Archive for the ‘Cloud Infrastructure’ Category

Microsoft reports FY1Q25 results; steady growth for Azure

November 1, 2024
Philbert Shih

Microsoft reported its FY1Q25 results, which included data points for the Azure cloud business under...

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Google reports 3Q24 results; raw cloud infrastructure growth

November 1, 2024
Philbert Shih

Google Cloud’s parent company Alphabet reported its 3Q24 results. ...

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MI: More JV formation as hyperscale and AI requirements climb rapidly

October 31, 2024
Philbert Shih

There was more JV activity in the past month as hyperscale data centre projects require increasingly...

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MI: CoreWeave, Lambda, GPU clouds consuming more data centre colocation

October 31, 2024
Philbert Shih

CoreWeave and Lambda continue to take down data centre colocation capacity, providing more colour on...

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MI: Hyperscale investments validate growth potential and upside of emerging cloud markets

October 31, 2024
Philbert Shih

Summary: One of the recurring themes just this past month was the sheer volume of investments being ...

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MI: Cryptocurrency infrastructure operators showing growth in traditional Internet infrastructure

October 31, 2024
Philbert Shih

The competitive landscape has shifted rapidly over the last 12-18 months, with a number of cryptocur...

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AWS, e& strike deal for Middle East sovereign cloud services

October 30, 2024
Sacha Kavanagh

AWS and e& (formerly Etisalat) signed a $1b six-year agreement to combine AWS cloud infrastructu...

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Liquid Web rolls out GPU bare metal hosting service

October 29, 2024
Philbert Shih

Liquid Web rolled out a new GPU bare metal hosting service. ...

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DigitalOcean partners with Hugging Face to help train AI and ML models

October 29, 2024
Philbert Shih

Webscale cloud provider DigitalOcean partnered with open source platform Hugging Face to help end us...

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AWS to see delay in bringing online cloud infrastructure services with Blackwell chips

October 29, 2024
Philbert Shih

AWS confirmed recently that it will not be able to bring online cloud infrastructure built on the ne...

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ByteDance looking at Thailand for data centres to support BytePlus

October 29, 2024
Philbert Shih

Media reports indicate ByteDance is evaluating setting up in-country data centres in Thailand. ...

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CoreWeave takes down last tranche for total of 500MW with Core Scientific

October 28, 2024
Philbert Shih

Data centre provider Core Scientific confirmed that its customer CoreWeave took the final option on ...

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