Author Archive

Digital Edge, B.Grimm Power JV breaks ground on Bangkok data centre development

September 18, 2025
Philbert Shih

The JV between Digital Edge and energy company B.Grimm Power broke ground on the planned 100MW data ...

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Vantage Data Centers gets $1.6b investment; acquires Yondr’s campus in Johor, Malaysia

September 17, 2025
Philbert Shih

Vantage Data Centers confirmed securing a $1.6b investment for its APAC data centre operations. ...

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NTT GDC elevates SVP to COO role

September 17, 2025
Philbert Shih

NTT DATA elevated Joe Pace to COO for the NTT GDC arm of the business. ...

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NVIDIA buying excess CoreWeave infrastructure capacity

September 17, 2025
Philbert Shih

CoreWeave disclosed an expansion of its MSA with NVIDIA that was signed April 10, 2023. ...

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OpenAI considering South Korea for data centre location

September 16, 2025
Philbert Shih

Media outlets attending a press conference in Seoul said OpenAI is considering building out data cen...

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NVIDIA said to be focused less on DGX Cloud and direct service delivery; not a simple question of demand, but multiple variables at work

September 16, 2025
Philbert Shih

Media reports citing people with direct knowledge of the internal situation at NVIDIA say that it ha...

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NVIDIA to become Lambda cloud customer; data points on Lambda performance

September 15, 2025
Philbert Shih

Media outlets are reporting that NVIDIA has become a significant customer of neocloud provider Lambd...

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OpenAI signs large cloud infrastructure deal with Oracle Cloud; how much will materialize?

September 15, 2025
Philbert Shih

OpenAI is reported to have signed a $300b cloud infrastructure agreement with Oracle Cloud. The repo...

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Lambda said to be eyeing public markets; reports on KPIs

September 15, 2025
Philbert Shih

Neocloud provider Lambda is putting things in motion to go public next year, media outlets are repor...

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WSS: More hyperscale growth acceleration, backlogs signal upward trajectory as technology and energy acquisition strategies remain in motion

September 15, 2025
Philbert Shih

We have worked our way through a long earnings season and overall, the sector executed well. The pe...

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ionstream releases bare metal cloud services built on NVIDIA

September 11, 2025
Philbert Shih

Houston-based ionstream launched bare metal cloud infrastructure services built on NVIDIA GPUs. ...

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Tallvine Partners acquires TRG Datacenters

September 11, 2025
Philbert Shih

Tallvine Partners acquired Houston-based TRG Datacentres from Antarctica Infrastructure Partners. ...

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