Posts Tagged ‘cloud’

WSS: Growth, global expansions and energy demand drive investment in infrastructure; but will it encourage speculation and unequipped new entries?

September 23, 2024
Philbert Shih

It is peak season for us here at Structure Research as we host our annual infra / STRUCTURE summit...

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Microsoft breaks ground on new data centre in Quebec City, Canada

September 19, 2024
Vivian Kong

Microsoft revealed that it has broken ground on a new self-build data centre in Quebec back in June ...

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Flexential shares data points about expansion, wins during 1H24

September 18, 2024
Vivian Kong

Privately held Flexential disclosed continued expansion and demand throughout the first half of the ...

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AWS launches managed service for HPC workloads

September 18, 2024
Jim Davis

AWS launched a new managed service for high-performance computing that simplifies the task of operat...

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1547 Critical Realty Systems acquires carrier hotel in South Bend, Indiana

September 18, 2024
Philbert Shih

1547 Critical Realty Systems partnered with Harrison Street Partners to acquire a connectivity-orien...

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AWS to invest up to $4b for expansion in Hyderabad, India

September 17, 2024
Philbert Shih

AWS confirmed plans to invest further in its cloud infrastructure region in Hyderabad, India. ...

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Oracle reports 1QFY25 results; cloud growth continues amid supply-demand imbalance, infrastructure expanding

September 16, 2024
Philbert Shih

Oracle reported its 1QFY25 results, which showed more momentum and data points that speak to the ups...

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WSS: Trend lines and growth dynamics across Internet infrastructure

September 16, 2024
Philbert Shih

After most of the sector reports its quarterly earnings, we publish a quarterly update that provide...

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2Q24 IB: Executive Summary

September 13, 2024
Philbert Shih

The sector did not move off course in the recent 2Q24 period but pushed forward steadily and perform...

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2Q24 IB: Separation emerging fast between data centre infrastructure for traditional cloud and AI

September 13, 2024
Philbert Shih

There is separation rapidly emerging between traditional hyperscale compute and storage infrastructu...

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2Q24 IB: Hyperscale self-builds continue across emerging regions

September 13, 2024
Philbert Shih

Hyperscale self-builds continue to gain momentum. ...

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2Q24 IB: Demand driving new requirements, financing to procure power and ensure ability to deliver

September 13, 2024
Philbert Shih

As hyperscalers and data centre operators continue to procure power for infrastructure capacity, pre...

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