Author Archive

Google said to be working with CoreWeave for possible overflow capacity

April 7, 2025
Philbert Shih

Media outlets citing multiple sources are reporting that Google is in the process of negotiating and...

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Microsoft oversupply build situation seems to be near-term and the results of various dynamics; all signs point to little overall demand drop-off

April 7, 2025
Philbert Shih

In late February, various media outlets cited research commentary published by equity analysts that ...

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Kao Data brings managed infrastructure provider 20i to Harlow campus

April 7, 2025
Philbert Shih

Kao Data disclosed a colocation customer at its Harlow data centre. ...

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WSS: CoreWeave goes public as AI infrastructure builds move forward, while investment and CapEx outlays continue to climb

April 7, 2025
Philbert Shih

The sector continues to see steady levels of activity across segments and geographies. Just over a...

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Crusoe divests bitcoin mining operation to NYDIG

April 3, 2025
Philbert Shih

NYDIG, a bitcoin and energy firm, disclosed plans to acquire Crusoe’s bitcoin mining operation...

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Long-time CEO at QTS steps down, replaced by co-CEOs

April 3, 2025
Philbert Shih

QTS confirmed that chairman, founder and long-time CEO Chad Williams will step down in mid-April. ...

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Alibaba CEO confirms hiring to come while raising concerns about global AI overbuild

April 2, 2025
Philbert Shih

Alibaba chairman Joe Tsai made some interesting comments with implications for the hyperscale and in...

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Tencent Cloud shares cloud, CapEx data points on 4Q24 earnings call

April 2, 2025
Philbert Shih

Tencent Cloud is also seeing improvements in its growth trajectory, driven by demand for AI services...

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Crusoe to start second phase construction of campus in Abilene, Texas; positive indicators, implications for Microsoft infrastructure decisions

April 1, 2025
Philbert Shih

AI infrastructure provider Crusoe confirmed starting the second phase construction of its data centr...

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Crusoe closes credit facility for hardware procurement supporting cloud infrastructure arm

April 1, 2025
Philbert Shih

Upper90 Capital Management confirmed a $255m credit facility for AI infrastructure provider Crusoe. ...

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OpenAI raises another $40b; data points reported on infrastructure CapEx, OpEx commitment

April 1, 2025
Philbert Shih

OpenAI confirmed raising a $40b funding around that values the company at $300b. ...

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MI: CoreWeave has a busy month that sees its engage in M&A, go public amid accelerating growth

March 31, 2025
Philbert Shih

CoreWeave was at the centre of GPU cloud activity in the past month. ...

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