Regulatory, hyperscale, earnings, cloud, managed infrastructure, data centre, GPU providers, funding
The past week saw the peak of earnings season, more developments from the GPU cloud space and continued hyperscale investments in Europe. And on the regulatory side, we saw a positive resolution to the regulatory situation in Maryland, which had created some short-term challenges for operators looking to set up at Quantum Loophole’s master-planned data centre park.
Earnings season continues to roll and we take a closer look at the results coming from Equinix and Digital Realty on the data centre side, and Cloudflare and Rackspace in cloud and managed infrastructure. There was steady performance amid bumps in the road for certain operators.
The GPU cloud space continues to see activity. CoreWeave closed another round of funding and confirmed plans to expand outside the US, with the opening of a European office based in London, UK. Meanwhile, RunPod raised $20m in a seed round, while Lambda shared a few details about a GPU cloud customer win.
The hyperscalers continue to invest heavily in markets around the world. There was plenty of movement recently in SoutheastAsia, but the recent week saw some of the focus shift to Europe. AWS is investing in Germany and France, and Microsoft is also expanding its commitment to France. All of these hyperscale cloud investments involve a combination of skills and education training, along with infrastructure development and a significant need for data centres.
Finally, we saw more activity in energy procurement. Microsoft partnered with Brookfield and struck a new renewable energy deal in Ireland.
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