Archive for the ‘Edge’ Category
Digital Bridge reports 4Q24 results; DeepSeek, training, inference and leasing commentary
Read more...WSS: CoreWeave set to go public and continues to build footprint as data centre operators raise capital to support it
Read more...4Q24 IB: Infrastructure business models pivoting again
Business model recalibration continues across the sector. ...
Read more...4Q24 IB: Edge-hyperscale represents market inefficiency that inferencing will help drive demand to
Read more...OVHcloud opens Local Zone in Dublin
OVHcloud opened a Local Zone infrastructure node in Dublin, Ireland. ...
Read more...WSS: Debate on sector’s trajectory continues; earnings, more expansion projects suggest bearish claims grounded in short-term views
Read more...Akamai reports 4Q24, FY24 results; compute continues healthy growth trajectory, large customer wins
Read more...WSS: Questions around sector’s status continue to swirl as hyperscalers said to be pulling back from leases, infrastructure builds; but is it real?
The sector continues to see developments that raise questions about the sector’s status and w...
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