Archive for the ‘Cloud Infrastructure’ Category
OpenAI planning to shift data centre development under Stargate umbrella; OCI to benefit
Read more...Akamai reports 4Q24, FY24 results; compute continues healthy growth trajectory, large customer wins
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?
The sector continues to see developments that raise questions about the sector’s status and w...
Read more...MI: Higher and higher stakes lead to overreactions about shifts in landscape, market developments
Read more...MI: Infrastructure uptake from AI inferencing workloads picking up
The sector continues to see momentum on the AI inferencing side of the game. ...
Read more...MI: Recent M&A activity signals shifts in infrastructure service lines, investment strategy
The past month saw M&A activity that highlights certain shifts in the market. ...
Read more...MI: Hyperscale CapEx investments continue to climb aggressively
The volume of CapEx investments being made by hyperscalers continues to climb. ...
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