Analyst Notes

WSS: DeepSeek sparks overreaction, unwarranted fears of wider sector headwinds; will have more benefits than negatives

February 3, 2025
Philbert Shih

A busy week was dominated by Chinese startup DeepSeek releasing a new AI chatbot that is said to be...

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MI: AWS investing in infrastructure and technical skills in emerging US markets

January 31, 2025
Philbert Shih

AWS continues to invest big in developing US markets to support infrastructure builds, and technical...

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MI: Data centre expansion activity clustered in APAC and southeast US

January 31, 2025
Philbert Shih

There was a significant amount of global expansion activity in the past month. A few of the hotspots...

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MI: Early signs that GPU clouds are starting global expansion

January 31, 2025
Philbert Shih

GPU cloud providers are in the early stages of building out their infrastructure footprints. ...

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MI: Data centre build pauses not a product of demand, but rapidly shifting technical requirements

January 31, 2025
Philbert Shih

Pauses in data centre construction are not driven just by the ups and downs in demand, but increasin...

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MI: DeepSeek to be the first of many efficiency gains that will lead to more adoption, demand in the long-run

January 31, 2025
Philbert Shih

The DeepSix release of a chatbot that is said to be comparable to existing technology, but built at ...

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MI: Master-planned model continues to evolve and take shape

January 31, 2025
Philbert Shih

There was more movement in the master-planned data centre sector that has emerged to focus on the pr...

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MI: Big announcements range from aspirational to legitimate

January 31, 2025
Philbert Shih

The past month saw a lot of fanfare tied to announcements about big data centre projects. But not al...

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MI: Capital continues to support growth and expansion of hyperscale data centre operating platforms

January 31, 2025
Philbert Shih

The recent month saw a significant level of investment activity that speaks to the overall health of...

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Leadership transition at Redcentric

January 30, 2025
Sacha Kavanagh

The UK’s Redcentric Group will have a new board member from early February, who will then take ove...

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KKR commits $5b investment to Gulf Data Hub for Middle East data centre expansion

January 30, 2025
Swapna Subramani

KKR partnered and acquired an undisclosed stake in Gulf Data Hub (GDH), an independent data centre p...

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Verne hires chief financial officer

January 30, 2025
Sacha Kavanagh

Verne appointed Michele Tagliatti as CFO. ...

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