Microsoft reports FY1Q25 results; steady growth for Azure (update) November 4, 2024 Philbert Shih Microsoft reported its FY1Q25 results, which included data points for the Azure cloud business under... Read more...
Equinix reports 3Q24 results; increased focus on xScale business driven by AI workloads November 4, 2024 Jabez Tan Equinix reported its 3Q24 results, which reflected a greater emphasis on its xScale hyperscale data ... Read more...
WSS: Early returns from earnings season, ongoing strategic activity speak to trajectory of sector November 4, 2024 Philbert Shih The stretch run to the end of the year is underway as earnings season for the third quarter of the ... Read more...
MI: Hyperscalers pushing into nuclear more aggressively as sector faces reality of constraints, time-to-market challenges October 31, 2024 Philbert Shih The past month saw a flurry of activity on the nuclear energy side of the game, with a number of hyp... Read more...
MI: More JV formation as hyperscale and AI requirements climb rapidly October 31, 2024 Philbert Shih There was more JV activity in the past month as hyperscale data centre projects require increasingly... Read more...
MI: CoreWeave, Lambda, GPU clouds consuming more data centre colocation October 31, 2024 Philbert Shih CoreWeave and Lambda continue to take down data centre colocation capacity, providing more colour on... Read more...
MI: Hyperscale investments validate growth potential and upside of emerging cloud markets October 31, 2024 Philbert Shih Summary: One of the recurring themes just this past month was the sheer volume of investments being ... Read more...
MI: Cryptocurrency infrastructure operators showing growth in traditional Internet infrastructure October 31, 2024 Philbert Shih The competitive landscape has shifted rapidly over the last 12-18 months, with a number of cryptocur... Read more...
MI: Strategic side of business intensifies amid positive outlook for hyperscale sector October 31, 2024 Philbert Shih The strategic side of the business continues to gain momentum. In the past month, there were a numbe... Read more...
Equinix opens first South Africa data centre October 30, 2024 Sacha Kavanagh Equinix opened JN1, its first data centre in Johannesburg, a 4MW facility that was announced in late... Read more...
Schneider Electric acquires Motivair to augment liquid cooling, thermal management October 30, 2024 Philbert Shih Summary: Schneider Electric acquired a 75% controlling interest in Motivair for $850m in an all-cash... Read more...
Nscale debuts for GPU cloud with Norway data centre and US pipeline October 30, 2024 Sacha Kavanagh We came across Nscale, a London-based GPU cloud provider founded in the last year. ... Read more...
