Meta reports 4Q24 results; CapEx rises again and no signs of slowing down in near-term February 3, 2025 Philbert Shih Meta reported its 4Q24 results, which provided more insights into where CapEx levels are at and how ... Read more...
Microsoft reports 2QFY25 results; Azure continues steady growth amid capacity constraints, while most get situation wrong February 3, 2025 Philbert Shih Microsoft reported its 2QFY25 results, which included details on Azure growth, AI uptake and CapEx o... Read more...
Management team changes at Rackspace; 4Q24 expected to be on track February 3, 2025 Philbert Shih Rackspace confirmed some changes to its senior management team. Brian Lillie, formerly of Equinix an... Read more...
WSS: DeepSeek sparks overreaction, unwarranted fears of wider sector headwinds; will have more benefits than negatives February 3, 2025 Philbert Shih A busy week was dominated by Chinese startup DeepSeek releasing a new AI chatbot that is said to be... Read more...
MI: AWS investing in infrastructure and technical skills in emerging US markets January 31, 2025 Philbert Shih AWS continues to invest big in developing US markets to support infrastructure builds, and technical... Read more...
MI: Data centre build pauses not a product of demand, but rapidly shifting technical requirements January 31, 2025 Philbert Shih Pauses in data centre construction are not driven just by the ups and downs in demand, but increasin... Read more...
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: Master-planned model continues to evolve and take shape January 31, 2025 Philbert Shih There was more movement in the master-planned data centre sector that has emerged to focus on the pr... 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...
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: Early signs that GPU clouds are starting global expansion January 31, 2025 Philbert Shih GPU cloud providers are in the early stages of building out their infrastructure footprints. ... 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...
