Author Archive

AirTrunk brings in new MD from AWS

June 5, 2025
Philbert Shih

AirTrunk brought in AWS executive Carly Wishart as managing director, corporate & international....

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Exowatt raises $70m in Series A; targeting data centres, hyperscale

June 4, 2025
Philbert Shih

Renewable energy startup Exowatt closed a $70m Series A round. ...

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Colovore names new CEO as it enters growth and investment phase

June 4, 2025
Philbert Shih

Colovore named Jeffrey Springborn its new CEO. ...

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Applied Digital brings in CoreWeave as anchor tenant for Ellendale, North Dakota data centre

June 2, 2025
Philbert Shih

Applied Digital confirmed that it has signed data centre colocation lease agreements with GPU cloud ...

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Microsoft launches cloud infrastructure region in Kuala Lumpur, Malaysia

June 2, 2025
Philbert Shih

Microsoft brought online the Malaysia West cloud infrastructure region in Kuala Lumpur, Malaysia. ...

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Blue Owl Capital, Chirisa, PowerHouse push forward with JV in Chesterfield, VA

June 2, 2025
Philbert Shih

Blue Owl Capital, Chirisa Technology Parks and PowerHouse Data Centers disclosed the next phase of t...

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Microsoft opens cloud infrastructure region in Jakarta, Indonesia

June 2, 2025
Philbert Shih

Microsoft confirmed the opening of its first cloud infrastructure region in Jakarta, Indonesia. ...

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WSS: Earnings season brings more evidence of stability from across ecosystem as GPU infrastructure investments and builds accelerate

June 2, 2025
Philbert Shih

The past week saw more returns from earnings season that were in line with the consistent results p...

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MI: Healthy demand drives expansion initiatives on a global basis

May 30, 2025
Philbert Shih

Demand continues to be steady and that is translating into growth and expansion initiatives on the d...

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MI: Evidence continues to pile up against overbuild thesis; Microsoft data points at the centre of it

May 30, 2025
Philbert Shih

Over the last several months, we have commented extensively on the issue of hyperscale pullbacks and...

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MI: M&A and investment levels remain high in hyperscale data centre space

May 30, 2025
Philbert Shih

There continues to be strong investment interest in data centre operating platforms and in the past ...

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MI: Overflow hyperscale demand and enterprises jumping on to GPU cloud value proposition

May 30, 2025
Philbert Shih

GPU cloud providers are seeing rising levels of demand. ...

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