Analyst Notes

Microsoft reports 2QFY25 results; Azure continues steady growth amid capacity constraints, while most get situation wrong

February 3, 2025
Philbert Shih

Microsoft reported its 2QFY25 results, which included details on Azure growth, AI uptake and CapEx o...

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Spanish AI firm to build data centre, development centre in Talavera; releases financial results

February 3, 2025
Sacha Kavanagh

Spain-based Substrate AI (not to be confused with the Dutch company with virtually the same name, Su...

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Management team changes at Rackspace; 4Q24 expected to be on track

February 3, 2025
Philbert Shih

Rackspace confirmed some changes to its senior management team. Brian Lillie, formerly of Equinix an...

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WSS: DeepSeek sparks overreaction, unwarranted fears of wider sector headwinds; will have more benefits than negatives

February 3, 2025
Philbert Shih

A busy week was dominated by Chinese startup DeepSeek releasing a new AI chatbot that is said to be...

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MI: AWS investing in infrastructure and technical skills in emerging US markets

January 31, 2025
Philbert Shih

AWS continues to invest big in developing US markets to support infrastructure builds, and technical...

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MI: Data centre expansion activity clustered in APAC and southeast US

January 31, 2025
Philbert Shih

There was a significant amount of global expansion activity in the past month. A few of the hotspots...

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MI: Early signs that GPU clouds are starting global expansion

January 31, 2025
Philbert Shih

GPU cloud providers are in the early stages of building out their infrastructure footprints. ...

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MI: Data centre build pauses not a product of demand, but rapidly shifting technical requirements

January 31, 2025
Philbert Shih

Pauses in data centre construction are not driven just by the ups and downs in demand, but increasin...

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MI: DeepSeek to be the first of many efficiency gains that will lead to more adoption, demand in the long-run

January 31, 2025
Philbert Shih

The DeepSix release of a chatbot that is said to be comparable to existing technology, but built at ...

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MI: Master-planned model continues to evolve and take shape

January 31, 2025
Philbert Shih

There was more movement in the master-planned data centre sector that has emerged to focus on the pr...

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MI: Big announcements range from aspirational to legitimate

January 31, 2025
Philbert Shih

The past month saw a lot of fanfare tied to announcements about big data centre projects. But not al...

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MI: Capital continues to support growth and expansion of hyperscale data centre operating platforms

January 31, 2025
Philbert Shih

The recent month saw a significant level of investment activity that speaks to the overall health of...

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