Archive for the ‘Cloud Infrastructure’ Category

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...

Read more...

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...

Read more...

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...

Read more...

Microsoft approved to build gas power plant for Dublin data centres

July 28, 2023
Sacha Kavanagh

Microsoft has been granted approval to build a 170MW gas power plant at Grange Castle in Dublin. ...

Read more...

KDDI Telehouse housing AWS network node in Bangkok data centre; building interconnection hub in emerging hyperscale market

July 27, 2023
Justin Saputra

Colocation and interconnection provider KDDI Telehouse confirmed that AWS will deploy significant pa...

Read more...

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...

Read more...

Equinix shares additional data points on hyperscale business during 2023 Analyst Day

July 27, 2023
Jabez Tan

Equinix shared some interesting data points at its recent Analyst Day. ...

Read more...

WeTransfer reduced server emissions by 78% in 2022 with AWS EC2 Auto-Scaling; no mention on cost savings

July 26, 2023
Jabez Tan

File-sharing platform WeTransfer, based in the Netherlands, shared through a customer case study pie...

Read more...

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 ...

Read more...

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 ...

Read more...

CyrusOne wins court battle and gains permits for Paris expansion

July 24, 2023
Ainsley Woods

The administrative court of Versailles has overturned two decrees issued by the mayor of Wissous tha...

Read more...

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 ...

Read more...