Author Archive

WellSpan Health going AI-native, but has to move from legacy data centres to cloud first

July 30, 2026
Philbert Shih

WellSpan Health, serving Maryland and Pennsylvania, completed the migration of its IT infrastructure...

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Megaport partners with Wasabi for cloud storage

July 30, 2026
Philbert Shih

Megaport partnered with cloud storage provider Wasabi, effectively becoming the white label partner ...

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Microsoft deploying AMD-based GPUs and CPUs

July 29, 2026
Philbert Shih

Microsoft confirmed it would deploy AMD-based silicon on the Azure cloud infrastructure platform. ...

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TensorWave, Vultr deploy AMD Helios with AMD Instinct MI455X GPUs

July 28, 2026
Philbert Shih

Cloud infrastructure providers TensorWave and Vultr confirmed plans to deploy the AMD Helios racksca...

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Anthropic to deploy gigawatt levels of capacity with AMD chips; AMD invests in Anthropic

July 27, 2026
Philbert Shih

AMD and Anthropic confirmed the expansion of its existing partnership that will see the deployment o...

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Meta reported to be in talks with Anthropic, possibly for cloud; hires AWS compute executive

July 27, 2026
Philbert Shih

Media reports point to more activity at Meta as it looks to build out cloud computing capabilities. ...

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Google Cloud suffers outages in Netherlands-based data centre

July 27, 2026
Philbert Shih

Google Cloud suffered an outage in Europe last week. ...

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WSS: Earnings season kicks off with growth acceleration as hyperscale and AI infrastructure demand continues to drive global data centre expansion

July 27, 2026
Philbert Shih

The past week saw the beginning of what promises to be a long but revealing earnings season. Google ...

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Google reports 2Q26 results; growth driving CapEx to build capacity being supported by third party data centres

July 24, 2026
Philbert Shih

Google reported its 2Q26 results, which showed more significant revenue growth acceleration. In resp...

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IREN raises ARR guidance, shares data points and customers

July 22, 2026
Philbert Shih

Neocloud and data centre operator IREN disclosed data points that point to an aggressive growth tra...

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WSS: More clues to question of next hyperscalers as sector sees more signs of growth acceleration in advance of earnings season

July 20, 2026
Philbert Shih

There has been a lot of activity over the last several weeks that offer hints for answering the ques...

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Meta reported to be building cloud computing infrastructure business; SpaceXAI template sign of opportunism or committed push into cloud?

July 16, 2026
Philbert Shih

Media reports indicate that Meta is pushing forward to build a cloud computing business that would s...

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