Earnings, hyperscale, master-planned parks, AWS, Southeast Asia, Microsoft, GPUs, partnerships
It was another busy week across the sector. We have more from earnings season, while there were master-planned data centre and hyperscale self-build developments, capital raises from the GPU cloud space and hyperscale expansion and investment activity in APAC.
Earnings season is in full swing and the hyperscalers have reported and we take a closer look at the results coming from Microsoft, which follows the pattern of stabilization shown by AWS, Google Cloud and Oracle Cloud. On the cloud side, we look at Fastly’s results, while also digging into Dominion Energy’s results, which included valuable insights on the energy usage in the NoVA area.
The growth in hyperscale continues to shape the data centre space. Tract broke ground on its master-planned data centre park in Reno, Nevada and shared other data points, while on the self-build data centre side, AWS confirmed plans to invest $11b in Indiana to build data centres supporting cloud infrastructure services. Indiana is an interesting choice that makes sense given a number of different factors. We have details.
Hyperscalers continue to pour resources into computing infrastructure and skill development and training. Microsoft has doubled down on Southeast Asia and confirmed multi-billion dollar investments in Malaysia, Indonesia and Thailand, which are all set to open cloud infrastructure regions in the next several years. Meanwhile, CtrlS is building and expanding in India.
The GPU cloud space continues to be busy and CoreWeave raised another $1.1b in a Series C round. It continues to build out infrastructure and is eyeing global markets outside the US.
Finally, there were some interesting technology partnership in cloud and managed infrastructure. RapidScale partnered for SOC-as-a-service and IONOS tied up with TSPlus for remote access management. Microsoft also released a migration tool for legacy workloads.
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