Author Archive

MI: Early returns from earnings suggest hyperscale cloud set to reaccelerate

April 30, 2024
Philbert Shih

The early returns from the 1Q24 earnings period point to an emerging shift in the growth trajectory ...

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MI: GPU cloud providers raising more capital to fund infrastructure build-out

April 30, 2024
Philbert Shih

GPU cloud providers continue to raise capital amid unprecedented demand. ...

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MI: More verticalization of cloud and managed infrastructure services

April 30, 2024
Philbert Shih

Cloud and managed infrastructure providers continue to tailor their offerings for the unique needs a...

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Western Digital reports FY3Q24 results; cloud category driving growth

April 29, 2024
Philbert Shih

Storage and hard drive vendor Western Digital reported its FY3Q24 results, which included data point...

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Edge Centres acquires managed infrastructure provider QuadraNet

April 29, 2024
Philbert Shih

Australia’s Edge Centres has been making multiple acquisitions in the US and acquired data cen...

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Meta reports 1Q24 results; CapEx to continue rising; self-build impact

April 29, 2024
Philbert Shih

Summary: Meta reported its 1Q24 results, which included some useful data points about its CapEx traj...

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Rogers confirms efforts to divest data centre portfolio

April 29, 2024
Philbert Shih

Rogers Communications in Canada confirmed on its recent earnings call that it was actively looking a...

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Quantum Loophole building nature reserve on-site to capture carbon; Rowan Infrastructure to land

April 29, 2024
Philbert Shih

Quantum Loophole began developing a nature reserve and signed a new tenant at its master-planned dat...

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Cloud, GPUs, SaaS migrations, Europe, ESG, power constraints, optimizations

April 29, 2024
Philbert Shih

A busy week saw activity in cloud infrastructure and GPUs, more enterprise and SaaS movement betwee...

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Alibaba Cloud cutting prices in global market locations

April 26, 2024
Philbert Shih

Alibaba Cloud confirmed plans to cut pricing for some of its core cloud infrastructure services. ...

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Digital Crossroad nearing capacity for first phase data centre in Indiana

April 26, 2024
Philbert Shih

Digital Crossroad launched a data centre in Hammond, Indiana close to Chicago, that is reported to b...

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Salesforce migrating large server estate within its data centres

April 25, 2024
Philbert Shih

Salesforce is reported to be working on a major migration of its server infrastructure in its data c...

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