Oracle Cloud set to acquire $40b worth of NVIDIA GPUs May 28, 2025 Philbert Shih Oracle is reported to be set to spend $40b with NVIDIA. ... Read more...
Merlin Edged opens facility in Barcelona; CoreWeave confirms it will be a customer May 19, 2025 Ainsley Woods MERLIN Edged, the partnership between MERLIN properties and Edged Energy, has opened its latest data... Read more...
Oracle deploys first wave of NVIDIA Blackwell GB200 with plans to scale to 100k chips May 9, 2025 Jabez Tan NVIDIA confirmed that Oracle deployed its first wave of liquid-cooled NVIDIA GB200 NVL72 racks in ... Read more...
Crusoe releases new managed services for cloud platform May 8, 2025 Philbert Shih Crusoe released new managed services to be delivered through its NVIDIA-enabled cloud infrastructure... Read more...
CoreWeave makes NVIDIA GB200 NVL72 rack-scale systems available on cloud infrastructure platform May 8, 2025 Philbert Shih NVIDIA confirmed that NVIDIA GB200 NVL72 systems are now deployed and available on the CoreWeave clo... Read more...
NVIDIA executive shares insight on AI data centre development May 1, 2025 Philbert Shih NVIDIA executives went on record confirming that it has not seen a decline or pullback in AI data ce... Read more...
MI: NVIDIA inching towards more direct service delivery, which means data centre procurement April 30, 2025 Philbert Shih There continue to be subtle signs that NVIDIA is moving closer to direct service delivery and status... Read more...
NVIDIA to start building, manufacturing AI supercomputers in the US; but are these factories or data centres? April 24, 2025 Swapna Subramani NVIDIA has announced plans to manufacture AI supercomputers domestically, marking a significant shif... Read more...
Borealis Data Center signs up AI infrastructure provider Fluidstack; strikes financing deal with Macquarie April 14, 2025 Sacha Kavanagh UK-based AI cloud platform Fluidstack announced plans to deploy Exascale clusters with Borealis Data... Read more...
Crusoe to start second phase construction of campus in Abilene, Texas; positive indicators, implications for Microsoft infrastructure decisions April 1, 2025 Philbert Shih AI infrastructure provider Crusoe confirmed starting the second phase construction of its data centr... Read more...
Crusoe closes credit facility for hardware procurement supporting cloud infrastructure arm April 1, 2025 Philbert Shih Upper90 Capital Management confirmed a $255m credit facility for AI infrastructure provider Crusoe. ... Read more...
MI: NVIDIA continues to push envelope, but there is going to be a lag with infrastructure development to support it March 31, 2025 Philbert Shih Summary: The past month saw the NVIDIA GTC conference held in San Jose, CA. For the data centre and ... Read more...
