Archive for the ‘Edge’ Category

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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WSS: Chinese hyperscalers turning corner as public cloud sector prepares for AI push, while NVIDIA lurks as potential entrant

January 13, 2025
Philbert Shih

Things are starting to get rolling, but a number of developments coming out of late 2024 shaped our...

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WSS: Fake data centres emerging, underscoring the importance of credible operating expertise, experience

January 6, 2025
Philbert Shih

A busy year has come to a close and 2025 promises to be as exciting a year as the sector has ever se...

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MI: Greece emerging as gateway market; connectivity followed by compute infrastructure

December 31, 2024
Philbert Shih

The past month saw momentum start to pick up in the emerging market in Greece. ...

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