Archive for the ‘Colocation’ Category
Webscale, cloud, strategic developments, carve-outs, managed public cloud, industry dynamics
Read more...4Q23 IB: Overflow markets to serve both hyperscale expansion and AI
Infrastructure requirements continue to expand outside of major metros. ...
Read more...4Q23 IB: Stabilization of sector continues as more favourable conditions start to emerge
Read more...4Q23 IB: Webscale cloud providers adding PaaS for critical source of growth
Webscale and other independent cloud providers continue to push into PaaS. ...
Read more...4Q23 IB: Dedicated AI data centre builds emerging; distance implications
AI continues to drive a rethink of hyperscale data centre deployments and builds. ...
Read more...4Q23 IB: CoreWeave, ByteDance’s TikTok consuming in multi-MW increments
CoreWeave and TikTok are leasing data centre colocation capacity in multi-MW increments. ...
Read more...4Q23 IB: Few if any hyperscale outages, but colocation data centres had challenges
The hyperscalers seem to have avoided any significant outages during the recent quarter. ...
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