NVIDIA reports 2Q23 results; partnerships with VMware, Snowflake, management commentary September 6, 2023 Jabez Tan NVIDIA reports its 2Q23 results, which pointed to a meaningful acceleration of its top-line growth d... Read more...
Redcentric reports FY23 results; profitability hit by high power, software licensing costs September 5, 2023 Sacha Kavanagh Redcentric released its preliminary results for the year ending March 31, 2023 (FY23), which were in... Read more...
atNorth acquires Swedish HPC specialist Gompute September 4, 2023 Sacha Kavanagh atNorth acquired Gompute which operates an HPC data centre in Gothenburg, Sweden, and the Gompute HP... Read more...
Recalibration, realignment, M&A, CDN, edge, Local Zones, migration services, bare metal, earnings September 4, 2023 Philbert Shih It was a slower week as North America moved into the Labour Day long weekend, but there was notable... Read more...
MI: Earnings season saw stabilization trends emerge; headwinds moderating September 1, 2023 Philbert Shih The recent 2Q23 earnings season saw a number of listed operators across data centre, hyperscale, clo... Read more...
MI: On-premise migrations still contributing to colocation demand profile September 1, 2023 Philbert Shih More than one publicly listed operator noted how demand is still coming from organizations that are ... Read more...
MI: Densities for AI, HPC workloads are falling into sweet spot … for now September 1, 2023 Philbert Shih Looking at some of the data centre colocation deals that are being signed in the AI and HPC area and... Read more...
MI: GPU distribution from NVIDIA shaping competitive landscape for infrastructure September 1, 2023 Philbert Shih NVIDIA continues to try and distribute its GPU supply across the market in as balanced a way as poss... Read more...
MI: Webscale, hyperscale taking different approaches to building for GPUs and AI workloads September 1, 2023 Philbert Shih When it comes AI deployments, there is a notable difference emerging between how hyperscalers are we... Read more...
MI: Webscale providers expanding globally, pushing into compute; driving colocation demand September 1, 2023 Philbert Shih Webscale providers continue to be an increasingly important group of providers to look from the pers... Read more...
MI: Cloud services resilient because of existing customer growth, churn offsets September 1, 2023 Philbert Shih Cloud infrastructure services continue to be reliant on existing customer growth and churn reduction... Read more...
Claranet acquires Brazil’s ADTsys August 31, 2023 Philbert Shih UK-based Claranet acquired managed infrastructure and managed cloud provider ADTsys, based in Brazil... Read more...
