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WHTop → 📋 News → Supermicro Slides as AI Server Growth Needs More Cash
Jun, 2026 : Supermicro Slides as AI Server Growth Needs More Cash
📅 - Supermicro shares fell 13% Wednesday after the AI server maker outlined $7 billion in equity-linked financing, a reminder that booming demand for Nvidia-based systems is colliding with component costs, working-capital pressure and dilution risk. The company also disclosed $39 billion in recent AI server orders from more than 20 customers in the past few weeks to date.
The market reaction was predictable. Companies sell stock when they need capital, and existing shareholders usually do not enjoy being reminded that growth can be expensive. Supermicro plans a $5 billion underwritten stock sale through JPMorgan Chase, Goldman Sachs and Citigroup, plus a $2 billion at-the-market offering [...][... Check source for end of article ...]
📅 - Study: The Netherlands Puts Cloud Dependence Under Review - Organizations in the Netherlands are reassessing public cloud strategies as data sovereignty becomes a sharper procurement issue, with Leaseweb research showing growing concern over geopolitics, legal control and dependence on major powers among 383 IT decision-makers surveyed by Blauw Research in March 2026 across industry, government, healthcare, finance and business services sectors and financial institutions nationwide today.
The old cloud argument was easier. Faster deployment. Elastic capacity. Less infrastructure to manage. Fewer procurement fights over hardware refresh cycles. For years, that was enough to move workloads into public cloud environments, even when parts of the [...]
📅 - Zscaler Puts Zero Trust to Work on AI Agent Security - Global cybersecurity solutions provider Zscaler is expanding its Zero Trust Exchange to police autonomous AI agents, adding an AI Broker, endpoint controls, access graphing and integrations with AWS, CoreWeave, Databricks, Equinix, Google Cloud, OpenAI and others, as enterprises struggle to secure software agents that communicate, create sub-tasks and reach sensitive data at machine speed across increasingly fragmented environments and cloud estates.
The company is trying to move zero trust from a human access model into a world where software identities act, delegate and make requests faster than security teams can review them. That sounds like the next logical move for a security [...]
📅 - Nebius Secures 22MW UK AI Capacity At Kao Data - AI cloud provider Nebius has signed a 22MW, 10-year agreement with Kao Data to host major UK AI infrastructure at its Harlow campus, tying inference capacity and GPU-accelerated computing to Britain's wider effort to expand domestic compute for research, enterprise and government-backed AI ambitions under pressure from power, cooling and capital constraints across the market nationwide already.
The deal gives Nebius dedicated capacity inside one of the UK's more specialized AI and high-performance computing campuses. It also gives Kao Data another large customer for a site already positioned around academic research, life sciences, and advanced computing workloads.
For UK infrastructure [...]
📅 - Kinsta Adds Free Bot Protection as AI Crawlers Hit WordPress - Kinsta has launched Bot Protection for WordPress customers, adding self-serve controls in MyKinsta to manage automated traffic, AI crawlers and active attacks without paid add-ons or support tickets, as bot requests increasingly distort analytics, consume server resources and hit uncached ecommerce endpoints that WordPress hosts cannot easily absorb at scale during traffic spikes or campaigns today globally.
The company is making the feature available across all plans at no extra cost. That pricing detail matters because bot management has often sat in a gray zone for website owners: important enough to affect performance and cost, but technical enough to be outsourced to security tools, [...]
📅 - InMotion Adds SDN Fabric to Peering in Amsterdam and US Hubs - InMotion Hosting has upgraded its owned network with an SDN fabric across Los Angeles, Ashburn and Amsterdam peering points, turning fixed interconnection sites into programmable gateways for cloud, carrier, exchange and security partners, as hosting buyers look for lower latency and more predictable routes without handing traffic control back to hyperscale platforms or upstream providers again today.
The company is not claiming a new data center footprint. Not exactly. It is changing how its existing peering locations behave.
That matters because network architecture is increasingly part of hosting differentiation again. For years, much of the market sold compute, storage and support [...]
📅 - AMD AI Cloud Firm TensorWave Raises $350M at $1.55B Value - TensorWave has raised $350 million at a $1.55 billion valuation to expand AMD-powered AI cloud infrastructure, giving the Nvidia-dominated compute market another well-funded specialist as enterprises, AI labs and developers hunt for memory-heavy capacity that can support larger models, high-throughput inference and production generative AI workloads without relying on a single GPU ecosystem at industrial scale globally.
The round was co-led by Magnetar and AMD Ventures, with Maverick Silicon, Nexus Venture Partners and Western Frontier returning as investors. The funding will go toward a larger global infrastructure footprint, including next-generation AMD Instinct MI355X GPU clusters for [...]
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