Posts Tagged ‘colocation’

Alibaba CEO confirms hiring to come while raising concerns about global AI overbuild

April 2, 2025
Philbert Shih

Alibaba chairman Joe Tsai made some interesting comments with implications for the hyperscale and in...

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Colt DCS brings online Inzai 4 data centre in Tokyo, Japan; fully pre-leased to hyperscale customer

April 2, 2025
Jabez Tan

Colt DCS brought online its new hyperscale data centre, Inzai 4, in Tokyo, Japan. ...

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Crusoe to start second phase construction of campus in Abilene, Texas; positive indicators, implications for Microsoft infrastructure decisions

April 1, 2025
Philbert Shih

AI infrastructure provider Crusoe confirmed starting the second phase construction of its data centr...

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firstcolo plans third, larger data centre in Frankfurt

April 1, 2025
Sacha Kavanagh

German data centre operator and MSP firstcolo confirmed plans for a third data centre in Frankfurt. ...

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Oracle planning $5b UK investment for cloud

April 1, 2025
Sacha Kavanagh

Oracle confirmed plans to invest $5b over five years in the UK to expand its Oracle Cloud Infrastruc...

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ODATA opens fourth Sao Paulo data centre in Brazil

April 1, 2025
Sacha Kavanagh

ODATA, an Aligned Data Centers company, confirmed that it will open its SP04 facility in Osasco, Sã...

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OpenAI raises another $40b; data points reported on infrastructure CapEx, OpEx commitment

April 1, 2025
Philbert Shih

OpenAI confirmed raising a $40b funding around that values the company at $300b. ...

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MI: CoreWeave has a busy month that sees its engage in M&A, go public amid accelerating growth

March 31, 2025
Philbert Shih

CoreWeave was at the centre of GPU cloud activity in the past month. ...

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MI: NVIDIA continues to push envelope, but there is going to be a lag with infrastructure development to support it

March 31, 2025
Philbert Shih

Summary: The past month saw the NVIDIA GTC conference held in San Jose, CA. For the data centre and ...

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MI: Earnings season results, data points, trends show more signs of sector stabilization

March 31, 2025
Philbert Shih

The past month saw the peak of earnings season, with the sector bellwethers all performing steadily ...

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MI: Master-planned campus model starting to spread, appears in APAC

March 31, 2025
Philbert Shih

The master-planned data centre is a new operating model that has only started to gain some traction....

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WSS: NVIDIA epitomizes optimistic side of the bull versus bear debate and the driving forces behind the marshalling of infrastructure resources

March 31, 2025
Philbert Shih

The sector continues to push forward amid multiple cross-currents. There are bearish opinions warni...

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