Archive for the ‘Cloud Infrastructure’ Category

AWS invests $11b in Indiana for data centre development; East to Midwest bridge

May 6, 2024
Vivian Kong

AWS confirmed plans to invest $11b in Indiana to build data centres in St. Joseph County at the Indi...

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CoreWeave raises $1.1b in Series C funding round

May 6, 2024
Philbert Shih

GPU cloud provider CoreWeave raised $1.1b in new funding in a Series C round. ...

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Microsoft reports FY3Q24 results; more AI-driven growth, CapEx increases

May 6, 2024
Philbert Shih

Microsoft reported its FY3Q24 results, which again showed revenue growth acceleration, though capaci...

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Microsoft to invest $2.2b in Malaysia for cloud and AI

May 6, 2024
Philbert Shih

Microsoft confirmed plans to invest $2.2b in Malaysia for cloud computing and AI infrastructure and ...

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Earnings, hyperscale, acceleration, GPUs, M&A, CapEx, expansions, global markets

May 6, 2024
Philbert Shih

It was another busy week across the sector. Earnings season kicked off and the hyperscale platforms...

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Google reports 1Q24 results; more revenue uptick, increases in CapEx investments

May 2, 2024
Philbert Shih

Google reported its 1Q24 results, which saw more growth acceleration on a sequential basis for the G...

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Amazon reports 1Q24 results; AWS passes $100b ARR mark, showing more signs of reaccelerating

May 1, 2024
Philbert Shih

Summary: Amazon reported its 1Q24 results, which saw the AWS cloud business show meaningful growth o...

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Google breaks ground on fourth data centre in the Netherlands

May 1, 2024
Ainsley Woods

Google has broken ground on a data centre campus in Westpoort, Netherlands, in the Groningen municip...

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MI: More signs that enterprise transition to cloud, outsourcing is picking up pace

April 30, 2024
Philbert Shih

There continue to be signs across the board that enterprises are picking up the pace with their digi...

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MI: Hyperscale CapEx set to increase in 2024 and beyond

April 30, 2024
Philbert Shih

CapEx spending is going up across the board for hyperscale platforms. ...

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MI: GPU cloud providers raising more capital to fund infrastructure build-out

April 30, 2024
Philbert Shih

GPU cloud providers continue to raise capital amid unprecedented demand. ...

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MI: More verticalization of cloud and managed infrastructure services

April 30, 2024
Philbert Shih

Cloud and managed infrastructure providers continue to tailor their offerings for the unique needs a...

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