Posts Tagged ‘hyperscale’

Microsoft to run inference for Bing on Oracle Cloud; taking advantage of interoperability

November 8, 2023
Philbert Shih

Microsoft confirmed that it has signed a multi-year agreement to run some of the the inferencing com...

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BAM Digital Realty hires new CEO

November 6, 2023
Philbert Shih

BAM Digital Realty, the JV between Brookfield and Digital Realty in India, named CB Velayuthan its n...

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NVIDIA reported to be contemplating direct service delivery; data centre, landscape impact

November 6, 2023
Philbert Shih

Media reports indicate that NVIDIA is considering direct GPU-based cloud service delivery in its own...

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Digital Realty reports 3Q23 results; sales up with with record leasing in 0-1MW, interconnection growth

November 6, 2023
Ainsley Woods

Digital Realty reported its 3Q23 results, which saw revenue jump 18% y/y on the back of improved pri...

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Twitter realizes infrastructure cost savings after bumpy ride

November 1, 2023
Philbert Shih

Social media platform Twitter, now known as X, shared some interesting data points about the changes...

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Equinix reports 3Q23 results; strategy shifting around AI training and inference architecture with a renewed focus on the US market

November 1, 2023
Jabez Tan

Equinix reported its 3Q23 results, which reflected an environment characterized by customer caution ...

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Brookfield Infrastructure Partners shares insights on data centre portfolio

November 1, 2023
Philbert Shih

Brookfield Infrastructure Partners shared details about its data centre operating portfolio at a rec...

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QTS invests $1.5b to expand into Ohio

November 1, 2023
Vivian Kong

QTS Data Centers confirmed plans to expand into New Albany, Ohio with an investment of ~$1.5b to bui...

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MI: Separation in colocation extending to hyperscale colocation space

October 31, 2023
Philbert Shih

The data centre sector continues to separate. ...

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MI: AI gaining traction in Europe; data centre developments, hyperscale activity

October 31, 2023
Sacha Kavanagh

Last month we discussed AI deployments going into both primary and secondary markets with a focus on...

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MI: Public cloud growth deceleration showing more signs of stabilization

October 31, 2023
Philbert Shih

Public cloud growth has decelerated over the last six quarters. ...

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Meta reports 3Q23 results; shares CapEx details and hints about new data centre architecture

October 30, 2023
Philbert Shih

Meta reported its 3Q23 results and shared some more data points about its CapEx, which is driven by ...

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