Backed by $100 million in fresh capital, Hammerspace is advancing a global data platform built for AI-scale performance—delivering Tier 0 shared storage, a unified namespace, ...
While Intel reaffirms its commitment to data centers, challenges in its server CPU roadmap could push OEMs toward competing products, creating ripple effects across cloud and ...
Stonepeak's $1.5 billion investment in Montera Infrastructure aims to develop and operate hyperscale data centers, addressing the escalating demands of AI and cloud computing....
As demand for high-performance compute explodes, a new class of infrastructure players is emerging to serve the AI frontier while reshaping cloud economics. These “neocloud” providers...
AI data centers are pushing spending to historic highs. This article tracks OpenAI, Apple, and the Stargate Project’s role in the ongoing digital infrastructure gold rush.
Examining the strategic partnership and technology/business symbiosis of NVIDIA and CoreWeave, and how CoreWeave’s public offering underscores NVIDIA’s pivotal role in burgeoning...
New analyst reports from CBRE, PwC, and Synergy Research paint a picture of an industry at an inflection point—balancing explosive expansion with evolving challenges in power ...
There has been much speculation about the impending burst of an "AI bubble," but we must study market principles rather than allow sentiment - whether optimistic or hesitant -...