Author Archive

MI: DeepSeek to be the first of many efficiency gains that will lead to more adoption, demand in the long-run

January 31, 2025
Philbert Shih

The DeepSix release of a chatbot that is said to be comparable to existing technology, but built at ...

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MI: Data centre expansion activity clustered in APAC and southeast US

January 31, 2025
Philbert Shih

There was a significant amount of global expansion activity in the past month. A few of the hotspots...

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MI: Master-planned model continues to evolve and take shape

January 31, 2025
Philbert Shih

There was more movement in the master-planned data centre sector that has emerged to focus on the pr...

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MI: Capital continues to support growth and expansion of hyperscale data centre operating platforms

January 31, 2025
Philbert Shih

The recent month saw a significant level of investment activity that speaks to the overall health of...

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MI: Early signs that GPU clouds are starting global expansion

January 31, 2025
Philbert Shih

GPU cloud providers are in the early stages of building out their infrastructure footprints. ...

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MI: Big announcements range from aspirational to legitimate

January 31, 2025
Philbert Shih

The past month saw a lot of fanfare tied to announcements about big data centre projects. But not al...

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Meta shares CapEx update amid plans to build GW-scale data centre in Louisiana

January 29, 2025
Philbert Shih

Meta shared some data points about its AI infrastructure plans moving into 2025. The information was...

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DeepSeek not going to deep-six infrastructure sector; optimization wave will moderate demand, but also have many benefits

January 28, 2025
Philbert Shih

There has been plenty of chatter, or more accurately a collective freak out, around Chinese AI start...

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Stargate Project launches; building hyperscale, AI infrastructure in Abilene, Texas

January 28, 2025
Philbert Shih

The Stargate Project is a new company launched last week that aims to invest $500b in infrastructure...

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Jim Chanos misses again with warnings of data centre infrastructure overbuild

January 27, 2025
Philbert Shih

Renowned hedge fund manager Jim Chanos, who a couple years back shorted data centre REITs and warned...

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Social media hyperscaler said to be planning deployment of edge-hyperscale data centres in multiple US markets

January 27, 2025
Philbert Shih

An expert inquiry call (made available to research services) conducted with an investment profession...

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WSS: Launches, JVs and investments driven by demand and capital requirements for expansion, while geopolitics lurks in the background

January 27, 2025
Philbert Shih

An eventful week saw the sector gather at the PTC event in Hawaii, while there were various develop...

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