Amazon reports 1Q25 results; AWS cloud continues to grow, CapEx outlays steady, with imbalances and adoption cycles causing near-term downtick May 5, 2025 Philbert Shih Amazon reported its 1Q25 results, which included the regular details around the AWS cloud business. ... Read more...
WSS: Early returns from earnings season reveals more data points that show sector’s fundamentals intact amid worries around hyperscale pullbacks May 5, 2025 Philbert Shih The past week saw more chatter around the topic of hyperscale pullbacks just as earning season kick... Read more...
NVIDIA executive shares insight on AI data centre development May 1, 2025 Philbert Shih NVIDIA executives went on record confirming that it has not seen a decline or pullback in AI data ce... Read more...
AdaniConneX plans $10b investment in Indian data centres amid AI surge May 1, 2025 Swapna Subramani The Adani Group is reported to be planning a $10b investment to develop two hyperscale data centres ... Read more...
NTT, Neysa Networks to build AI data centre in Hyderabad for GPU cloud May 1, 2025 Swapna Subramani NTT Data, in collaboration with Indian GPU cloud platform Neysa Networks and the Telangana governmen... Read more...
MI: DeepSeek and Jevons Paradox starting to kick in and will continue to push demand, growth April 30, 2025 Philbert Shih The revelations around DeepSeek earlier this year continue to reverberate across the sector and has ... Read more...
MI: Hyperscale overflow to GPU providers building April 30, 2025 Philbert Shih There appears to be more overflow capacity from hyperscalers looking to jump on the CoreWeave platfo... Read more...
MI: NVIDIA inching towards more direct service delivery, which means data centre procurement April 30, 2025 Philbert Shih There continue to be subtle signs that NVIDIA is moving closer to direct service delivery and status... Read more...
MI: Inferencing workloads starting to drive demand; sector responding April 30, 2025 Philbert Shih The sector continues to place more focus on AI inferencing as this type of workload looks set to see... Read more...
Khazna to build AI-optimised data centres across UAE under G42 April 29, 2025 Swapna Subramani Khazna Data Centres, now majority-owned by G42, confirmed plans to expand its footprint with three n... Read more...
du, Microsoft to build hyperscale data centre in Dubai, UAE April 29, 2025 Swapna Subramani Microsoft and du signed a hyperscale data centre agreement during Dubai AI Week 2025. ... Read more...
Soluna acquires land for 166MW data centre in Texas April 29, 2025 Vivian Kong Soluna, a cryptocurrency infrastructure and HPC data centre provider, acquired two land parcels to b... Read more...
