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Alibaba said compute demand continues to outstrip supply and expects AI and cloud revenue growth to accelerate further as it ramps capacity. In sum – what to know: AI drives cloud growth – Alibaba Cloud external revenue rose 45%, while AI-related products reached a CNY 49.5 billion annual revenue run …
Digital Realty, Equinix, Keppel Data Centres and ST Telemedia Global Data Centres will each receive 50MW under Singapore’s second Data Centre Call for Application (DC-CFA2) In sum – what to know: 200MW allocated – Digital Realty, Equinix, Keppel Data Centres, and ST Telemedia Global Data Centres will each receive 50MW …
Dell’Oro Group VP of research Baron Fung told RCRTech that accelerated servers equipped with AI accelerators are expected to account for roughly 40% of the $3 trillion in DC capital expenditure forecast In sum – what to know: AI drives spending – Accelerated servers with AI accelerators are expected to …
Nebius raised its year-end contracted power target to 5GW and said its future capacity pipeline puts it among a small number of companies able to build more than 1GW of new capacity per year In sum – what to know: 2027 capacity – Nebius says it could sell its entire …
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