Analyst Notes

Microsoft experiencing challenges from issues driven by AI demand and GPU supply chains

July 25, 2023
Philbert Shih

Media reporting indicates that demand for GPUs at Microsoft Azure has caused significant delays for ...

Read more...

DCI Indonesia opens H2-02 data centre at H2 campus in Karawang

July 25, 2023
Philbert Shih

DCI Indonesia opened its H2-02 data centre and new office facilities at the H2 campus in the Karawan...

Read more...

RunPod founded to pursue AI opportunity with GPU-oriented cloud infrastructure service

July 25, 2023
Philbert Shih

RunPod, based in New Jersey, is a newly formed cloud infrastructure provider focused on GPUs and AI ...

Read more...

Digital Realty, Brookfield form JV with Reliance Industries to develop data centres in India

July 25, 2023
Jabez Tan

Digital Realty confirmed plans to form a three-way joint venture with Brookfield Infrastructure and ...

Read more...

CyrusOne wins court battle and gains permits for Paris expansion

July 24, 2023
Ainsley Woods

The administrative court of Versailles has overturned two decrees issued by the mayor of Wissous tha...

Read more...

AI demand, GPU shortages straining hyperscalers; challenges and market implications

July 24, 2023
Philbert Shih

Various media outlets and sources are reporting that public clouds are limiting access to GPU-based ...

Read more...

Regulatory, Singapore, M&A, edge, micro data centres, webscale, GPUs, company formation

July 24, 2023
Philbert Shih

The recent week saw important regulatory developments in Singapore, more M&A, movement in the t...

Read more...

CoreWave raises over $400m in two rounds; GPU infrastructure delivery sparking new provider formation

July 21, 2023
Philbert Shih

CoreWeave, a cloud provider focused on GPU-based infrastructure services, raised an additional $200...

Read more...

Old Mutual completes AWS migration and retires on-premise infrastructure

July 21, 2023
Vivian Kong

African financial services company Old Mutual completed its migration of IT infrastructure to AWS, a...

Read more...

Equinix unveils waste heat reuse project in Frankfurt

July 21, 2023
Sacha Kavanagh

Equinix is working on a waste heat reuse project in Frankfurt. ...

Read more...

NorthC acquires fourth Switzerland data centre, first in Zurich

July 21, 2023
Sacha Kavanagh

NorthC Group acquired a fourth data centre in Switzerland, located in Winterthur, ~24km northeast of...

Read more...

center3 completes Riyadh expansion in Saudi Arabia

July 21, 2023
Sacha Kavanagh

Media reports center3, a subsidiary of stc Group in Saudi Arabia, completed a 9.6MW expansion of its...

Read more...