Posts Tagged ‘cloud’

Microsoft reported to be pulling back on leases for data centre capacity; it is a sign of overbuild, demand shifts or other factors?

February 24, 2025
Philbert Shih

There are a few media outlets referencing equity analyst commentary around hyperscale leasing patter...

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Siam AI stands up Blackwell-based cloud node in STT GDC Bangkok data centre

February 24, 2025
Philbert Shih

Thailand-based GPU cloud provider Siam AI set up a node at the STT GDC data centre (STT Bangkok 1) i...

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WSS: Earnings season results suggest the sky is not falling and the pun is intended

February 24, 2025
Philbert Shih

The sector continues to push forward amid continued discussion about the sector’s growth traj...

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Two new data centres coming to Krakow, Poland

February 21, 2025
Sacha Kavanagh

Local media reports Polish telco Polcom will build two new data centres in the southern city of Krak...

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Montefiore Health System chooses AWS for cloud

February 21, 2025
Philbert Shih

UK-based Montefiore Health System chose AWS as its primary cloud infrastructure provider. ...

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Cloudflare reports 4Q24, FY24 results; steady growth as Workers compute, AI inferencing gain more traction

February 19, 2025
Philbert Shih

Cloudflare reported its 4Q24 results and showed progress on multiple fronts. Continued large custome...

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DoIT acquires PerfectScale; enhancing managed Kubernetes capabilities

February 19, 2025
Philbert Shih

DoIT, a managed public cloud provider, acquired Raleigh, NC-based startup PerfectScale, an automatio...

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CoreWeave brings cloud service built on Grace Blackwell superchip into GA

February 18, 2025
Philbert Shih

CoreWeave disclosed being the first provider to bring into GA a cloud infrastructure service using t...

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AEP reports 4Q24 earnings; discloses data points on growth and demand

February 18, 2025
Vivian Kong

American Electric Power (AEP) reported its 4Q24 earnings, which included data points on how data cen...

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Siam AI to invest $100m in AI infrastructure

February 18, 2025
Philbert Shih

The Thai Board of Investment approved an ~$100m investment by Siam AI Corporation to build out infra...

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WSS: Early returns from earnings season confirm hyperscale growth trajectory and patterns, while opening door to market inefficiencies

February 17, 2025
Philbert Shih

It was a busy week as we push into the the heart of earnings season and navigate public holidays in...

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Redcentric CFO to depart

February 14, 2025
Sacha Kavanagh

Redcentric’s CFO and executive director David Senior announced that he will step down. ...

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