Analyst Notes

IBM downsizing traditional cloud infrastructure team

March 27, 2025
Philbert Shih

Media reports indicate IBM is laying off a significant portion of the team that supports the legacy ...

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Akamai partners with VAST for data management; targeting inferencing

March 27, 2025
Philbert Shih

Akamai partnered with data management platform VAST Data. ...

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Together AI data points speak to accelerating growth

March 27, 2025
Philbert Shih

A media outlet reported an interesting data point about San Francisco-based GPU cloud provider Toget...

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STACK Infrastructure elevates executive to president role

March 27, 2025
Philbert Shih

STACK Infrastructure elevated Matt VanderZanden to the role of president. ...

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Digital Realty to host national supercomputer in Amsterdam

March 27, 2025
Sacha Kavanagh

Digital Realty will host the first quantum computer in the Netherlands at its AMS17 facility in the ...

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MENA Digital Hub rebranded as Syntys

March 27, 2025
Sacha Kavanagh

Qatar-based telco Ooredoo re-launched MENA Digital Hub under the Syntys brand, soon after Iron Mount...

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Eaton acquires modular power enclosure producer Fibrebond

March 26, 2025
Philbert Shih

Power management equipment vendor Eaton confirmed it will acquire Fibrebond, a builder and designer ...

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Infrastructure takeaways from NVIDIA GTC 2025

March 26, 2025
Philbert Shih

The recent NVIDIA GTC conference included some interesting data points and insights on data centres ...

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AWS, GE Vernova partner on energy equipment, using cloud infrastructure

March 26, 2025
Philbert Shih

AWS and energy equipment manufacturer GE Vernova shared details about a new strategic partnership. ...

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Microsoft pauses Mount Pleasant, Wisconsin construction for a second time

March 26, 2025
Vivian Kong

Microsoft’s data centre development in Mount Pleasant, Wisconsin has been paused for a second time...

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Bridge Data Centres secures $2.8b in financing for development

March 26, 2025
Philbert Shih

Bridge Data Centres, backed by Bain Capital, closed on $2.8b in secured financing to support its dat...

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Hyve increases capacity with Equinix in Frankfurt

March 26, 2025
Sacha Kavanagh

UK-based MSP Hyve Managed Hosting is increasing its capacity in Frankfurt with a new deployment with...

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