Archive for the ‘Cloud Infrastructure’ Category

WSS: M&A, strategic moves and more new company formation mark the transition into the new year

January 12, 2026
Philbert Shih

The first week of the year is often about picking up from the slower last month of the previous year...

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Google Cloud plans Türkiye region in partnership with Turkcell

January 9, 2026
Sacha Kavanagh

Google Cloud plans to open a new region in Türkiye (Turkey) as part of a $2b investment in the coun...

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Palo Alto Networks, Google Cloud expanding partnership with more integrations, cloud infrastructure consumption

January 8, 2026
Philbert Shih

Palo Alto Networks expanded its partnership with Google Cloud. ...

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Amazon taps company veteran to head up new computing arm

January 7, 2026
Philbert Shih

Amazon named 27-year company veteran Peter DeSantis, SVP of AWS Utility Computing Products, as the h...

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Applied Digital proposes spin-out of cloud computing business; to focus on hyperscale data centre colocation

January 7, 2026
Philbert Shih

Applied Digital disclosed plans to sell its cloud computing assets to EKSO Bionics to form a new com...

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Nscale acquires data centre engineering consultancy Future-tech

January 6, 2026
Philbert Shih

Neocloud Nscale acquired Future-tech, a data centre engineering consultancy based in the UK. ...

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Alphabet acquires Intersect for $4.5b; securing and producing energy for Google’s data centres

January 6, 2026
Philbert Shih

Alphabet, parent company of Google, acquired Intersect for $4.5b in cash, while assuming all debt. ...

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NVIDIA licenses technology from Groq in $20b deal; acquire-hire to address inferencing, training separation

January 6, 2026
Philbert Shih

NVIDIA and Groq entered into a licensing arrangement that will see NVIDIA pay Groq to use and integr...

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WSS: More large-scale GPU deals along with webscale consumption as strategic developments continue

January 5, 2026
Philbert Shih

The last week of the year saw more developments that reflect the ongoing momentum in the sector. Flu...

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MI: Hyperscalers continue to build out infrastructure on global basis; non-traditional locations and dedicated AI builds

December 31, 2025
Philbert Shih

The hyperscale cloud platforms continue to invest heavily on a global basis, pouring resources into ...

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MI: Chinese hyperscalers face supply constraints around GPU that may impact growth

December 31, 2025
Philbert Shih

The Chinese hyperscalers have been recovering over the last several quarters, but do not seem to be ...

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MI: Fluidstack builds out data centre capacity with another large lease, raising capital; rapid pace of development

December 31, 2025
Philbert Shih

Neocloud Fluidstack was again very active in the past month. ...

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