Author Archive

T5 Data Centers breaks ground on Chicago III data centre

November 5, 2024
Philbert Shih

T5 Data Centers broke ground on its Chicago III data centre. ...

Read more...

Amazon reports 3Q24 results; keeping accelerated pace (update)

November 4, 2024
Philbert Shih

Amazon reported its 3Q24 results, which included details on the AWS cloud infrastructure business. ...

Read more...

Google reports 3Q24 results; raw cloud infrastructure growth (update)

November 4, 2024
Philbert Shih

Google Cloud’s parent company Alphabet reported its 3Q24 results, which included a clear break-out...

Read more...

Microsoft reports FY1Q25 results; steady growth for Azure (update)

November 4, 2024
Philbert Shih

Microsoft reported its FY1Q25 results, which included data points for the Azure cloud business under...

Read more...

WSS: Early returns from earnings season, ongoing strategic activity speak to trajectory of sector

November 4, 2024
Philbert Shih

The stretch run to the end of the year is underway as earnings season for the third quarter of the ...

Read more...

Amazon reports 3Q24 results; keeping accelerated pace

November 1, 2024
Philbert Shih

Amazon reported its 3Q24 results, which included details on the AWS cloud infrastructure business. ...

Read more...

Microsoft reports FY1Q25 results; steady growth for Azure

November 1, 2024
Philbert Shih

Microsoft reported its FY1Q25 results, which included data points for the Azure cloud business under...

Read more...

Google reports 3Q24 results; raw cloud infrastructure growth

November 1, 2024
Philbert Shih

Google Cloud’s parent company Alphabet reported its 3Q24 results. ...

Read more...

MI: Hyperscalers pushing into nuclear more aggressively as sector faces reality of constraints, time-to-market challenges

October 31, 2024
Philbert Shih

The past month saw a flurry of activity on the nuclear energy side of the game, with a number of hyp...

Read more...

MI: More JV formation as hyperscale and AI requirements climb rapidly

October 31, 2024
Philbert Shih

There was more JV activity in the past month as hyperscale data centre projects require increasingly...

Read more...

MI: CoreWeave, Lambda, GPU clouds consuming more data centre colocation

October 31, 2024
Philbert Shih

CoreWeave and Lambda continue to take down data centre colocation capacity, providing more colour on...

Read more...

MI: Hyperscale investments validate growth potential and upside of emerging cloud markets

October 31, 2024
Philbert Shih

Summary: One of the recurring themes just this past month was the sheer volume of investments being ...

Read more...