Author Archive

MI: Strategic investments, new company formation signalling sector health, investor interest

July 31, 2025
Philbert Shih

The past month saw significant strategic investment activity and new company formation. ...

Read more...

MI: Outsourcing uptake continues to climb amid push to AI and overall transformation trends

July 31, 2025
Philbert Shih

The past month saw more clues that enterprise demand for outsourced infrastructure is accelerating a...

Read more...

MI: Hyperscale leasing universe widening in AI ecosystem

July 31, 2025
Philbert Shih

The past month saw more momentum with hyperscale-level leasing. ...

Read more...

Empyrion Digital launches data centre in Seoul, South Korea

July 30, 2025
Philbert Shih

Empyrion Digital opened its KR1 Gangnam Data Centre (KR1 GDC) in Seoul, South Korea. ...

Read more...

CoreWeave stands up GB300 NVL72 systems; in Switch data centres

July 30, 2025
Philbert Shih

CoreWeave confirmed it has deployed the new NVIDIA GB300 NVL72 rack-scale systems on its cloud infra...

Read more...

DigitalOcean rolls out GradientAI to enable AI development

July 29, 2025
Philbert Shih

DigitalOcean brought its GradientAI platform into general availability. ...

Read more...

Digital Connexion brings in CEO to lead JV

July 29, 2025
Philbert Shih

Digital Connexion named C R Srinivasan as CEO. ...

Read more...

Seraya Partners brings in capital, investors to support Empyrion Digital’s APAC development

July 29, 2025
Philbert Shih

Seraya Partners recently closed a co-investment round to support its data centre development platfor...

Read more...

OpenAI reveals plans for Stargate initiative expansions in partnership with Oracle Cloud; aiming to build out 4.5GW

July 28, 2025
Philbert Shih

OpenAI confirmed plans to develop a significant amount of infrastructure capacity as part of the Sta...

Read more...

WSS: Hyperscale earnings show signs of cloud growth acceleration and healthy demand even as pullbacks still happen

July 28, 2025
Philbert Shih

The past week was another busy one as earnings season kicked off and we got our first look at the r...

Read more...

Google reports 2Q25 results; growth picks up pace, CapEx outlook increased

July 24, 2025
Philbert Shih

Google’s parent company Alphabet reported its 1Q25 results, which included details about the Googl...

Read more...

5C Group raises $830m from Brookfield, Deutsche Bank

July 23, 2025
Philbert Shih

5C Group confirmed it has closed on a $835m capital raise. ...

Read more...