NewsHosting news - 28 Aug 2026 - Listing Page: 12
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Grafana Labs Tops 10,000 Customers and $600M ARR as AI Demand Grows - 📅 - Grafana Labs has passed 10,000 customers and $600 million in annual recurring revenue as enterprises spend on monitoring complex software and AI systems. Customer product usage has nearly doubled in two years, while adoption of Grafana's AI-assisted tools is accelerating - growth signals that also expose rising monitoring costs, operational sprawl and dependence on observability platforms.
The numbers put Grafana deeper into a contest that is becoming less about dashboards and more about who controls the operational data layer underneath modern infrastructure. Databases, Kubernetes clusters, cloud services, applications, networks and now AI agents are throwing off more telemetry. Somebody [...]
The numbers put Grafana deeper into a contest that is becoming less about dashboards and more about who controls the operational data layer underneath modern infrastructure. Databases, Kubernetes clusters, cloud services, applications, networks and now AI agents are throwing off more telemetry. Somebody [...]
For infrastructure buyers, the numbers point to a market where access to energized, GPU-ready capacity is becoming commercially distinct from simply owning land or announcing future campuses. IREN says it already has $4 billion of contracted annualized run-rate revenue tied to 2026 capacity, against roughly $1 billion of operating ARR today. [...]
Lidl Owner Schwarz Plans €5.6B, 240MW German Data Center - 📅 - Schwarz Group is preparing to spend up to €5.6 billion on a 240-megawatt data center near Rostock, extending the Lidl owner's transformation from retailer into infrastructure operator. The German group wants capacity running by 2033, giving its Schwarz Digits unit more computing muscle as European companies and governments reassess dependence on American cloud platforms amid sovereignty concerns.
For enterprise buyers, the important part is not that a supermarket owner is building another server farm. It is that one of Europe's largest private companies is willing to put retail cash flows behind an attempt to create a domestic cloud platform with enough physical scale to be taken [...]
For enterprise buyers, the important part is not that a supermarket owner is building another server farm. It is that one of Europe's largest private companies is willing to put retail cash flows behind an attempt to create a domestic cloud platform with enough physical scale to be taken [...]
Anthropic Locks In $45B of Nscale AI Cloud Capacity - 📅 - Anthropic has agreed to spend $45 billion leasing AI compute from British infrastructure provider Nscale, tying roughly 460 megawatts of future capacity in West Virginia to NVIDIA's Vera Rubin systems. The six-year commitment, expected to begin delivering capacity in late 2027, underscores how access to power and accelerators is becoming a strategic constraint for frontier AI companies.
The scale is notable even by current AI infrastructure standards. Spread evenly across six years, Anthropic would be committing roughly $7.5 billion annually for access to computing capacity it will not own. Nscale retains the campus, hardware and associated infrastructure assets. Anthropic buys [...]
The scale is notable even by current AI infrastructure standards. Spread evenly across six years, Anthropic would be committing roughly $7.5 billion annually for access to computing capacity it will not own. Nscale retains the campus, hardware and associated infrastructure assets. Anthropic buys [...]
NVIDIA reported second-quarter fiscal 2027 revenue of $96.2 billion, up 106% year over year, with Data Center revenue reaching $89 billion. That was 117% higher than a year earlier. The company expects third-quarter revenue of roughly $108 billion, excluding Data Center compute revenue from [...]
Zscaler Broadens Zero Trust Reach Across US SMBs With Carahsoft - 📅 - Zscaler and Carahsoft are expanding their partnership to take Zscaler's Zero Trust Exchange deeper into the US small and mid-market, using standardized bundles, simpler pricing and Carahsoft's reseller network. The move targets companies facing enterprise-class cyber threats without enterprise-class security teams, while testing whether cloud-delivered zero trust can be packaged economically for smaller organizations at scale nationwide.
The target is familiar. The delivery model is the more interesting part. Smaller organizations increasingly rely on SaaS applications, cloud connectivity and distributed workforces, yet many cannot maintain the security staff, procurement machinery or [...]
The target is familiar. The delivery model is the more interesting part. Smaller organizations increasingly rely on SaaS applications, cloud connectivity and distributed workforces, yet many cannot maintain the security staff, procurement machinery or [...]
Eaton, Trane Claim 30% Installation Savings for AI Data Centers - 📅 - Trane Technologies and Eaton have developed a joint reference design for AI data centers that combines medium voltage power distribution with thermal management, targeting efficiency gains of up to 15%, installation cost reductions of up to 30%, and copper savings of as much as 80% as operators struggle to deploy increasingly dense computing infrastructure at scale globally.
The percentages will attract attention. The more consequential part is architectural. Trane and Eaton are trying to collapse electrical and cooling decisions into the same design process, rather than allowing separate engineering teams to optimize them independently and reconcile the consequences later. That becomes [...]
The percentages will attract attention. The more consequential part is architectural. Trane and Eaton are trying to collapse electrical and cooling decisions into the same design process, rather than allowing separate engineering teams to optimize them independently and reconcile the consequences later. That becomes [...]
The projections, contained in Structure Research's 2026 Global Data Centre Colocation & Interconnection Report, suggest an industry adding roughly 149GW of operational critical IT capacity within five years. That is an enormous amount of infrastructure. It also risks obscuring how unevenly the [...]
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The land agreement moves a project discussed since 2019 closer to construction, but it does not remove the harder infrastructure dependencies. Smedjebacken municipal documents show Swedish grid operator Svenska Kraftnät and Vattenfall gave positive indications for 150MW of power, with delivery [...]