Posts Tagged ‘NeoCloud’

MI: Ability to execute still being evaluated, but there are success cases emerging

July 31, 2026
Philbert Shih

Execution on delivering data centre capacity remains a challenge as requirements rise, time-to-marke...

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MI: Early returns from earnings season points to more growth acceleration across cloud platforms

July 31, 2026
Philbert Shih

Earnings season is getting underway and the early returns suggest the sector is set to see even more...

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MI: APAC data centre operators continue to raise capital for data centre builds, expansion

July 31, 2026
Philbert Shih

There was a material volume of capital raising activity from APAC-based data centre operating platfo...

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MI: Anthropic procuring cloud and data centre to support capacity requirements

July 31, 2026
Philbert Shih

Anthropic has been extremely busy and procured significant capacity in the last month through differ...

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MI: Neocloud competitive landscape widening as younger firms growing, raising capital

July 31, 2026
Philbert Shih

Neoclouds continue to grow at a healthy clip and are raising capital to accelerate things. ...

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MI: Potential hyperscalers make moves that telegraph intentions, shaping data centre demand

July 31, 2026
Philbert Shih

There were more developments in the past month from companies that could end up being new entrants i...

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Megaport partners with Wasabi for cloud storage

July 30, 2026
Philbert Shih

Megaport partnered with cloud storage provider Wasabi, effectively becoming the white label partner ...

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Microsoft deploying AMD-based GPUs and CPUs

July 29, 2026
Philbert Shih

Microsoft confirmed it would deploy AMD-based silicon on the Azure cloud infrastructure platform. ...

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TensorWave, Vultr deploy AMD Helios with AMD Instinct MI455X GPUs

July 28, 2026
Philbert Shih

Cloud infrastructure providers TensorWave and Vultr confirmed plans to deploy the AMD Helios racksca...

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Broadcom launches financing, investment vehicle to support AI deployments; helping Anthropic with Fluidstack deployments

July 27, 2026
Jason Zhou

Broadcom launched the AI XPV Platform, with Apollo and Blackstone (Blackstone’s lending and in...

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Anthropic to deploy gigawatt levels of capacity with AMD chips; AMD invests in Anthropic

July 27, 2026
Philbert Shih

AMD and Anthropic confirmed the expansion of its existing partnership that will see the deployment o...

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WSS: Earnings season kicks off with growth acceleration as hyperscale and AI infrastructure demand continues to drive global data centre expansion

July 27, 2026
Philbert Shih

The past week saw the beginning of what promises to be a long but revealing earnings season. Google ...

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