Author Archive

Microsoft and xAI reported to be discussing possible infrastructure deal on Azure

May 12, 2025
Philbert Shih

Multiple media reports say there are discussions ongoing between Microsoft and xAI to house the Grok...

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11:11 Systems closes debt financing round

May 12, 2025
Philbert Shih

Managed infrastructure provider 11:11 Systems confirmed closing a round of debt financing. ...

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Akamai reports 1Q25 results; cloud compute segment tracking well amid shifts in market

May 12, 2025
Philbert Shih

Akamai reported its 1Q25 results, which showed some interesting growth dynamics around the cloud com...

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WSS: Early returns from earnings seasons provide data points about sector’s trajectory, quelling fears of sector overbuild

May 12, 2025
Philbert Shih

Earnings season is now in full swing and the past week saw hyperscale (AWS, Microsoft, Meta) and be...

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CoreWeave expands revolving credit facility

May 8, 2025
Philbert Shih

CoreWeave more than doubled its revolving credit facility. ...

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Crusoe releases new managed services for cloud platform

May 8, 2025
Philbert Shih

Crusoe released new managed services to be delivered through its NVIDIA-enabled cloud infrastructure...

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Akamai rolls out managed container service

May 8, 2025
Philbert Shih

Akamai released a new managed container service targeted at the enterprise market. ...

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CoreWeave makes NVIDIA GB200 NVL72 rack-scale systems available on cloud infrastructure platform

May 8, 2025
Philbert Shih

NVIDIA confirmed that NVIDIA GB200 NVL72 systems are now deployed and available on the CoreWeave clo...

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Microsoft reports 3QFY25 results; AI growing, but core cloud infrastructure the main driver and seeing acceleration

May 7, 2025
Philbert Shih

Microsoft reported its 3QFY25 results, which included the usual data points on Azure and AI growth. ...

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DoIT shares data points on growth; M&A plans oriented to technology acquisition

May 7, 2025
Philbert Shih

Managed public cloud provider DoIT shared some data points about its growth and confirmed plans to e...

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DigitalOcean rolls out new caching service for database management

May 7, 2025
Philbert Shih

DigitalOcean released a new caching service that will replace its legacy capability. ...

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Stonepeak launches Montera Infrastructure with $1.5b equity investment

May 6, 2025
Philbert Shih

Stonepeak launched Montera Infrastructure, a new hyperscale data centre operator. ...

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