Author Archive

Meta reports 2Q23 results; CapEx reduced and pushed into 2024, AI continues to be key variable complicating capacity planning

July 31, 2023
Philbert Shih

Meta reported its 2Q23 results and shared some interesting data points about its CapEx and data cent...

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Microsoft reports 1QFY24 results; Azure revenue data point, AI driving revenue and CapEx

July 31, 2023
Philbert Shih

Microsoft reported its 1QFY24 (2QCY23) results for the period ending June 30, 2023. Revenue deceler...

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AI demand, hyperscale, GPUs, growth data points, APAC, expansions, M&A

July 31, 2023
Philbert Shih

Another busy week saw more activity around the surging AI vertical, new company formation, some dis...

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US Signal adds COO, CIO to senior management team

July 28, 2023
Philbert Shih

US Signal, a Michigan-based provider of colocation, managed infrastructure and connectivity servic...

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Katapult expanding to APAC region for bare metal

July 27, 2023
Philbert Shih

UK-based bare metal provider Katapult, part of Krystal Hosting, confirmed plans to add infrastructur...

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Lemongrass releases enhanced migration service; shares user base count

July 27, 2023
Philbert Shih

MSP Lemongrass released an enhanced migration service and shared a data point about its growing user...

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Evoque shares data points about bookings in recent quarter

July 25, 2023
Philbert Shih

Evoque shared some data points about its recent progress. ...

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CloudOne Digital acquires Servers.com; consolidation play put in motion

July 25, 2023
Philbert Shih

CloudOne Digital acquired bare metal infrastructure provider Servers.com as it looks to scale its SM...

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Microsoft experiencing challenges from issues driven by AI demand and GPU supply chains

July 25, 2023
Philbert Shih

Media reporting indicates that demand for GPUs at Microsoft Azure has caused significant delays for ...

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DCI Indonesia opens H2-02 data centre at H2 campus in Karawang

July 25, 2023
Philbert Shih

DCI Indonesia opened its H2-02 data centre and new office facilities at the H2 campus in the Karawan...

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RunPod founded to pursue AI opportunity with GPU-oriented cloud infrastructure service

July 25, 2023
Philbert Shih

RunPod, based in New Jersey, is a newly formed cloud infrastructure provider focused on GPUs and AI ...

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AI demand, GPU shortages straining hyperscalers; challenges and market implications

July 24, 2023
Philbert Shih

Various media outlets and sources are reporting that public clouds are limiting access to GPU-based ...

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