Archive for the ‘Edge’ Category

Equinix opens JK1 data centre in Jakarta, Indonesia

May 19, 2025
Philbert Shih

Equinix officially opened the JK1 data centre in Jakarta, Indonesia. JK1 is supported by a JV betwee...

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WSS: Webscale earnings reveal more sector growth data points with compute a key driver; strategic moves reflect sector maturation process

May 19, 2025
Philbert Shih

It was another busy week for the sector, with more from earnings season and various notable develop...

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Cloudflare reports 1Q25 results; Workers cloud infrastructure uptake accelerating

May 14, 2025
Philbert Shih

Cloudflare reported its 1Q25 results, which showed more consistency in growth and a notable increase...

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NOVA Infrastructure acquires majority stake in Dartpoints

May 13, 2025
Philbert Shih

NOVA Infrastructure acquired a major stake in data centre operator Dartpoints. ...

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AWS to build first cloud region in Chile

May 12, 2025
Vivian Kong

AWS confirmed plans to invest over $4b to build a new cloud infrastructure region in Chile by the en...

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WSS: Early returns from earnings seasons provide data points about sector’s trajectory, quelling fears of sector overbuild

May 12, 2025
Philbert Shih

Earnings season is now in full swing and the past week saw hyperscale (AWS, Microsoft, Meta) and be...

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Akamai rolls out managed container service

May 8, 2025
Philbert Shih

Akamai released a new managed container service targeted at the enterprise market. ...

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Equinix reports 1Q25 results; steady leasing momentum despite global economic uncertainty, with liquid cooling deployments emerging

May 7, 2025
Jabez Tan

Equinix reported its 1Q25 results, which reflected a stable business trajectory despite the macroeco...

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WSS: Early returns from earnings season reveals more data points that show sector’s fundamentals intact amid worries around hyperscale pullbacks

May 5, 2025
Philbert Shih

The past week saw more chatter around the topic of hyperscale pullbacks just as earning season kick...

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MI: Edge-hyperscale colocation continues to gain momentum

April 30, 2025
Philbert Shih

There continues to be momentum in the edge-hyperscale data centre colocation space, which has emerge...

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MI: Inferencing workloads starting to drive demand; sector responding

April 30, 2025
Philbert Shih

The sector continues to place more focus on AI inferencing as this type of workload looks set to see...

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AWS confirms recent moves reported to be pullbacks were routine capacity management

April 28, 2025
Philbert Shih

Analyst reports came out recently indicating that AWS was the latest hyperscaler to pause or pull ba...

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