Author Archive

MI: Materialization of AI demand is still a work in progress

December 29, 2023
Philbert Shih

In the world of AI, there continues to be a gap between demand and inquiry and its materialization i...

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MI: Less favourable data centre locations increasingly being considered for AI

December 29, 2023
Philbert Shih

Data centres in less favourable locations continue to see an uplift in demand from AI-oriented workl...

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MI: Hyperscalers pivoting, shifting self-build strategies; anticipation versus speculation

December 29, 2023
Philbert Shih

We are starting to hear more chatter around hyperscalers shifting back to colocation in markets wher...

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MI: Managed public cloud providers pushing forward with AI expertise

December 29, 2023
Philbert Shih

Managed public cloud providers continue to transform and evolve and they are now making a concerted ...

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MI: Webscale providers continue rolling out GPUs alongside CPUs

December 29, 2023
Philbert Shih

The recent month saw more cloud providers push forward with GPU-based infrastructure services. ...

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Microsoft releases Microsoft Cloud for Sovereignty into GA

December 28, 2023
Philbert Shih

Microsoft put Microsoft Cloud for Sovereignty into GA across its global Azure footprint. ...

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LinkedIn to pause migration to Azure cloud; colocation impact

December 26, 2023
Philbert Shih

Media reports confirm that Microsoft has changed course on previous laid plans to migrate the infras...

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SBA Edge prepping edge capacity in Jacksonville, FLA

December 18, 2023
Philbert Shih

SBA Edge confirmed installing power at its edge data centre in Jacksonville, Florida. ...

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Oracle reports 2QFY24 results; cloud growth continues, showing signs of picking up the pace, more data centre expansions

December 18, 2023
Philbert Shih

Oracle reported its 2QFY24 results, which showed continued growth that is expected to remain on its ...

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JV, AI, Europe, Frankfurt, M&A, executive shuffles, infra / STRUCTURE 2024

December 18, 2023
Philbert Shih

As the year winds down, the sector continues to see significant activity as hyperscale and AI push ...

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JV, AI, capital raise, new company formation, M&A, executive hires

December 18, 2023
Philbert Shih

As the year winds down, the sector continues to see significant activity as hyperscale and AI push ...

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WP Engine shares data points that speak to trajectory

December 15, 2023
Philbert Shih

WordPress cloud hoster WP Engine shared some data points that point to its recent progress. ...

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