Posts Tagged ‘AI’

WSS: Steady performance in webscale, managed infrastructure, while hyperscale set to accelerate amid strong demand signals, global expansion, investments

June 16, 2025
Philbert Shih

A busy week across the sector saw the tail end of earnings season, while there was again significan...

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FCDC plans 500MW data centre in Rovaniemi, Finland

June 13, 2025
Ainsley Woods

Finnish property developer FCDC plans to build a data centre in Rovaniemi, Finland on a site that ca...

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Sify unveils AI-focused pay-per-use colocation

June 12, 2025
Swapna Subramani

Sify Technologies introduced a pay-per-use colocation pricing model across its NVIDIA-certified, AI-...

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Oracle reports 4QFY25 results; healthy growth expected to accelerate

June 11, 2025
Philbert Shih

Oracle reported its 4QFY25 results, which showed the OCI business pushing forward aggressively as de...

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Microsoft investing in Swiss data centres; AI capabilities rather than capacity expansion

June 11, 2025
Sacha Kavanagh

Microsoft confirmed plans to invest $400m to boost its cloud and AI capabilities in Switzerland, inc...

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Related Digital project in Ontario could be for GPU cloud deployment

June 10, 2025
Philbert Shih

Related Companies recently confirmed the launch of its data centre business Related Digital and conf...

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Brookfield plots $10b investment in Stockholm AI factory

June 10, 2025
Sacha Kavanagh

Brookfield Asset Management announced plans to invest up to $10b in a new AI data centre in Sweden. ...

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DigitalOcean reports 1Q25 results; uptake in AI inferencing, large customer growth

June 9, 2025
Philbert Shih

DigitalOcean reported its 1Q25 results, which showed more incremental progress pushed by demand for ...

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WSS: Ecosystem companies provide more data points demonstrating sector health; Applied Digital gets anchor

June 9, 2025
Philbert Shih

The sector had another busy week as earnings season provided yet more data points supporting an opti...

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1Q25 IB: Oracle Cloud growing aggressively behind multiple drivers

June 6, 2025
Philbert Shih

Oracle Cloud continues to grow aggressively at rates over 50% y/y. Why is this happening? ...

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1Q25 IB: GPU cloud provider growth rates reaching unprecedented heights

June 6, 2025
Philbert Shih

GPU cloud providers continue to scale at unprecedented rates, surpassing previous standards set by t...

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1Q25 IB: Chinese clouds continue rebound and recovery

June 6, 2025
Philbert Shih

Picking up where we left off last quarter, the Chinese hyperscalers continued to show signs of stabi...

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