Posts Tagged ‘cloud’

Amazon commits over US$33b to Southeast Asia cloud and AI infrastructure build-out

June 3, 2026
Jason Zhou

Amazon disclosed plans to invest more than US$33b in cloud and AI infrastructure across Southeast th...

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Blackstone, Google form JV to build cloud service; but data centre capacity still the primary driver, not a new cloud business

June 2, 2026
Philbert Shih

Blackstone and Google established a joint venture to build a new company that will provide cloud in...

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Galaxy Digital reports 1Q26 results; provides update on Helios campus build for CoreWeave

June 2, 2026
Philbert Shih

Galaxy Digital reported its 1Q26 results, which did not include material revenue from data centre se...

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Microsoft Hyderabad data centre set for mid-year launch

June 2, 2026
Swapna Subramani

Microsoft’s largest data centre in India, located in Hyderabad, is on schedule to become opera...

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Lambda wins Hudson River Trading for cloud after on-premise capcity tapped out

June 2, 2026
Philbert Shih

Lambda disclosed Hudson River Trading, a quantitative trading firm, as a new cloud infrastructure c...

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Anthropic becomes SpaceXAI customer at Colossus in Memphis, TN; opportunistic, but also strategic

June 1, 2026
Philbert Shih

Anthropic and SpaceXAI, the AI arm of SpaceX, confirmed a new partnership for AI computing infrastru...

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Anthropic reported to be discussing usage of Microsoft’s Maia chips

June 1, 2026
Philbert Shih

Media reports indicate Anthropic is in talks with Microsoft to use its proprietary silicon. ...

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WSS: Large-scale cloud deals are moving into the webscale tier as the sector’s crosses the ecosystem

June 1, 2026
Philbert Shih

The sector had a somewhat slower week as there were public holidays in a number of countries. Earnin...

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MI: Webscale cloud providers seeing demand from inferencing translate into large-scale deals

May 29, 2026
Philbert Shih

he momentum seen in AI, and inferencing in particular, is creating demand that is translating into l...

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MI: Backlog numbers continue to grow, but are soon to be recognized not necessarily top-heavy

May 29, 2026
Philbert Shih

RPO and backlog numbers continue to grow across the sector and this is especially the case with the ...

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MI: Chinese hyperscalers recovering, but not uniform trajectories

May 29, 2026
Philbert Shih

Chinese hyperscalers are starting to develop increasingly uneven growth trajectories. ...

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MI: Multiplier effect of AI infrastructure spinning off into core infrastructure services

May 29, 2026
Philbert Shih

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