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Oracle posts record Q4 with cloud infrastructure revenue up 93%
Booked AI contracts pushed Oracle's remaining performance obligations to $638 billion, even as the capital needed to fulfill them drew investor…
Dmytro Spodarets · Jun 11
News
Dell'Oro raises 2026 global data center capex forecast past $1 trillion on AI buildout
The research firm says the top four US cloud providers grew capital spending 78 percent year-over-year in the first quarter, with the NVIDIA Rubin…
Dmytro Spodarets · Jun 10
News
NVIDIA and NAVER plan gigawatt-scale sovereign AI factory in South Korea
NAVER becomes the first Korean company in NVIDIA's Nemotron Coalition and will scale the GAK Sejong data center from 55 megawatts toward a gigawatt.
Dmytro Spodarets · Jun 10
News
Apollo and Blackstone lead $35 billion financing for Broadcom AI compute platform
Apollo calls it the largest private financing ever executed, built to fund more than 20 gigawatts of compute for frontier AI labs through 2028.
Dmytro Spodarets · Jun 10
News
Crusoe contracts 4.9 gigawatts of AI data centers across five U.S. campuses
Oracle and Microsoft campuses in Abilene, Texas anchor the contracted total, set against a development pipeline Crusoe says exceeds 40 gigawatts.
Dmytro Spodarets · Jun 10
TechCrunch Disrupt
TechCrunch Disrupt 2025: 8 Interviews on AI Infrastructure
At TechCrunch Disrupt 2025, Data Phoenix spoke with representatives of eight companies about AI compute, software development, cybersecurity, DevOps…
Dmytro Spodarets · Nov 10