NVIDIA executive shares insight on AI data centre development May 1, 2025 Philbert Shih NVIDIA executives went on record confirming that it has not seen a decline or pullback in AI data ce... Read more...
Cloudflare acquires Outerbase to enhance database toolset May 1, 2025 Philbert Shih Cloudflare acquired a young startup called Outerbase that only raised a small amount of seed funding... Read more...
ADQ, ECP partner for energy generation and infrastructure for US data centres May 1, 2025 Sacha Kavanagh ADQ, Abu Dhabi’s sovereign wealth fund, and US-based energy transition investor Energy Capital Par... Read more...
AdaniConneX plans $10b investment in Indian data centres amid AI surge May 1, 2025 Swapna Subramani The Adani Group is reported to be planning a $10b investment to develop two hyperscale data centres ... Read more...
NTT, Neysa Networks to build AI data centre in Hyderabad for GPU cloud May 1, 2025 Swapna Subramani NTT Data, in collaboration with Indian GPU cloud platform Neysa Networks and the Telangana governmen... Read more...
MI: DeepSeek and Jevons Paradox starting to kick in and will continue to push demand, growth April 30, 2025 Philbert Shih The revelations around DeepSeek earlier this year continue to reverberate across the sector and has ... Read more...
MI: Edge-hyperscale colocation continues to gain momentum April 30, 2025 Philbert Shih There continues to be momentum in the edge-hyperscale data centre colocation space, which has emerge... Read more...
MI: Geopolitics and global trade wars to inevitably have impact on infrastructure April 30, 2025 Philbert Shih Geopolitics and US global trade policy will continue to have an unpredictable impact on the sector. ... Read more...
MI: AWS latest to pull back on infrastructure, but still not a sign of sector fundamentals moving out of place April 30, 2025 Philbert Shih The biggest topic of conversation around the sector continues to be the question of whether the sect... Read more...
MI: Pre-development, master-planned data centre segment maturing and evolving further April 30, 2025 Philbert Shih The continues to be movement in the data centre colocation landscape as the pre-development and powe... Read more...
MI: Hyperscale overflow to GPU providers building April 30, 2025 Philbert Shih There appears to be more overflow capacity from hyperscalers looking to jump on the CoreWeave platfo... Read more...
MI: NVIDIA inching towards more direct service delivery, which means data centre procurement April 30, 2025 Philbert Shih There continue to be subtle signs that NVIDIA is moving closer to direct service delivery and status... Read more...
