Posts Tagged ‘cloud’

MI: Hyperscale earnings with common threads all pointing in a positive direction

July 31, 2025
Philbert Shih

The past month saw earnings season kick off with the ‘big four’ US hyperscalers – ...

Read more...

MI: Hyperscale pullbacks could be slowing down, but still no shift in fundamentals

July 31, 2025
Philbert Shih

There were reports in the past month that Google walked away from a self-build in Berlin, Germany. ...

Read more...

MI: Outsourcing uptake continues to climb amid push to AI and overall transformation trends

July 31, 2025
Philbert Shih

The past month saw more clues that enterprise demand for outsourced infrastructure is accelerating a...

Read more...

MI: Hyperscale leasing universe widening in AI ecosystem

July 31, 2025
Philbert Shih

The past month saw more momentum with hyperscale-level leasing. ...

Read more...

CoreWeave stands up GB300 NVL72 systems; in Switch data centres

July 30, 2025
Philbert Shih

CoreWeave confirmed it has deployed the new NVIDIA GB300 NVL72 rack-scale systems on its cloud infra...

Read more...

DigitalOcean rolls out GradientAI to enable AI development

July 29, 2025
Philbert Shih

DigitalOcean brought its GradientAI platform into general availability. ...

Read more...

OpenAI reveals plans for Stargate initiative expansions in partnership with Oracle Cloud; aiming to build out 4.5GW

July 28, 2025
Philbert Shih

OpenAI confirmed plans to develop a significant amount of infrastructure capacity as part of the Sta...

Read more...

Microsoft rolls out Azure restricted regions for in-country/region DR

July 28, 2025
Sacha Kavanagh

Microsoft has quietly rolled out a number of Azure restricted regions in secondary markets in countr...

Read more...

iXAfrica to host Zadara AI Sovereign Cloud in Kenya

July 28, 2025
Sacha Kavanagh

South African cloud and digital transformation provider TouchNet will launch the Zadara AI Sovereign...

Read more...

WSS: Hyperscale earnings show signs of cloud growth acceleration and healthy demand even as pullbacks still happen

July 28, 2025
Philbert Shih

The past week was another busy one as earnings season kicked off and we got our first look at the r...

Read more...

Google reports 2Q25 results; growth picks up pace, CapEx outlook increased

July 24, 2025
Philbert Shih

Google’s parent company Alphabet reported its 1Q25 results, which included details about the Googl...

Read more...

EvoSwitch plans new Amsterdam-area data centre

July 24, 2025
Sacha Kavanagh

Amsterdam-based Ocom Group received planning permission for two data centres, a water treatment faci...

Read more...