Analyst Notes

OVHcloud, OneNeck partner for Nutanix-based infrastructure services

April 2, 2024
Philbert Shih

OVHcloud and IT services and managed infrastructure provider OneNeck partnered to deliver Nutanix-ba...

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Cloudflare shares data point on channel momentum

April 2, 2024
Philbert Shih

Cloudflare shared a useful data point about the progress of its channel program. ...

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STACK Infrastructure breaks ground in San Jose

April 2, 2024
Vivian Kong

STACK Infrastructure broke ground on the expansion of its SVY01 data centre campus in San Jose. ...

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CoreWeave reported to be in talks for yet more funding for GPU cloud

April 2, 2024
Jim Davis

CoreWeave, a GPU-oriented cloud infrastructure provider focused on AI workloads, is reported to agai...

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NTT GDC breaks ground on third Bangkok data centre facility

April 2, 2024
Justin Saputra

NTT GDC confirmed that it has started construction of its third data centre in Bangkok. ...

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Vultr partners with Singtel to expand GPU cloud capabilities to Singapore in AI-ready facilities

April 2, 2024
Jim Davis

Webscale cloud provider Vultr confirmed plans to bring its GPU-based cloud hosting capabilities to A...

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Edgio elevates CRO to CEO position

April 1, 2024
Philbert Shih

CDN provider Edgio recently elevated Todd Hinders to the role of CEO. ...

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Princeton Digital Group completes core and shell for first data centre building Tokyo

April 1, 2024
Jabez Tan

Princeton Digital Group and Lendlease completed the construction (core and shell) of the initial pha...

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Rogers reported to be looking at data centre portfolio divestment

April 1, 2024
Philbert Shih

A number of media outlets are reporting that Rogers is actively looking to sell off its data centre ...

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Akamai, Neural Magic partner for running AI workloads at the edge and on CPUs

April 1, 2024
Jim Davis

Akamai disclosed a strategic partnership with Neural Magic, a developer of software that accelerates...

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NVIDIA reports 4Q23 and FY23 results; explosive growth continues, data centre segment data points

April 1, 2024
Philbert Shih

NVIDIA recently reported its 4Q23 and FY23 results, which again showed tremendous growth from the da...

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APAC, Japan, earnings, cloud, hyperscale, cloud storage, monthly insights

April 1, 2024
Philbert Shih

The past week saw more from earnings season as some companies reported later, while there some clou...

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