Author Archive

MI: Earnings season shows a sector on sturdy ground

February 28, 2025
Philbert Shih

Early returns from earnings season this past month show a sector on stable ground and pushing forwar...

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PointOne partners with investment manager to support projects in Virginia

February 27, 2025
Philbert Shih

PointOne Data Centers confirmed it has brought on an undisclosed global investment manager to suppor...

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Lambda raises $480m in Series D round

February 27, 2025
Philbert Shih

GPU cloud provider Lambda raised $480m in a Series D round. Some media outlets are reporting that th...

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QuadReal increases investment in T5; Chicago to be site for first large campus build of over 1GW

February 27, 2025
Philbert Shih

Canada’s QuadReal Property Group made an additional investment in T5 Data Centers to fund its ...

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Aptum hires chief revenue officer

February 27, 2025
Philbert Shih

Managed infrastructure provider Aptum brought in Jaime Konzelman as CRO. ...

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Oracle Cloud, Google Cloud plan to launch more nodes for interoperability service

February 26, 2025
Philbert Shih

Oracle Cloud and Google Cloud confirmed plans to launch eight new nodes for the Oracle Database@Goog...

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Alibaba reports CY4Q24 results; cloud growth takes another jump

February 25, 2025
Philbert Shih

Alibaba Group reported its FY3Q25 results (CY4Q24), which showed Alibaba Cloud moving the needle for...

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Patrizia invests in Aligned Data Centers

February 25, 2025
Philbert Shih

European asset manager Patrizia, an existing investor in Aligned Data Centers, confirmed an investme...

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AWS CEO talks price-performance, moving to cloud as AI strategy focus

February 25, 2025
Philbert Shih

Matt Garman, CEO of AWS, was interviewed recently and a few comments he made were useful in understa...

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Alibaba Cloud launches second cloud data centre in Bangkok, Thailand

February 24, 2025
Philbert Shih

Alibaba Cloud launched a second public cloud data centre in Bangkok, Thailand. This follows the laun...

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Microsoft reported to be pulling back on leases for data centre capacity; it is a sign of overbuild, demand shifts or other factors?

February 24, 2025
Philbert Shih

There are a few media outlets referencing equity analyst commentary around hyperscale leasing patter...

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Siam AI stands up Blackwell-based cloud node in STT GDC Bangkok data centre

February 24, 2025
Philbert Shih

Thailand-based GPU cloud provider Siam AI set up a node at the STT GDC data centre (STT Bangkok 1) i...

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