Data processing equipment, sourced and delivered.Servers, GPU and AI compute, workstations, storage, networking, and rack, power and cooling for businesses and data centres.
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Capital for technology.We invest our own capital in IT hardware and infrastructure, and in software products: AI gaming, business administration applications and more.
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Industry News
What's moving in compute.
News on the data processing equipment and infrastructure market that we follow for our clients and our investments.
NVIDIA and Oracle scale Vera Rubin to multiple gigawatts
Oracle Cloud Infrastructure is expanding NVIDIA Vera Rubin deployments to multi-gigawatt scale and adding the NVIDIA Vera CPU.
BUZZ HPC lines up ~US$129M for a sovereign GB200 cluster
HIVE's subsidiary is financing NVIDIA GB200 systems to serve a Canadian sovereign AI contract with Cohere.
NVIDIA funds its suppliers to add accelerator capacity
Billion-dollar deals with six partners for substrates, advanced packaging, testing and optics are aimed at more GPU supply in 2027–28.
AMD to increase CPU and GPU supply in 2027
AMD is working with Taiwanese partners to expand production as demand for data-centre compute keeps outrunning supply.
Memory shortage pushes server costs and lead times up
AI demand is taking most DRAM and NAND output, so server memory and enterprise SSD prices keep rising and OEM lead times are longer.
Eco DC secures turbines for 2.1 GW of Canadian data-centre power
The Montreal company says 30 Dongfang gas turbines will supply dedicated power for AI infrastructure in Canada.
One supplier on both sides of the border.
In numbers we trust.