Author Archive

Tract breaks ground on master-planned data centre park in Reno, Nevada

May 6, 2024
Philbert Shih

Tract confirmed it has broken ground on its master-planned data centre park at the Peru Shelf Techno...

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CoreWeave raises $1.1b in Series C funding round

May 6, 2024
Philbert Shih

GPU cloud provider CoreWeave raised $1.1b in new funding in a Series C round. ...

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Microsoft reports FY3Q24 results; more AI-driven growth, CapEx increases

May 6, 2024
Philbert Shih

Microsoft reported its FY3Q24 results, which again showed revenue growth acceleration, though capaci...

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Microsoft to invest $2.2b in Malaysia for cloud and AI

May 6, 2024
Philbert Shih

Microsoft confirmed plans to invest $2.2b in Malaysia for cloud computing and AI infrastructure and ...

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Earnings, hyperscale, acceleration, GPUs, M&A, CapEx, expansions, global markets

May 6, 2024
Philbert Shih

It was another busy week across the sector. Earnings season kicked off and the hyperscale platforms...

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Google reports 1Q24 results; more revenue uptick, increases in CapEx investments

May 2, 2024
Philbert Shih

Google reported its 1Q24 results, which saw more growth acceleration on a sequential basis for the G...

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Amazon reports 1Q24 results; AWS passes $100b ARR mark, showing more signs of reaccelerating

May 1, 2024
Philbert Shih

Summary: Amazon reported its 1Q24 results, which saw the AWS cloud business show meaningful growth o...

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MI: More signs that enterprise transition to cloud, outsourcing is picking up pace

April 30, 2024
Philbert Shih

There continue to be signs across the board that enterprises are picking up the pace with their digi...

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MI: Hyperscale CapEx set to increase in 2024 and beyond

April 30, 2024
Philbert Shih

CapEx spending is going up across the board for hyperscale platforms. ...

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MI: M&A transactions more oriented around capabilities than scale

April 30, 2024
Philbert Shih

The M&A landscape is still relatively quiet, compared to historical trends, but there were a num...

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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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