Posts Tagged ‘hyperscale’

Alibaba Group reports FY3Q24 results; bottom-line improvements amid sluggish growth

March 25, 2024
Philbert Shih

Alibaba Group reported its FY3Q24 (CY4Q23) results, which showed modest growth rates, but improved b...

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Oracle reports 3QFY24 results; continual growth, working to unlock capacity constraints

March 25, 2024
Philbert Shih

Oracle reported its 3QFY24 results, which included more data points about the Oracle Cloud business....

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Microsoft mulls France self-build outside Paris, Marseille

March 25, 2024
Sacha Kavanagh

Media reports indicate Microsoft is considering a self-build in France. ...

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Equinix launches public consultation for another Slough development

March 25, 2024
Sacha Kavanagh

Equinix opened a public consultation for a data centre development in Slough, ~3 miles from its faci...

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4Q23 IB: Overflow markets to serve both hyperscale expansion and AI

March 22, 2024
Philbert Shih

Infrastructure requirements continue to expand outside of major metros. ...

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4Q23 IB: Hyperscalers building sovereign clouds for heavily regulated industries

March 22, 2024
Philbert Shih

Hyperscale cloud platforms are pushing forward with sovereign cloud builds in Europe and both AWS an...

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4Q23 IB: Dedicated AI data centre builds emerging; distance implications

March 22, 2024
Philbert Shih

AI continues to drive a rethink of hyperscale data centre deployments and builds. ...

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4Q23 IB: CoreWeave, ByteDance’s TikTok consuming in multi-MW increments

March 22, 2024
Philbert Shih

CoreWeave and TikTok are leasing data centre colocation capacity in multi-MW increments. ...

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4Q23 IB: Oracle Cloud expands in Latin America

March 22, 2024
Philbert Shih

Oracle Cloud continued to expand its global infrastructure footprint, with a focus on Latin America ...

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4Q23 IB: NVIDIA hedging bets and building direct service delivery capabilities

March 22, 2024
Philbert Shih

NVIDIA is helping seed an ecosystem of independent service providers that will bring its GPUs to mar...

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4Q23 IB: Constraints intensifying and giving rise to master-planned data centre campus model

March 22, 2024
Philbert Shih

The sector continues to face growing constraints around the underlying building blocks of cloud and ...

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4Q23 IB: Executive Summary

March 22, 2024
Philbert Shih

The sector took another step forward in the recent quarter as macroeconomic headwinds temper and con...

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