WSS: CoreWeave goes public as AI infrastructure builds move forward, while investment and CapEx outlays continue to climb April 7, 2025 Philbert Shih The sector continues to see steady levels of activity across segments and geographies. Just over a... Read more...
WSS: NVIDIA epitomizes optimistic side of the bull versus bear debate and the driving forces behind the marshalling of infrastructure resources March 31, 2025 Philbert Shih The sector continues to push forward amid multiple cross-currents. There are bearish opinions warni... Read more...
Digital Realty to host national supercomputer in Amsterdam March 27, 2025 Sacha Kavanagh Digital Realty will host the first quantum computer in the Netherlands at its AMS17 facility in the ... Read more...
Hyve increases capacity with Equinix in Frankfurt March 26, 2025 Sacha Kavanagh UK-based MSP Hyve Managed Hosting is increasing its capacity in Frankfurt with a new deployment with... Read more...
IXAfrica officially opens first Nairobi data centre; three more planned March 25, 2025 Sacha Kavanagh IXAfrica Data Centres officially launched its 4.5MW NBOX1 data centre in the Kenyan capital, Nairobi... Read more...
Digital Realty forms JV with BDDC to develop and operate data centres in Jakarta, Indonesia March 25, 2025 Justin Saputra Bersama Digital Data Centres (BDDC) and Digital Realty established a 50-5+0 joint venture to develop... Read more...
WSS: Earnings season reveals diversity of infrastructure ecosystem as GPU clouds continue to take off March 24, 2025 Philbert Shih The sector continues to push forward as the NVIDIA GTC conference was held this past week, providin... Read more...
RadiusDC to enter third market with data centre build in Nashville, TN March 18, 2025 Philbert Shih RadiusDC, backed by Blue Owl Capital, formerly IPI Partners, confirmed plans to enter a third market... Read more...
Fastly reports 4Q24 results; compute infrastructure growth moving along amid slower growth for base business March 18, 2025 Philbert Shih Fastly reported its 4Q24 and FY24 results, which showed single-digit revenue growth, but some solid ... Read more...
Digital Bridge reports 4Q24 results; DeepSeek, training, inference and leasing commentary March 18, 2025 Jabez Tan Digital Bridge reported its 4Q24 results with management providing some insightful commentary of the... Read more...
American Tower reports 4Q24, FY24 results; steady growth and long-term plan in place March 17, 2025 Philbert Shih American Tower reported its 4Q24 and FY24 results, which included details about the CoreSite data ce... Read more...
WSS: CoreWeave set to go public and continues to build footprint as data centre operators raise capital to support it March 17, 2025 Philbert Shih AI continues to develop and the massive infrastructure needed to support it is being built out by h... Read more...
