Archive for the ‘Cloud Infrastructure’ Category

MI: Cryptocurrency firms continue to lease data centre capacity in hyperscale, neocloud world

April 30, 2026
Philbert Shih

Cryptocurrency firms continues to have success crossing over into the data centre infrastructure spa...

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MI: Silicon diversification continues to be driven by supply management and technology

April 30, 2026
Philbert Shih

The past month saw more movement around silicon as AI models and hyperscalers moved to diversify ven...

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MI: CoreWeave wins another trio of billion-dollar cloud infrastructure deals

April 30, 2026
Philbert Shih

CoreWeave continues to grow at an extremely aggressive pace and disclosed another run of customer wi...

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MI: Cloud technology acquisitions aimed at enhancing value-add layer and driving AI-oriented compute uptake

April 30, 2026
Philbert Shih

There were a number of acquisitions in the past month coming from the webscale cloud sector. ...

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MI: More data points emerged for AI platform and neocloud growth

April 30, 2026
Philbert Shih

More data points emerged in the last month that speak to the growth trajectory of leading AI models ...

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Microsoft to invest more than $1b for data centres in Thailand

April 29, 2026
Philbert Shih

Microsoft confirmed plans to invest more than $1b between 2026-2028 in Thailand for cloud and AI dat...

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CoreWeave CEO shares first letter to shareholders with metrics, insights and outline of long-term strategy

April 29, 2026
Philbert Shih

CoreWeave CEO Michael Intrator shared some metrics and insights in his first annual letter to shareh...

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Applied Digital provides quick update on funding projects, development

April 28, 2026
Philbert Shih

Applied Digital also disclosed it is working on securing a $300m senior secured bridge facility. ...

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Applied Digital reports FY3Q26 results; revenue growth picking up pace as capacity comes online, development pushes forward

April 28, 2026
Philbert Shih

Applied Digital reported its FY3Q26 results for the period ending February 28, 2026 as it continues ...

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Microsoft planning $10b investment in Japan; includes support for localized computing through service provider partners Sakura, SoftBank

April 28, 2026
Philbert Shih

Microsoft confirmed plans to invest $10b in Japan from 2026-2029, building on a $2.9b investment mad...

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Microsoft investing $25b in Australia; building out cloud infrastructure, security, skills

April 27, 2026
Philbert Shih

Microsoft committed to making an A$25b (US$18b) investment in Australia through 2029, building out d...

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DigitalOcean discloses AI customers; moving from hyperscale cloud

April 27, 2026
Philbert Shih

DigitalOcean disclosed a trio of AI startup customers that are notable for opting against or moving ...

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