Archive for the ‘Cloud Infrastructure’ Category

Oracle strikes edge partnership in Italy with Rai Way; AI angle

August 14, 2024
Sacha Kavanagh

Oracle struck an interesting partnership in Italy with Rai Way, the infrastructure arm of national b...

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Hyperscale, earnings, self-builds, hybrid data centres, AI, APAC, land parcels, outages

August 12, 2024
Philbert Shih

A busy week saw earnings season get moving, with the hyperscale platforms first to report. We take ...

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Google a step closer to self-building in Uruguay

August 9, 2024
Sacha Kavanagh

Google received approval to build a data centre in Uruguay. ...

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Hyperscalers pushing for flexibility in data centre design; hybrid, scalable, not dedicated

August 8, 2024
Philbert Shih

There are signs that hyperscalers are increasingly looking to build ‘hybrid’ data centre...

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Microsoft construction of data centre for cloud region in Taiwan underway

August 7, 2024
Philbert Shih

Microsoft disclosed some data points on its progress with the cloud infrastructure region it is buil...

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Meta reports 2Q24 results; data points about CapEx, data centre deployment strategy

August 6, 2024
Philbert Shih

Meta reported its 2Q24 results, which included insights about its CapEx and data centre expansion ef...

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CrowdStrike update brings down Microsoft Azure; reinforces needs to review and have processes

August 6, 2024
Philbert Shih

CrowdStrike recently implemented a security update that caused a Microsoft Azure outage that had a c...

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Microsoft reports FY4Q24 results; slight growth moderation amid ongoing capacity constraints

August 5, 2024
Philbert Shih

Microsoft reported its FY4Q24 (CY2Q24) results, which included data points on the Azure cloud infras...

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Amazon reports 2Q24 results; more growth acceleration amid subsiding headwinds

August 5, 2024
Philbert Shih

Amazon reported its 2Q24 results, which showed more growth acceleration as headwinds continue to sub...

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Google reports 2Q24 results; Google Cloud showing steady growth acceleration, AI demand signals

August 5, 2024
Philbert Shih

Alphabet reported its 2Q24 results, which included numbers and data points for the Google Cloud busi...

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M&A, on-site power generation, new company formation, self-builds, hyperscale, land acquisition

August 5, 2024
Philbert Shih

Another busy week saw M&A activity, developments around on-site power generation, new company f...

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Alibaba Group reports FY1Q25 results; Alibaba Cloud sees some uptick, CapEx increases

August 2, 2024
Philbert Shih

Alibaba Group reported its FY1Q25 results (CY2Q24), which included details about the Alibaba Cloud b...

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