ECLAIRION to host Mistral AI cluster in Paris March 5, 2025 Sacha Kavanagh France-based ECLAIRION, which we came across a year ago, claims to have signed an MoU with French AI... Read more...
Blackstone, Panchshil Realty’s making $2.3b AI data centre play in India March 4, 2025 Swapna Subramani Media reports indicate Blackstone and Panchshil Realty are planning a 500MW AI-ready hyperscale data... Read more...
CoreWeave files S-1 and eyes the public markets March 4, 2025 Philbert Shih GPU cloud provider CoreWeave filed its S-1 with plans to trade on the Nasdaq under ticker symbol CR... Read more...
DigitalOcean reports 4Q24, FY24 results; steady as she goes, with a long-term view March 4, 2025 Philbert Shih DigitalOcean reported its 4Q24 and FY24 results, which showed more steadiness and consistency as it ... Read more...
Google to develop more data centres in Kuala Lumpur, Malaysia by leasing and buying land from EcoWorld March 4, 2025 Jabez Tan Google is buying and leasing more land in Kuala Lumpur, Malaysia to develop data centres from Malays... Read more...
NVIDIA reports 4Q24 results; Blackwell ramp hits inflection point March 3, 2025 Jabez Tan NVIDIA reported its 4Q24 results, which revealed a surge in Blackwell revenue for the quarter as the... Read more...
OpenAI planning to shift data centre development under Stargate umbrella; OCI to benefit March 3, 2025 Philbert Shih Media reports indicate that OpenAI is planning to shift more its data centre development under the u... Read more...
Meta reported to be planning more data centres, raising capital for projects March 3, 2025 Philbert Shih Media reports suggest Meta is in talks with investors to fund $30-35b in data centre development. ... Read more...
Rackspace reports 4Q24, FY24 results; bookings uptick amid continued revenue attrition March 3, 2025 Philbert Shih Rackspace reported its 4Q24 and FY24 results, which showed more negative growth despite some positiv... Read more...
Akamai reports 4Q24, FY24 results; compute continues healthy growth trajectory, large customer wins March 3, 2025 Philbert Shih Akamai reported its 4Q24 and FY24 results, which continue to show a business that is shifting to com... Read more...
WSS: Questions around sector’s status continue to swirl as hyperscalers said to be pulling back from leases, infrastructure builds; but is it real? March 3, 2025 Philbert Shih The sector continues to see developments that raise questions about the sector’s status and w... Read more...
MI: Edge-hyperscale segment emerging to tackle market inefficiency February 28, 2025 Philbert Shih Amid the focus on hyperscale AZs and AI training models, a bit of a market inefficiency has emerged ... Read more...
