Author Archive
MI: CDN, edge providers next up with GPU-oriented infrastructure; mixed builds
The surge in AI demand is pushing public cloud platforms to host GPU-based infrastructure. ...
Read more...MI: Realignment in M&A moving to CDN space
Realignment of assets, many of which are legacy in nature, has been a persistent theme in M&A ov...
Read more...MI: Separation in colocation extending to hyperscale colocation space
The data centre sector continues to separate. ...
Read more...MI: Public cloud growth deceleration showing more signs of stabilization
Public cloud growth has decelerated over the last six quarters. ...
Read more...Meta reports 3Q23 results; shares CapEx details and hints about new data centre architecture
Read more...Amazon reports 3Q23 results; growth deceleration stabilizes on sequential basis (update)
Amazon reported its 3Q23 results, which included details for the AWS cloud infrastructure arm. ...
Read more...Akamai adds scrubbing centres in Canada for DDoS
Akamai added scrubbing centres in its Toronto and Montreal locations. ...
Read more...Amazon reports 3Q23 results; growth deceleration stabilizes on sequential basis
Amazon reported its 3Q23 results, which included details for the AWS cloud infrastructure arm. ...
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