Archive for the ‘AI’ Category

Google reports 4Q24 results; cloud growth and demand profile pushing CapEx increases

February 5, 2025
Philbert Shih

Google’s parent company Alphabet reported its 4Q24 results, which showed more growth for the c...

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Meta reports 4Q24 results; CapEx rises again and no signs of slowing down in near-term

February 3, 2025
Philbert Shih

Meta reported its 4Q24 results, which provided more insights into where CapEx levels are at and how ...

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Time to restart the clock for data centre demand and supply

February 3, 2025
Daniel Golding

Is the data centre industry concluding its collective multi-year freak-out? To be clear about what ...

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DeepSeek: is the data centre industry deep sunk?

February 3, 2025
Daniel Golding

The last several days have seen financial markets and pundits losing their collective minds over sev...

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Spanish AI firm to build data centre, development centre in Talavera; releases financial results

February 3, 2025
Sacha Kavanagh

Spain-based Substrate AI (not to be confused with the Dutch company with virtually the same name, Su...

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WSS: DeepSeek sparks overreaction, unwarranted fears of wider sector headwinds; will have more benefits than negatives

February 3, 2025
Philbert Shih

A busy week was dominated by Chinese startup DeepSeek releasing a new AI chatbot that is said to be...

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MI: AWS investing in infrastructure and technical skills in emerging US markets

January 31, 2025
Philbert Shih

AWS continues to invest big in developing US markets to support infrastructure builds, and technical...

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MI: Big announcements range from aspirational to legitimate

January 31, 2025
Philbert Shih

The past month saw a lot of fanfare tied to announcements about big data centre projects. But not al...

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MI: DeepSeek to be the first of many efficiency gains that will lead to more adoption, demand in the long-run

January 31, 2025
Philbert Shih

The DeepSix release of a chatbot that is said to be comparable to existing technology, but built at ...

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MI: Early signs that GPU clouds are starting global expansion

January 31, 2025
Philbert Shih

GPU cloud providers are in the early stages of building out their infrastructure footprints. ...

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KKR commits $5b investment to Gulf Data Hub for Middle East data centre expansion

January 30, 2025
Swapna Subramani

KKR partnered and acquired an undisclosed stake in Gulf Data Hub (GDH), an independent data centre p...

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NVIDIA to build new Israel data centre

January 30, 2025
Sacha Kavanagh

NVIDIA pledged to invest over $500m in Israel, including a data centre close to its HQ near Haifa. ...

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