Archive for the ‘Cloud Infrastructure’ Category

Microsoft signs PPA for nuclear in PA; nuclear reactor site to be brought back online

October 8, 2024
Philbert Shih

Constellation Energy signed a 20-year energy purchase agreement with Microsoft as it looks to launch...

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Microsoft to invest €4.3b to boost AI infrastructure and cloud capacity in Italy

October 8, 2024
Ainsley Woods

Microsoft is planning to spend €4.3b over the next two years to expand cloud and AI infrastructure...

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Huawei Cloud shares data point on cloud growth in SG

October 7, 2024
Philbert Shih

Huawei Cloud disclosed a useful data point to media outlets about cloud infrastructure growth in Sin...

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Equinix to form $15b JV with GIC and CPP Investments to expand xScale footprint across the US

October 7, 2024
Ainsley Woods

We caught up with management at Equinix to discuss its recent JV announcement aimed at expanding its...

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WSS: Demand profile for the sector remains strong and is driving investment and new opportunities

October 7, 2024
Philbert Shih

We had a slower publishing week due to the infra / STRUCTURE summit in Las Vegas. A big thanks fr...

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MI: Demand profile across sector showing more movement in positive direction

October 4, 2024
Philbert Shih

The demand profile for the sector continues to push forward, though there are some different dynamic...

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MI: Hyperscalers investing heavily in public cloud infrastructure; still the main driver

October 4, 2024
Philbert Shih

Sometimes lost amid the conversation around AI is the simple fact that hyperscale public cloud is st...

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MI: More energy company disclosures speak to level of demand coming from hyperscale

October 4, 2024
Philbert Shih

Picking up where we left off last month, there were more data points coming from energy companies a...

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AWS, Intel to co-invest in chip development based in Ohio

October 3, 2024
Philbert Shih

AWS and Intel expanded on its existing partnership to co-invest in the development of next-generatio...

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PowerHouse, Chirisa JV acquires site for 300MW build

October 2, 2024
Philbert Shih

The JV between PowerHouse Data Centers and Chirisa Technology Parks acquired a new site in Chesterfi...

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iomart Group acquires Microsoft-oriented MSP Atech Cloud

October 2, 2024
Philbert Shih

UK-based iomart Group acquired Atech Cloud, a Microsoft-oriented service provider also based in the ...

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Oracle Cloud to invest $6.5b for public cloud region in Malaysia

October 2, 2024
Philbert Shih

Oracle Cloud confirmed plans to invest over $6.5b in Malaysia. ...

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