Archive for the ‘Cloud Infrastructure’ Category

4Q24 IB: Chinese hyperscale clouds starting to turn corner, driving colocation demand in APAC

March 14, 2025
Philbert Shih

The Chinese hyperscale clouds have started to turn the corner. ...

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4Q24 IB: Executive Summary

March 14, 2025
Philbert Shih

The sector left the final quarter of the year on a good note. The overall stabilization of the secto...

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Ireland proposes new policy for data centre connections to the electricity grid

March 13, 2025
Sacha Kavanagh

Ireland’s Commission for Regulation of Utilities (CRU) published proposals for a new electricity c...

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ResetData and Centuria form joint venture to deploy H200 training cluster in Melbourne’s CBD

March 13, 2025
Jabez Tan

Cloud provider ResetData formed a joint venture with Centuria Capital Group to deploy an AI training...

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OpenAI to run on CoreWeave GPU-based cloud infrastructure

March 12, 2025
Philbert Shih

CoreWeave disclosed a significant customer win, adding OpenAI to its client roster. ...

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OVHcloud opens Local Zone in Dublin

March 11, 2025
Ainsley Woods

OVHcloud opened a Local Zone infrastructure node in Dublin, Ireland. ...

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Teraco, Digital Realty secure wind PPA to power data centres

March 11, 2025
Swapna Subramani

South Africa-based data centre operator Teraco, a subsidiary of Digital Realty, signed a PPA with NO...

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ByteDance expanding investment for infrastructure in Bangkok, Thailand

March 10, 2025
Philbert Shih

TikTok’s parent company ByteDance confirmed it would substantially increase its investment in ...

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CoreWeave files S-1 and eyes the public markets; a perfect storm of timing and a unique value proposition, but lots of possible outcomes

March 10, 2025
Philbert Shih

GPU cloud provider CoreWeave filed its S-1 with plans to trade on the Nasdaq under ticker symbol CR...

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EcoDataCenter secures €450m in new funding

March 10, 2025
Ainsley Woods

Nordic investment firm and owner of EcoDataCenter, Areim, has secured €450m in new funding from in...

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WSS: Debate on sector’s trajectory continues; earnings, more expansion projects suggest bearish claims grounded in short-term views

March 10, 2025
Philbert Shih

The sector continues to see a tremendous volume of activity amid earnings season and continued deb...

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Alibaba Cloud opens first LATAM region in Mexico

March 7, 2025
Sacha Kavanagh

Alibaba Cloud opened its Mexico cloud infrastructure region with a single AZ. ...

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