Posts Tagged ‘OpenAI’

4Q25 IB: AI platforms seeing widespread uptake that is positively impacting infrastructure demand

March 13, 2026
Philbert Shih

AI platforms continue to show aggressive growth rates. ...

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MI: OpenAI, Anthropic continue to show unprecedented growth rates

February 27, 2026
Philbert Shih

There were reports in the past month that revealed data points about the unprecedented pace of growt...

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India shares blueprint, initiatives for AI development at AI Impact Summit 2026

February 25, 2026
Swapna Subramani

The India AI Impact Summit 2026 was hosted February 16-20 in New Delhi. Prime Minister Modi inaugura...

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OpenAI raises revenue projections; infrastructure costs climbing even faster

February 24, 2026
Philbert Shih

Media reports indicate OpenAI has raised its revenue projections. ...

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Aker Nscale plots another Norway data centre

February 11, 2026
Sacha Kavanagh

Media reports indicate Aker Nscale is planning a 96MW data centre in Skien, ~135km southwest of the ...

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OpenAI data points on monetisation tracking compute capacity

February 10, 2026
Sacha Kavanagh

OpenAI released data showing its revenue growth has tracked its compute capacity. ...

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MI: OpenAI, Anthropic growing with different demographics in customer base

January 30, 2026
Philbert Shih

AI companies continue to develop their business models and there are significant implications for in...

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OpenAI data points on customer composition

January 22, 2026
Philbert Shih

Media reports shared data points about OpenAI’s customer composition. ...

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Amazon reported to be discussing investment in OpenAI

December 30, 2025
Philbert Shih

Media reports indicate Amazon is in talks to potentially invest $10b in OpenAI at a valuation that w...

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OpenAI acquires Neptune; technology addition to enhance model training analysis

December 30, 2025
Philbert Shih

OpenAI acquired Neptune, a provider of monitoring, tracking and de-bugging tools used to help train ...

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Reports of Oracle, OpenAI alleged challenges with build timelines early and a bit over the top

December 19, 2025
Philbert Shih

Media reports citing unnamed sources say that Oracle has pushed back completion dates for some of th...

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OpenAI in talks with TCS on Stargate India compute

December 11, 2025
Swapna Subramani

OpenAI is reported to be in discussions with Tata Consultancy Services (TCS) about an Indian Stargat...

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