Archive for the ‘Cloud Infrastructure’ Category

WSS: More misguided sentiment around where the sector is headed as earnings season kicks off with solid results so far

February 10, 2025
Philbert Shih

Another busy week followed the collective freak-out over Chinese startup DeepSeek releasing a new ...

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Amazon reports steady 4Q24 and FY24 results with AWS showing steady, consistent growth

February 6, 2025
Philbert Shih

Amazon reported its 4Q24 results, which showed AWS cloud infrastructure growth moving along at a sim...

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Rackspace and Dubai Health to develop AI-driven healthcare digital hub using cloud

February 6, 2025
Swapna Subramani

Rackspace and Dubai Health signed a MoU to explore the creation of a healthcare digital hub, using c...

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Asia Pacific Land and Global Compute Infrastructure form JV to develop Kyushu’s first hyperscale data centre campus

February 5, 2025
Jabez Tan

The Asia Pacific Land Group and Los Angeles-based Global Compute Infrastructure formed a joint ventu...

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Google reports 4Q24 results; cloud growth and demand profile pushing CapEx increases

February 5, 2025
Philbert Shih

Google’s parent company Alphabet reported its 4Q24 results, which showed more growth for the c...

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DoIT acquires LiveDiagrams; enhancing optimization for cloud

February 4, 2025
Philbert Shih

Managed public cloud provider DoIT acquired DoiT LiveDiagrams. ...

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Meta reports 4Q24 results; CapEx rises again and no signs of slowing down in near-term

February 3, 2025
Philbert Shih

Meta reported its 4Q24 results, which provided more insights into where CapEx levels are at and how ...

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Time to restart the clock for data centre demand and supply

February 3, 2025
Daniel Golding

Is the data centre industry concluding its collective multi-year freak-out? To be clear about what ...

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DeepSeek: is the data centre industry deep sunk?

February 3, 2025
Daniel Golding

The last several days have seen financial markets and pundits losing their collective minds over sev...

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Microsoft reports 2QFY25 results; Azure continues steady growth amid capacity constraints, while most get situation wrong

February 3, 2025
Philbert Shih

Microsoft reported its 2QFY25 results, which included details on Azure growth, AI uptake and CapEx o...

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Management team changes at Rackspace; 4Q24 expected to be on track

February 3, 2025
Philbert Shih

Rackspace confirmed some changes to its senior management team. Brian Lillie, formerly of Equinix an...

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WSS: DeepSeek sparks overreaction, unwarranted fears of wider sector headwinds; will have more benefits than negatives

February 3, 2025
Philbert Shih

A busy week was dominated by Chinese startup DeepSeek releasing a new AI chatbot that is said to be...

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