Author Archive

NVIDIA to be delayed in Blackwell series shipments; impacts hyperscalers, shapes growth trajectory

August 21, 2024
Philbert Shih

Various media reports confirm that NVIDIA will experience delays in its shipment of the next generat...

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Actis launches APAC-focused operating platform Epoch Digital

August 20, 2024
Philbert Shih

Summary: Global investor Actis recently launched Epoch Digital, a new development and operating plat...

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Akamai reports 2Q24 results; cloud compute momentum driven by enterprise demographic

August 19, 2024
Philbert Shih

Akamai reported its 2Q24 results, which showed more progress for the compute infrastructure segment,...

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M&A, earnings, energy, SMB, webscale, data centre, data centres, connectivity, GPU

August 19, 2024
Philbert Shih

Another busy week saw more from earnings season, M&A activity in the global data centre colocat...

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CoreWeave takes down more capacity with Core Scientific; brings commitment to nearly 400MW

August 14, 2024
Philbert Shih

Data centre operator Core Scientific confirmed that CoreWeave exercised its option to take down more...

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DigitalOcean reports 2Q24 results; growth rate improvements, AI, new data centre in ATL, data centre strategy shift

August 14, 2024
Philbert Shih

DigitalOcean reported its 2Q24 results, which showed some growth acceleration on a sequential and ov...

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RadiusDC acquires Miami data centre from Actis

August 14, 2024
Philbert Shih

RadiusDC, backed by IPI Parnters, acquired Miami I, an interconnection-oriented data centre in Sweet...

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Digital Realty data points on power densities across workloads, verticals

August 13, 2024
Philbert Shih

Digital Realty disclosed some interesting data points about current power density ranges they are se...

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GoDaddy reports 2Q24 results; growth driven by value-add layer

August 12, 2024
Philbert Shih

GoDaddy reported its 2Q24 results. ...

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IONOS reports 1H24 trading update; adjusts growth expectations

August 12, 2024
Philbert Shih

SMB and cloud provider IONOS, based in Germany, disclosed a trading update for the 1H24 period. ...

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American Electric Power reports 2Q24 results; shares data points on data centre demand

August 12, 2024
Philbert Shih

Ohio-based American Electric Power disclosed its 2Q24 results, which provided details on the demand ...

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Hyperscale, earnings, self-builds, hybrid data centres, AI, APAC, land parcels, outages

August 12, 2024
Philbert Shih

A busy week saw earnings season get moving, with the hyperscale platforms first to report. We take ...

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