TikTok plans €1b data centre in Kouvola, Finland May 13, 2025 Ainsley Woods TikTok has confirmed plans to invest €1b (US$1.14b) in building a data centre in Kouvola, Finland.... Read more...
AWS to build first cloud region in Chile May 12, 2025 Vivian Kong AWS confirmed plans to invest over $4b to build a new cloud infrastructure region in Chile by the en... Read more...
WSS: Early returns from earnings seasons provide data points about sector’s trajectory, quelling fears of sector overbuild May 12, 2025 Philbert Shih Earnings season is now in full swing and the past week saw hyperscale (AWS, Microsoft, Meta) and be... Read more...
WSS: Early returns from earnings season reveals more data points that show sector’s fundamentals intact amid worries around hyperscale pullbacks May 5, 2025 Philbert Shih The past week saw more chatter around the topic of hyperscale pullbacks just as earning season kick... Read more...
MI: AWS latest to pull back on infrastructure, but still not a sign of sector fundamentals moving out of place April 30, 2025 Philbert Shih The biggest topic of conversation around the sector continues to be the question of whether the sect... Read more...
MI: Pre-development, master-planned data centre segment maturing and evolving further April 30, 2025 Philbert Shih The continues to be movement in the data centre colocation landscape as the pre-development and powe... Read more...
MI: NVIDIA inching towards more direct service delivery, which means data centre procurement April 30, 2025 Philbert Shih There continue to be subtle signs that NVIDIA is moving closer to direct service delivery and status... Read more...
MI: The ghost versus the fake data centre reflects shift in the sector from pre-leasing to anticipation April 30, 2025 Philbert Shih We have recently put forward the idea of a ghost data centre, which is tangibly different from a fak... Read more...
AWS confirms recent moves reported to be pullbacks were routine capacity management April 28, 2025 Philbert Shih Analyst reports came out recently indicating that AWS was the latest hyperscaler to pause or pull ba... Read more...
The type-A network killers and hyperscale data centre development April 22, 2025 Daniel Golding The above content is published here with the author’s permission. Daniel Golding is the CTO for Ap... Read more...
AWS latest hyperscaler reported to be pulling back from infrastructure commitments; what does it say? April 21, 2025 Philbert Shih Wells Fargo analysts put out commentary, based on industry sources, indicating that AWS is the lates... Read more...
Fake data centres: the ghosts of data centre futures April 21, 2025 Daniel Golding The above content is published here with the author’s permission. Daniel Golding is the CTO for ... Read more...
