Archive for the ‘Edge’ Category

Malaysia, Indonesia, Southeast Asia, MEA, hyperscale, BTS, managed public cloud

November 27, 2023
Philbert Shih

It was a quieter week with the US Thanksgiving holiday, but there were still noteworthy development...

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Hyperscale, earnings, managed public cloud, cloud nodes, expansions, financing

November 20, 2023
Philbert Shih

A busy week saw more from earnings season, managed public cloud developments, hyperscale expansions...

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AWS expands Local Zones footprint to Dallas, Texas

November 14, 2023
Philbert Shih

AWS brought online a new Local Zones node in Dallas, Texas. ...

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Cloudflare reports 3Q23 results; stabilization, AI demand accelerating

November 13, 2023
Philbert Shih

Cloudflare reported its 3Q23 results, which showed some stabilization in the business, while AI is s...

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Earnings, M&A, NVIDIA cloud service delivery, cloud node expansions, outages

November 13, 2023
Philbert Shih

A busy week saw more from earnings season, continued realignment in the M&A arena, AI developme...

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Cloudflare suffers outage in Flexential data centre; data centre, architecture implications

November 10, 2023
Philbert Shih

Cloudflare suffered an outage last week that can be traced back to an issue at the Flexential data c...

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Brookfield to acquire Cyxtera assets for $775m; form retail, interconnection platform through Cyxtera and Evoque

November 6, 2023
Philbert Shih

Brookfield Infrastructure Partners entered into an agreement to acquire substantially all the operat...

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M&A, data centre expansions, infrastructure rationalization, AI, deceleration, realignment

November 6, 2023
Philbert Shih

A busy week saw more from earnings season, some M&A, data centre expansions and we take our mon...

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Edge Centres opens new St. Louis, Missouri data centre

November 2, 2023
Vivian Kong

Australian-based data centre operator Edge Centres brought online its St. Louis, Missouri data centr...

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Equinix reports 3Q23 results; strategy shifting around AI training and inference architecture with a renewed focus on the US market

November 1, 2023
Jabez Tan

Equinix reported its 3Q23 results, which reflected an environment characterized by customer caution ...

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MI: CDN, edge providers next up with GPU-oriented infrastructure; mixed builds

October 31, 2023
Philbert Shih

The surge in AI demand is pushing public cloud platforms to host GPU-based infrastructure. ...

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MI: Realignment in M&A moving to CDN space

October 31, 2023
Philbert Shih

Realignment of assets, many of which are legacy in nature, has been a persistent theme in M&A ov...

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