Archive for the ‘AI’ Category

US government trade policy built on tariffs inevitably a bad thing for data centre, cloud infrastructure sector; just how bad is the question

April 14, 2025
Philbert Shih

One of the questions frequently being asked these days, and is now impossible to avoid, is pretty st...

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Google confirms CapEx commitments for infrastructure; rolls out Cloud WAN

April 14, 2025
Philbert Shih

Google CEO Sundar Pichai reiterated that Google would spend $75b in total CapEx this year – pr...

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Microsoft addresses recent pullback on data centre infrastructure projects

April 14, 2025
Philbert Shih

There continues to be discussion about Microsoft’s recent pullback on certain data centre infr...

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Borealis Data Center signs up AI infrastructure provider Fluidstack; strikes financing deal with Macquarie

April 14, 2025
Sacha Kavanagh

UK-based AI cloud platform Fluidstack announced plans to deploy Exascale clusters with Borealis Data...

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SoftBank acquires Ampere to power AI compute infrastructure

April 11, 2025
Swapna Subramani

SoftBank Group disclosed a $6.5b all-cash acquisition of Ampere Computing, a US-based semiconductor ...

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Rackspace launches AI-oriented private cloud infrastructure service

April 10, 2025
Swapna Subramani

Rackspace launched Rackspace AI Business, a private cloud offering aimed at supporting enterprise AI...

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Energy company Eni plots Milan data centre with UAE partners

April 10, 2025
Sacha Kavanagh

Italy-based energy company Eni signed agreements with various UAE companies regarding data centre de...

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Google said to be working with CoreWeave for possible overflow capacity

April 7, 2025
Philbert Shih

Media outlets citing multiple sources are reporting that Google is in the process of negotiating and...

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Microsoft oversupply build situation seems to be near-term and the results of various dynamics; all signs point to little overall demand drop-off

April 7, 2025
Philbert Shih

In late February, various media outlets cited research commentary published by equity analysts that ...

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CURRENC and ARC form joint venture to develop 500MW data centre campus in Johor, Malaysia

April 7, 2025
Jabez Tan

CURRENC Group, a Singapore-based and Nasdaq-listed fintech and digital remittance firm that provides...

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WSS: CoreWeave goes public as AI infrastructure builds move forward, while investment and CapEx outlays continue to climb

April 7, 2025
Philbert Shih

The sector continues to see steady levels of activity across segments and geographies. Just over a...

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Crusoe divests bitcoin mining operation to NYDIG

April 3, 2025
Philbert Shih

NYDIG, a bitcoin and energy firm, disclosed plans to acquire Crusoe’s bitcoin mining operation...

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