Analyst Notes

AI, self-builds, hyperscale, product development, GPUs, webscale, appointments

October 23, 2023
Philbert Shih

Another busy week saw more developments from the AI segment, self-build activity and product innova...

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CoreWeave partners with VAST Data to enable data piece for AI workloads

October 20, 2023
Philbert Shih

CoreWeave partnered with VAST Data to enable data platform capabilities for its GPU cloud infrastruc...

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Google Cloud targets UK public sector with new business unit

October 20, 2023
Sacha Kavanagh

Google Cloud Public Sector UK is a new business division targeting the UK public sector. ...

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Global Infrastructure Partners with term loan for Vantage Data Centers

October 19, 2023
Ainsley Woods

Global Infrastructure Partners (GIP) provided Vantage Data Centers with a new term loan facility. ...

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Cloudflare building new database caching service Hyperdrive

October 19, 2023
Philbert Shih

Cloudflare released a new database service called Hyperdrive. The service will go into GA in early 2...

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Multi-cloud adoption being driven by AI tools; data migrations not yet, but soon to be a challenge

October 19, 2023
Philbert Shih

Organizations considering multi-cloud approaches are motivated by the desire to use and deploy cloud...

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Rackspace partners with Palo Alto Networks for cybersecurity

October 19, 2023
Philbert Shih

Rackspace chose Palo Alto Networks to enhance the cybersecurity capabilities of its private cloud po...

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Microsoft AI data centre build patterns taking shape amid demand spikes

October 19, 2023
Philbert Shih

Chatter on the ground indicates Microsoft is starting to look at building data centres that are desi...

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Vantage Data Centers brings online third facility in Quincy, Washington

October 19, 2023
Vivian Kong

Vantage Data Centers brought online the third data centre facility (WA13) at its Quincy, Washington ...

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NexGen Cloud unveils ‘AI Supercloud’ for Europe; implications for data centres

October 19, 2023
Sacha Kavanagh

NexGen Cloud plans to invest $1b to build its AI Supercloud in Europe. ...

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STACK Infrastructure names new chief development officer

October 19, 2023
Vivian Kong

STACK Infrastructure named Tim Hughes as the new chief development officer of STACK Americas. ...

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Cloudflare expanding operations, presence in Mexico

October 19, 2023
Philbert Shih

Cloudflare confirmed plans to expand its presence and operations in Mexico. ...

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