Author Archive

CoreWeave data points about growth and infrastructure trajectory; considering IPO

November 14, 2024
Philbert Shih

Media reports from various outlets reveal data points about CoreWeave’s customer base and its ...

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Crusoe Energy closing in on more funding

November 14, 2024
Philbert Shih

Media reports indicate Founders Fund, an existing investor in Crusoe Energy, is set to invest an add...

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Empyrion Digital to enter Taiwan data centre market

November 14, 2024
Philbert Shih

Empyrion Digital confirmed plans to build a 7MW IT load centre in Taipei, Taiwan. ...

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Tonaquint names industry veteran CEO

November 13, 2024
Philbert Shih

Data centre operator Tonaquint named Jim Buie as CEO. ...

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KKR, Energy Capital Partners form $50b partnership to enable hyperscale, AI data centre infrastructure

November 13, 2024
Philbert Shih

KKR and Energy Capital Partners set up a strategic partnership worth $50b to support and enable hype...

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CIM Group moves data centres into 1547, Harrison Street JV

November 12, 2024
Philbert Shih

CIM Group sold a portfolio of four data centres to a joint venture between 1547 Critical Realty Syst...

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Duke Energy shared insights on demand profile in 3Q24 results

November 11, 2024
Philbert Shih

Duke Energy reported its 3Q24 results and provided some insights into the data centre demand it is s...

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Meta reports 3Q24 results; CapEx continues to climb, driven by servers, GPUs

November 11, 2024
Philbert Shih

Meta reported its 3Q24 results, which provided more insights into its CapEx investment levels. ...

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Akamai reports 3Q24 results; compute continues to be driver as business takes steps in long-term transition

November 11, 2024
Philbert Shih

Akamai reported its 3Q24 results, which continued to show healthy growth in the security and cloud c...

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Possible budget flush season would positively impact cloud and infrastructure

November 11, 2024
Philbert Shih

There is some discussion in the investment community about a coming budget flush that will potential...

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WSS: Earnings season reveals data points, KPIs, pointing to growth, accelerated investment in infrastructure amid strong demand signals

November 11, 2024
Philbert Shih

Earnings season is in full swing and the results coming from the sector’s bellwether companie...

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Lightedge to elevate COO to CEO role

November 8, 2024
Philbert Shih

Lightedge confirmed that Rob Carter will take over as CEO. ...

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