Author Archive

Rowan Digital Infrastructure closes on construction financing for Maryland campus build

February 5, 2025
Philbert Shih

Rowan Digital Infrastructure confirmed closing of $975m in construction financing to build out the i...

Read more...

Google reports 4Q24 results; cloud growth and demand profile pushing CapEx increases

February 5, 2025
Philbert Shih

Google’s parent company Alphabet reported its 4Q24 results, which showed more growth for the c...

Read more...

DoIT acquires LiveDiagrams; enhancing optimization for cloud

February 4, 2025
Philbert Shih

Managed public cloud provider DoIT acquired DoiT LiveDiagrams. ...

Read more...

Meta reports 4Q24 results; CapEx rises again and no signs of slowing down in near-term

February 3, 2025
Philbert Shih

Meta reported its 4Q24 results, which provided more insights into where CapEx levels are at and how ...

Read more...

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...

Read more...

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...

Read more...

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...

Read more...

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...

Read more...

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...

Read more...

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 ...

Read more...

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...

Read more...

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...

Read more...