Posts Tagged ‘cloud’

MI: Hyperscale CapEx set to increase in 2024 and beyond

April 30, 2024
Philbert Shih

CapEx spending is going up across the board for hyperscale platforms. ...

Read more...

MI: Early returns from earnings suggest hyperscale cloud set to reaccelerate

April 30, 2024
Philbert Shih

The early returns from the 1Q24 earnings period point to an emerging shift in the growth trajectory ...

Read more...

MI: GPU cloud providers raising more capital to fund infrastructure build-out

April 30, 2024
Philbert Shih

GPU cloud providers continue to raise capital amid unprecedented demand. ...

Read more...

MI: More verticalization of cloud and managed infrastructure services

April 30, 2024
Philbert Shih

Cloud and managed infrastructure providers continue to tailor their offerings for the unique needs a...

Read more...

Western Digital reports FY3Q24 results; cloud category driving growth

April 29, 2024
Philbert Shih

Storage and hard drive vendor Western Digital reported its FY3Q24 results, which included data point...

Read more...

Cloud, GPUs, SaaS migrations, Europe, ESG, power constraints, optimizations

April 29, 2024
Philbert Shih

A busy week saw activity in cloud infrastructure and GPUs, more enterprise and SaaS movement betwee...

Read more...

Alibaba Cloud cutting prices in global market locations

April 26, 2024
Philbert Shih

Alibaba Cloud confirmed plans to cut pricing for some of its core cloud infrastructure services. ...

Read more...

Salesforce migrating large server estate within its data centres

April 25, 2024
Philbert Shih

Salesforce is reported to be working on a major migration of its server infrastructure in its data c...

Read more...

Blackstone plotting massive campus in northern England

April 25, 2024
Sacha Kavanagh

QTS-owner Blackstone is nearing a deal to acquire a 95 acre plot near Newcastle in the far north eas...

Read more...

Fastly ups bot mitigation offering amid concerns about AI training

April 24, 2024
Jim Davis

Fastly released a newly developed bot management solution that runs on its edge services platform. B...

Read more...

Zoom favours data centre colocation to cloud; migrating out of legacy environments

April 23, 2024
Philbert Shih

Zoom shared some interesting data points about its data centre and cloud infrastructure in its annua...

Read more...

Microsoft expands global AI ambitions with investment in UAE’s G42

April 23, 2024
Sacha Kavanagh

Microsoft agreed to invest $1.5b in Abu Dhabi’s G42 which various media outlets describe as an AI ...

Read more...