Author Archive

MI: Rise in strategic activity coming out of Europe

November 29, 2024
Philbert Shih

For the second consecutive month, there was a steady volume of strategic activity across the sector....

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MI: Hyperscale CapEx continues to climb and widen TAM

November 29, 2024
Philbert Shih

The hyperscale CapEx numbers coming out of earnings season are good indicators for where the sector ...

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MI: Earnings season shows more steadiness and consistency across Internet infrastructure segments

November 29, 2024
Philbert Shih

The past month saw most of the sector report its 3Q24 results and the overall performance was steady...

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MI: JVs and partnerships scaling up to support pipeline of infrastructure demand

November 29, 2024
Philbert Shih

Large-scale partnerships and JVs are forming to provide the capital, resources and expertise necessa...

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MI: Data centre colocation leasing activity pushes forward

November 29, 2024
Philbert Shih

The past month saw more significant leasing activity. ...

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CoreWeave partners with Pure Storage to help customers with storage, data management

November 28, 2024
Philbert Shih

Pure Storage made a strategic investment in GPU-oriented cloud provider CoreWeave. ...

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Digital Realty adds OVHcloud to interconnection ecosystem

November 28, 2024
Philbert Shih

Digital Realty added OVHcloud to its ServiceFabric interconnection platform. ...

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Core Scientific, CoreWeave building 100MW data centre in Oklahoma

November 26, 2024
Philbert Shih

Core Scientific confirmed a new data centre project in Muskogee, Oklahoma in partnership with GPU cl...

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Keppel sets up JV to build 80MW data centre campus in Taipei, Taiwan

November 25, 2024
Philbert Shih

Keppel Ltd. set up a JV with a new operating platform to build an 80MW data centre campus in Taipei,...

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Equinix to retire Equinix Metal bare metal service; drivers behind decision around cloud maturation, hyperscale bet

November 25, 2024
Philbert Shih

Equinix confirmed it would sunset the Equinix Metal bare metal cloud infrastructure service by June ...

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CoreWeave sells minority stakes to investors, strategics Cisco, Pure Storage; valued at over $20b

November 25, 2024
Philbert Shih

Media reports indicate that CoreWeave has closed a secondary share sale. ...

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WSS: More from earnings season demonstrates stability and momentum of sector as more investments, builds and leases made on global basis

November 25, 2024
Philbert Shih

The past week saw more from earnings season and we looked at more of the results coming from cloud ...

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