Author Archive

Schwarz Group breaks ground on Germany campus

December 5, 2025
Philbert Shih

Schwarz Group broke ground on its previously disclosed campus in Lübbenau in eastern Germany. ...

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Crusoe launches cloud infrastructure service for AI inferencing

December 3, 2025
Philbert Shih

Crusoe launched Crusoe Managed Inference, a cloud infrastructure service that is tailored for AI inf...

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Samsung, SK and OpenAI collaborating on data centre development in South Korea

December 3, 2025
Philbert Shih

OpenAI signed a number of MoUs to explore hyperscale data centre development in South Korea. ...

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Anthropic commits to $30b of Microsoft Azure cloud services; NVIDIA, Microsoft invest in Anthropic

December 2, 2025
Philbert Shih

Anthropic, makers of the Claude AI chatbot, contracted to consume $30b of Azure cloud infrastructure...

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Lambda raises $1.5b Series E round; looking to self-builds

December 1, 2025
Philbert Shih

Lambda raised over $1.5b in a Series E round. ...

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Alibaba reports FY2Q26 results; more growth acceleration amid aggressive AI uptake

December 1, 2025
Philbert Shih

Alibaba reported its FY2Q26 (CY3Q25) results, which included more details about the Alibaba Cloud in...

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WSS: More large cloud and data centre deals to build AI infrastructure personify the state of demand and the acceleration in sector growth

December 1, 2025
Philbert Shih

It was a slower week with the US Thanksgiving holiday and we reduced our publishing. But there were...

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MI: Large deals on data centre colocation and cloud side speak to AI demand profile and appetite for infrastructure

November 28, 2025
Philbert Shih

The past month saw a wave of large deals for both data centre colocation and hyperscale cloud infras...

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MI: Revenue growth acceleration kicking in across ecosystem

November 28, 2025
Philbert Shih

Earnings season revealed that revenue growth acceleration is coming from all corners of the ecosyste...

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MI: Hyperscale CapEx outlays set to increase yet again as demand exceeds supply and RPO builds

November 28, 2025
Philbert Shih

CapEx outlays continue to climb and in the past month there were clear signals that investment level...

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MI: AI platforms, service providers working with more than one chip vendor

November 28, 2025
Philbert Shih

The past month saw a number of AI platforms diversify GPU vendors and infrastructure service provide...

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MI: MEA region seeing development activity, investments for AI and hyperscale infrastructure

November 28, 2025
Philbert Shih

There has been more activity picking up in the MEA region, particularly around the UAE and Saudi Ara...

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