Author Archive

NVIDIA to become Lambda cloud customer; data points on Lambda performance

September 15, 2025
Philbert Shih

Media outlets are reporting that NVIDIA has become a significant customer of neocloud provider Lambd...

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OpenAI signs large cloud infrastructure deal with Oracle Cloud; how much will materialize?

September 15, 2025
Philbert Shih

OpenAI is reported to have signed a $300b cloud infrastructure agreement with Oracle Cloud. The repo...

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Lambda said to be eyeing public markets; reports on KPIs

September 15, 2025
Philbert Shih

Neocloud provider Lambda is putting things in motion to go public next year, media outlets are repor...

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WSS: More hyperscale growth acceleration, backlogs signal upward trajectory as technology and energy acquisition strategies remain in motion

September 15, 2025
Philbert Shih

We have worked our way through a long earnings season and overall, the sector executed well. The pe...

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ionstream releases bare metal cloud services built on NVIDIA

September 11, 2025
Philbert Shih

Houston-based ionstream launched bare metal cloud infrastructure services built on NVIDIA GPUs. ...

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Tallvine Partners acquires TRG Datacenters

September 11, 2025
Philbert Shih

Tallvine Partners acquired Houston-based TRG Datacentres from Antarctica Infrastructure Partners. ...

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AWS launches cloud infrastructure region in New Zealand

September 11, 2025
Philbert Shih

AWS launched a new cloud infrastructure region in New Zealand. ...

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Asian Energy Capital, real estate firm to build data centre in Jakarta, Indonesia

September 10, 2025
Philbert Shih

Singapore-based Asian Energy Capital signed an MoU with real estate developer Jakarta Industrial Est...

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Rackspace hires new CEO

September 9, 2025
Philbert Shih

Rackspace brought in Gajen Kandiah as its new CEO, replacing Amar Maletira, who has been the CEO sin...

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Oracle reports 1QFY26 results; raised cloud infrastructure guidance reflects backlog, pipeline positioned for aggressive growth

September 9, 2025
Philbert Shih

Oracle reported its 1QFY26 results, which showed the OCI cloud infrastructure business growing stead...

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Equinix provides update on data centre energy strategy

September 9, 2025
Philbert Shih

Equinix provided an update on its global energy strategy. ...

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EDGNEX Data Centers acquires site in Jakarta for data centre development

September 8, 2025
Philbert Shih

EDGNEX Data Centers, part of DAMAC Group in the UAE, disclosed plans to develop a second data centre...

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