Author Archive

MI: More activity in AI-oriented chip development

May 31, 2024
Philbert Shih

There has been more movement in the silicon space as hyperscalers and other vendors look to try and ...

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MI: Earnings seasons showed more stabilization, though cautious outlook going forward

May 31, 2024
Philbert Shih

Earnings season provided more evidence that the wider sector has stabilized, with growth deceleratio...

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MI: Hyperscale cloud investments on the rise, driven by AI and infrastructure needs

May 31, 2024
Philbert Shih

Hyperscale cloud infrastructure platforms continue to invest heavily in skills, training and infrast...

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AtlasEdge names industry veteran as CEO

May 30, 2024
Philbert Shih

Europe-based AtlasEdge named Tesh Durvasula its new CEO, joining AtlasEdge after two years as the CE...

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Expedient releases new security tool for AI workloads

May 29, 2024
Philbert Shih

Data centre operator Expedient released a new security tool for AI workloads. ...

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Ntirety expands channel reach through Sandler Partners

May 28, 2024
Philbert Shih

MSP and managed infrastructure provider Ntirety confirmed a new partnership with Sandler Partners. ...

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Involta re-brands as ark data centres

May 28, 2024
Philbert Shih

Involta re-branded as ark data centres, which is not to be confused (but may end up being confusing)...

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King Street Capital Management acquires HPC colocation operator Colovore

May 27, 2024
Philbert Shih

King Street Capital Management acquired a majority stake in data centre operator Colovore. ...

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Serverspace opens data centre location in UAE

May 27, 2024
Philbert Shih

Summary: Managed infrastructure provider Serverspace opened a new data centre in the UAE. ...

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Centersquare brings in industry veteran as chief strategy officer

May 27, 2024
Philbert Shih

Newly branded data centre operator Centersquare (the company created out of the Evoque and Cyxtera m...

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CoreWeave data points about data centre capacity and expansion plans, demand profile

May 27, 2024
Philbert Shih

Media interviews with CoreWeave executives revealed some interesting data points about the business ...

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Regulatory, hyperscale, earnings, cloud, managed infrastructure, data centre, GPU providers, funding

May 27, 2024
Philbert Shih

The past week saw the peak of earnings season, more developments from the GPU cloud space and conti...

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