MI: Capital continues to support growth and expansion of hyperscale data centre operating platforms January 31, 2025 Philbert Shih The recent month saw a significant level of investment activity that speaks to the overall health of... Read more...
MI: Big announcements range from aspirational to legitimate January 31, 2025 Philbert Shih The past month saw a lot of fanfare tied to announcements about big data centre projects. But not al... Read more...
MI: DeepSeek to be the first of many efficiency gains that will lead to more adoption, demand in the long-run January 31, 2025 Philbert Shih The DeepSix release of a chatbot that is said to be comparable to existing technology, but built at ... Read more...
MI: Data centre expansion activity clustered in APAC and southeast US January 31, 2025 Philbert Shih There was a significant amount of global expansion activity in the past month. A few of the hotspots... Read more...
Meta shares CapEx update amid plans to build GW-scale data centre in Louisiana January 29, 2025 Philbert Shih Meta shared some data points about its AI infrastructure plans moving into 2025. The information was... Read more...
DeepSeek not going to deep-six infrastructure sector; optimization wave will moderate demand, but also have many benefits January 28, 2025 Philbert Shih There has been plenty of chatter, or more accurately a collective freak out, around Chinese AI start... Read more...
Stargate Project launches; building hyperscale, AI infrastructure in Abilene, Texas January 28, 2025 Philbert Shih The Stargate Project is a new company launched last week that aims to invest $500b in infrastructure... Read more...
Jim Chanos misses again with warnings of data centre infrastructure overbuild January 27, 2025 Philbert Shih Renowned hedge fund manager Jim Chanos, who a couple years back shorted data centre REITs and warned... Read more...
Social media hyperscaler said to be planning deployment of edge-hyperscale data centres in multiple US markets January 27, 2025 Philbert Shih An expert inquiry call (made available to research services) conducted with an investment profession... Read more...
WSS: Launches, JVs and investments driven by demand and capital requirements for expansion, while geopolitics lurks in the background January 27, 2025 Philbert Shih An eventful week saw the sector gather at the PTC event in Hawaii, while there were various develop... Read more...
IBM hosts supercomputer on CoreWeave, partners for storage January 24, 2025 Philbert Shih CoreWeave confirmed IBM as a cloud infrastructure customer. ... Read more...
Applied Digital partners with Macquarie Asset Management; financing facility for data centre development, hyperscale customer January 23, 2025 Philbert Shih Applied Digital and Macquarie Asset Management (MAM) formed a partnership that will see MAM provide ... Read more...
