Author Archive

Meta reports 1Q25 results; CapEx guidance up amid steady demand outpacing supply

May 6, 2025
Philbert Shih

Meta reported its 1Q25 results, which were highlighted by an increase in CapEx guidance. ...

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Amazon reports 1Q25 results; AWS cloud continues to grow, CapEx outlays steady, with imbalances and adoption cycles causing near-term downtick

May 5, 2025
Philbert Shih

Amazon reported its 1Q25 results, which included the regular details around the AWS cloud business. ...

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WSS: Early returns from earnings season reveals more data points that show sector’s fundamentals intact amid worries around hyperscale pullbacks

May 5, 2025
Philbert Shih

The past week saw more chatter around the topic of hyperscale pullbacks just as earning season kick...

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NVIDIA executive shares insight on AI data centre development

May 1, 2025
Philbert Shih

NVIDIA executives went on record confirming that it has not seen a decline or pullback in AI data ce...

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Cloudflare acquires Outerbase to enhance database toolset

May 1, 2025
Philbert Shih

Cloudflare acquired a young startup called Outerbase that only raised a small amount of seed funding...

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MI: DeepSeek and Jevons Paradox starting to kick in and will continue to push demand, growth

April 30, 2025
Philbert Shih

The revelations around DeepSeek earlier this year continue to reverberate across the sector and has ...

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MI: Edge-hyperscale colocation continues to gain momentum

April 30, 2025
Philbert Shih

There continues to be momentum in the edge-hyperscale data centre colocation space, which has emerge...

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MI: Geopolitics and global trade wars to inevitably have impact on infrastructure

April 30, 2025
Philbert Shih

Geopolitics and US global trade policy will continue to have an unpredictable impact on the sector. ...

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MI: AWS latest to pull back on infrastructure, but still not a sign of sector fundamentals moving out of place

April 30, 2025
Philbert Shih

The biggest topic of conversation around the sector continues to be the question of whether the sect...

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MI: Pre-development, master-planned data centre segment maturing and evolving further

April 30, 2025
Philbert Shih

The continues to be movement in the data centre colocation landscape as the pre-development and powe...

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MI: Hyperscale overflow to GPU providers building

April 30, 2025
Philbert Shih

There appears to be more overflow capacity from hyperscalers looking to jump on the CoreWeave platfo...

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MI: NVIDIA inching towards more direct service delivery, which means data centre procurement

April 30, 2025
Philbert Shih

There continue to be subtle signs that NVIDIA is moving closer to direct service delivery and status...

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