Archive for the ‘AI’ Category

1Q26 IB: Demand continues to outpace supply, but there is the question of how top-heavy the demand is

May 22, 2026
Philbert Shih

Demand continues to outpace supply in the hyperscale segment. ...

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1Q26 IB: AI infrastructure demand continues flowing through hyperscale and neoclouds

May 22, 2026
Philbert Shih

AI infrastructure demand continues to flow through hyperscale and neocloud infrastructure platforms ...

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1Q26 IB: Inferencing pushing demand levels up, enabling webscale tier

May 22, 2026
Philbert Shih

Inferencing gained significant momentum across the recent quarter across hyperscale, neocloud and we...

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1Q26 IB: AI models continue growing at aggressive pace

May 22, 2026
Philbert Shih

OpenAI and Anthropic continue to show aggressive growth rates. ...

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1Q26 IB: Pricing for GPUs moving in the other direction

May 22, 2026
Philbert Shih

There were multiple reports in the recent quarter from webscale and hyperscale providers about emerg...

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1Q26 IB: Chinese hyperscalers also showed growth acceleration, to increase CapEx

May 22, 2026
Philbert Shih

Like the US hyperscalers, Alibaba Cloud showed continued growth acceleration in the recent quarter a...

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1Q26 IB: Service provider delivery channel gaining more support from suppliers

May 22, 2026
Philbert Shih

AMD continues to build out its service delivery ecosystem and like NVIDIA, is focused on infrastruct...

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1Q26 IB: Liquid cooling in planning stages mostly, but starting to go live

May 22, 2026
Philbert Shih

Liquid cooling environments are starting to come online. ...

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1Q26 IB: Executive Summary

May 22, 2026
Philbert Shih

The first quarter of the year was a busy one and carried forward trends already in motion throughout...

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DCI Indonesia secures US$976m for data centre expansions

May 20, 2026
Louise Seputra

PT Bank Central Asia Tbk extended a US$976m loan facility to hyperscale data centre operator DCI Ind...

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L&T Vyoma goes live with 12MW at Chennai

May 20, 2026
Swapna Subramani

Larsen & Toubro’s rebranded data centre arm, L&T Vyoma, disclosed on its Q4FY26 earn...

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Akamai reports 1Q26 results; more raw cloud infrastructure growth and major $1.8b AI customer win

May 19, 2026
Philbert Shih

Akamai reported its 1Q26 results, which showed more cloud infrastructure growth, and a landmark fron...

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