Author Archive

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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MI: More verticalization of cloud and managed infrastructure services

April 30, 2024
Philbert Shih

Cloud and managed infrastructure providers continue to tailor their offerings for the unique needs a...

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Western Digital reports FY3Q24 results; cloud category driving growth

April 29, 2024
Philbert Shih

Storage and hard drive vendor Western Digital reported its FY3Q24 results, which included data point...

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Edge Centres acquires managed infrastructure provider QuadraNet

April 29, 2024
Philbert Shih

Australia’s Edge Centres has been making multiple acquisitions in the US and acquired data cen...

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