Archive for the ‘Cloud Infrastructure’ Category

WSS: Early returns from earnings season reveals more data points that show sector’s fundamentals intact amid worries around hyperscale pullbacks

May 5, 2025
Philbert Shih

The past week saw more chatter around the topic of hyperscale pullbacks just as earning season kick...

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Microsoft underlines commitment to increased data centre capacity in Europe

May 4, 2025
Sacha Kavanagh

As rumours swirl about Microsoft pulling back from some data centre infrastructure projects, preside...

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Equinix invests $140m in Nigeria; building new data centre, helping decentralize

May 2, 2025
Swapna Subramani

Equinix will make a $140m investment over the next two years to expand digital infrastructure in sou...

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KT Cloud to operate and partially lease new 20MW data centre development in Seoul, South Korea

May 2, 2025
Jabez Tan

South Korea’s KT Cloud has been confirmed as the data centre operator of a 30MW facility curre...

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NVIDIA executive shares insight on AI data centre development

May 1, 2025
Philbert Shih

NVIDIA executives went on record confirming that it has not seen a decline or pullback in AI data ce...

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Cloudflare acquires Outerbase to enhance database toolset

May 1, 2025
Philbert Shih

Cloudflare acquired a young startup called Outerbase that only raised a small amount of seed funding...

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AdaniConneX plans $10b investment in Indian data centres amid AI surge

May 1, 2025
Swapna Subramani

The Adani Group is reported to be planning a $10b investment to develop two hyperscale data centres ...

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NTT, Neysa Networks to build AI data centre in Hyderabad for GPU cloud

May 1, 2025
Swapna Subramani

NTT Data, in collaboration with Indian GPU cloud platform Neysa Networks and the Telangana governmen...

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MI: DeepSeek and Jevons Paradox starting to kick in and will continue to push demand, growth

April 30, 2025
Philbert Shih

The revelations around DeepSeek earlier this year continue to reverberate across the sector and has ...

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MI: Edge-hyperscale colocation continues to gain momentum

April 30, 2025
Philbert Shih

There continues to be momentum in the edge-hyperscale data centre colocation space, which has emerge...

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MI: Geopolitics and global trade wars to inevitably have impact on infrastructure

April 30, 2025
Philbert Shih

Geopolitics and US global trade policy will continue to have an unpredictable impact on the sector. ...

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MI: AWS latest to pull back on infrastructure, but still not a sign of sector fundamentals moving out of place

April 30, 2025
Philbert Shih

The biggest topic of conversation around the sector continues to be the question of whether the sect...

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