MI: DeepSeek and Jevons Paradox starting to kick in and will continue to push demand, growth April 30, 2025 Philbert Shih The revelations around DeepSeek earlier this year continue to reverberate across the sector and has ... Read more...
MI: Edge-hyperscale colocation continues to gain momentum April 30, 2025 Philbert Shih There continues to be momentum in the edge-hyperscale data centre colocation space, which has emerge... Read more...
MI: Geopolitics and global trade wars to inevitably have impact on infrastructure April 30, 2025 Philbert Shih Geopolitics and US global trade policy will continue to have an unpredictable impact on the sector. ... Read more...
MI: AWS latest to pull back on infrastructure, but still not a sign of sector fundamentals moving out of place April 30, 2025 Philbert Shih The biggest topic of conversation around the sector continues to be the question of whether the sect... Read more...
MI: Hyperscale overflow to GPU providers building April 30, 2025 Philbert Shih There appears to be more overflow capacity from hyperscalers looking to jump on the CoreWeave platfo... Read more...
MI: NVIDIA inching towards more direct service delivery, which means data centre procurement April 30, 2025 Philbert Shih There continue to be subtle signs that NVIDIA is moving closer to direct service delivery and status... Read more...
MI: The ghost versus the fake data centre reflects shift in the sector from pre-leasing to anticipation April 30, 2025 Philbert Shih We have recently put forward the idea of a ghost data centre, which is tangibly different from a fak... Read more...
MI: Inferencing workloads starting to drive demand; sector responding April 30, 2025 Philbert Shih The sector continues to place more focus on AI inferencing as this type of workload looks set to see... Read more...
Digital Realty deploys three new Microsoft Azure on-ramps April 29, 2025 Ainsley Woods Digital Realty has added new Microsoft Azure ExpressRoute on-ramps in Atlanta, Brussels, and Vienna.... Read more...
Khazna to build AI-optimised data centres across UAE under G42 April 29, 2025 Swapna Subramani Khazna Data Centres, now majority-owned by G42, confirmed plans to expand its footprint with three n... Read more...
Royal Philips moves out of on-premise estate to AWS cloud April 29, 2025 Philbert Shih Health technology provider Royal Philips selected AWS as its preferred cloud provider. ... Read more...
du, Microsoft to build hyperscale data centre in Dubai, UAE April 29, 2025 Swapna Subramani Microsoft and du signed a hyperscale data centre agreement during Dubai AI Week 2025. ... Read more...
