Posts Tagged ‘AI’

atNorth signs Nokia for high density colocation in Finland

May 6, 2025
Sacha Kavanagh

Iceland-based atNorth signed up Nokia as a customer in Finland. ...

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Digital Realty reports 1Q25 results; hyperscale leasing remains strong amidst pullback fears

May 5, 2025
Ainsley Woods

Digital Realty reported its 1Q25 results; showing strong leasing in the >1MW segment amidst pullb...

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Amazon reports 1Q25 results; AWS cloud continues to grow, CapEx outlays steady, with imbalances and adoption cycles causing near-term downtick

May 5, 2025
Philbert Shih

Amazon reported its 1Q25 results, which included the regular details around the AWS cloud business. ...

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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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NVIDIA executive shares insight on AI data centre development

May 1, 2025
Philbert Shih

NVIDIA executives went on record confirming that it has not seen a decline or pullback in AI data ce...

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ADQ, ECP partner for energy generation and infrastructure for US data centres

May 1, 2025
Sacha Kavanagh

ADQ, Abu Dhabi’s sovereign wealth fund, and US-based energy transition investor Energy Capital Par...

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NTT, Neysa Networks to build AI data centre in Hyderabad for GPU cloud

May 1, 2025
Swapna Subramani

NTT Data, in collaboration with Indian GPU cloud platform Neysa Networks and the Telangana governmen...

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MI: DeepSeek and Jevons Paradox starting to kick in and will continue to push demand, growth

April 30, 2025
Philbert Shih

The revelations around DeepSeek earlier this year continue to reverberate across the sector and has ...

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MI: Hyperscale overflow to GPU providers building

April 30, 2025
Philbert Shih

There appears to be more overflow capacity from hyperscalers looking to jump on the CoreWeave platfo...

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MI: NVIDIA inching towards more direct service delivery, which means data centre procurement

April 30, 2025
Philbert Shih

There continue to be subtle signs that NVIDIA is moving closer to direct service delivery and status...

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MI: The ghost versus the fake data centre reflects shift in the sector from pre-leasing to anticipation

April 30, 2025
Philbert Shih

We have recently put forward the idea of a ghost data centre, which is tangibly different from a fak...

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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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