Author Archive

MI: Frontier labs driving leasing activity for clouds and data centre providers

September 30, 2026
Philbert Shih

The frontier labs continue to build out aggressively and are taking down large quantities of GPU-bas...

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MI: Neoclouds continue to drive colocation leasing as growth spreads across the category

September 30, 2026
Philbert Shih

Neoclouds continue to drive data centre colocation leasing activity as they look for capacity to ser...

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MI: Prices for GPU-based cloud services see pricing integrity amid strong demand profile

September 30, 2026
Philbert Shih

GPU-based compute infrastructure continues to see pricing integrity as demand outpaces supply. ...

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MI: More capital raising activity from neoclouds

September 30, 2026
Philbert Shih

There was significant capital raising activity from neocloud and AI infrastructure providers in the...

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MI: New company formation continues and is increasingly diverse

September 30, 2026
Philbert Shih

The past month saw more new company formation. ...

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CoreWeave lands Harell Data as new cloud infrastructure customer

September 29, 2026
Philbert Shih

CoreWeave confirmed Harell Data as a new cloud infrastructure customer. ...

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Northampton Capital Partners, Provident Data Centers form JV for development in Dallas, TX

September 29, 2026
Philbert Shih

Northampton Capital Partners and Provident Data Centers formed a joint venture to develop a data cen...

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Akamai wins cloud $11b cloud infrastructure deal with Anthropic; data centre details

September 29, 2026
Philbert Shih

Akamai confirmed a new cloud infrastructure contract with AI frontier lab Anthropic that is the larg...

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WSS: More neocloud capital raising and new company formation as landscape continues to diversify

September 28, 2026
Philbert Shih

The past week saw more activity from the neocloud space, while new operating platforms continued to ...

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OpenAI to deploy with Firmus cloud in Malaysia, APAC; using data centre partners

September 24, 2026
Philbert Shih

Australian neocloud Firmus confirmed that OpenAI will deploy compute infrastructure at two of its da...

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Bitdeer acquires more land for future expansion potential

September 24, 2026
Philbert Shih

Bitdeer confirmed the acquisition of 200 acres of land in Milam County, Texas, which is near its Roc...

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Rackspace rolls out VMware-base cloud infrastructure service

September 24, 2026
Philbert Shih

Rackspace rolled out Rackspace Cloud, a multi-tenant cloud infrastructure service enabled by Broadco...

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