Analyst Notes
Digital Bridge reports 4Q24 results; DeepSeek, training, inference and leasing commentary
Read more...Doma Infrastructure Group targeting market inefficiencies in APAC region around master-planned sites, HPC workloads
Read more...CoreWeave acquires Weights & Biases amid rapid AI expansion
Summary: CoreWeave disclosed the acquisition of Weights & Biases (W&B), an AI model developm...
Read more...Ori selects Kao Data for NVIDIA deployment, first AI cloud infrastructure region
Kao Data signed up London-based Ori as a customer. ...
Read more...Google Cloud launches new region in Sweden
Google Cloud launched a new cloud infrastructure region outside Stockholm, Sweden. ...
Read more...WSS: CoreWeave set to go public and continues to build footprint as data centre operators raise capital to support it
Read more...Atmosera hires new chief revenue officer
Managed public cloud provider Atmosera brought in Matt Friedman as chief revenue officer. ...
Read more...4Q24 IB: Various scenarios where demand exceeds supply
Demand exceeding supply continues to persist in various pockets of the market. ...
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