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... Read more...
Cloudflare acquires Outerbase to enhance database toolset May 1, 2025 Philbert Shih Cloudflare acquired a young startup called Outerbase that only raised a small amount of seed funding... Read more...
AdaniConneX plans $10b investment in Indian data centres amid AI surge May 1, 2025 Swapna Subramani The Adani Group is reported to be planning a $10b investment to develop two hyperscale data centres ... Read more...
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 ... Read more...
MI: Edge-hyperscale colocation continues to gain momentum April 30, 2025 Philbert Shih There continues to be momentum in the edge-hyperscale data centre colocation space, which has emerge... Read more...
MI: Geopolitics and global trade wars to inevitably have impact on infrastructure April 30, 2025 Philbert Shih Geopolitics and US global trade policy will continue to have an unpredictable impact on the sector. ... Read more...
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... Read more...
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... Read more...
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... Read more...
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... Read more...
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.... Read more...
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... Read more...
