Archive for the ‘Edge’ Category

MI: Edge-hyperscale segment emerging to tackle market inefficiency

February 28, 2025
Philbert Shih

Amid the focus on hyperscale AZs and AI training models, a bit of a market inefficiency has emerged ...

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MI: Infrastructure uptake from AI inferencing workloads picking up

February 28, 2025
Philbert Shih

The sector continues to see momentum on the AI inferencing side of the game. ...

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WSS: Earnings season results suggest the sky is not falling and the pun is intended

February 24, 2025
Philbert Shih

The sector continues to push forward amid continued discussion about the sector’s growth traj...

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Cloudflare reports 4Q24, FY24 results; steady growth as Workers compute, AI inferencing gain more traction

February 19, 2025
Philbert Shih

Cloudflare reported its 4Q24 results and showed progress on multiple fronts. Continued large custome...

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WSS: Early returns from earnings season confirm hyperscale growth trajectory and patterns, while opening door to market inefficiencies

February 17, 2025
Philbert Shih

It was a busy week as we push into the the heart of earnings season and navigate public holidays in...

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Quantum Connect edge-hyperscale facility aimed at market inefficiency

February 11, 2025
Philbert Shih

Quantum Connect, in partnership with PowerHouse Data Centers, disclosed plans for a 20MW data centre...

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WSS: More misguided sentiment around where the sector is headed as earnings season kicks off with solid results so far

February 10, 2025
Philbert Shih

Another busy week followed the collective freak-out over Chinese startup DeepSeek releasing a new ...

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Spencer Building Carrier Hotel set to add two data halls

February 4, 2025
Vivian Kong

The Spencer Building Carrier Hotel in Vancouver, Canada confirmed that it will expand its facility t...

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WSS: DeepSeek sparks overreaction, unwarranted fears of wider sector headwinds; will have more benefits than negatives

February 3, 2025
Philbert Shih

A busy week was dominated by Chinese startup DeepSeek releasing a new AI chatbot that is said to be...

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WSS: Launches, JVs and investments driven by demand and capital requirements for expansion, while geopolitics lurks in the background

January 27, 2025
Philbert Shih

An eventful week saw the sector gather at the PTC event in Hawaii, while there were various develop...

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Microsoft to deploy Azure Extended Zone in Perth, Australia

January 22, 2025
Jabez Tan

Microsoft confirmed plans to deploy an Azure Extended Zone in Perth, Australia by mid-2025. ...

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WSS: Investments in Internet infrastructure spanning global markets, with both AI and hyperscale driving

January 20, 2025
Philbert Shih

With the annual PTC event kicking off this week, and a flurry of operating companies hosting SKOs, ...

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