Posts Tagged ‘cloud’

MI: AWS latest to pull back on infrastructure, but still not a sign of sector fundamentals moving out of place

April 30, 2025
Philbert Shih

The biggest topic of conversation around the sector continues to be the question of whether the sect...

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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: 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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Digital Realty deploys three new Microsoft Azure on-ramps

April 29, 2025
Ainsley Woods

Digital Realty has added new Microsoft Azure ExpressRoute on-ramps in Atlanta, Brussels, and Vienna....

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Khazna to build AI-optimised data centres across UAE under G42

April 29, 2025
Swapna Subramani

Khazna Data Centres, now majority-owned by G42, confirmed plans to expand its footprint with three n...

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Royal Philips moves out of on-premise estate to AWS cloud

April 29, 2025
Philbert Shih

Health technology provider Royal Philips selected AWS as its preferred cloud provider. ...

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du, Microsoft to build hyperscale data centre in Dubai, UAE

April 29, 2025
Swapna Subramani

Microsoft and du signed a hyperscale data centre agreement during Dubai AI Week 2025. ...

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Google reports 1Q25 results; steady growth, CapEx investments aimed at addressing imbalance between supply and demand

April 28, 2025
Philbert Shih

Google’s parent company Alphabet reported its 1Q25 results, which showed steady forward momentum. ...

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AWS confirms recent moves reported to be pullbacks were routine capacity management

April 28, 2025
Philbert Shih

Analyst reports came out recently indicating that AWS was the latest hyperscaler to pause or pull ba...

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WSS: Another hyperscaler pulling back sparks yet more discussion about sector demand; conversation shifting from fake to ghost data centres

April 28, 2025
Philbert Shih

The week saw yet more pullback activity from hyperscalers. This time reports indicate AWS is the la...

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Tencent Cloud to build cloud region in Osaka, Japan

April 25, 2025
Philbert Shih

Tencent Cloud confirmed plans to build a data centre region in Osaka, Japan. ...

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