Posts Tagged ‘edge’

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...

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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...

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WSS: Another hyperscaler pulling back sparks yet more discussion about sector demand; conversation shifting from fake to ghost data centres

April 28, 2025
Philbert Shih

The week saw yet more pullback activity from hyperscalers. This time reports indicate AWS is the la...

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Pulsant names new CCO

April 23, 2025
Sacha Kavanagh

The UK’s Pulsant appointed Steve Fearon as CCO. ...

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nLighten promotes from within for new UK MD

April 22, 2025
Sacha Kavanagh

European edge data centre operator nLighten elevated Justin Nesbitt as MD for the UK. ...

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Akamai targets AI inferencing with new cloud infrastructure service

April 15, 2025
Philbert Shih

Akamai released Akamai Cloud Inference, a cloud infrastructure service tailored for the inferencing ...

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1547, Harrison Street acquires DRFortress in Hawaii

April 10, 2025
Philbert Shih

1547 and Harrison Street acquired Hawaii-based data centre operator DRFortress from owner GI Partner...

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Pulsant acquires two more UK data centres to take national footprint to 12

April 10, 2025
Sacha Kavanagh

Pulsant agreed to acquire two UK data centres from IT service provider SCC, including the staff and ...

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Eurazeo, Metrobloks partner for metro-oriented edge-hyperscale data centres in Europe, US; acquires site in Miami, FLA

April 8, 2025
Sacha Kavanagh

France-based investment company Eurazeo, through its new EZORE fund, disclosed a €100m investment ...

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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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MI: NVIDIA continues to push envelope, but there is going to be a lag with infrastructure development to support it

March 31, 2025
Philbert Shih

Summary: The past month saw the NVIDIA GTC conference held in San Jose, CA. For the data centre and ...

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WSS: NVIDIA epitomizes optimistic side of the bull versus bear debate and the driving forces behind the marshalling of infrastructure resources

March 31, 2025
Philbert Shih

The sector continues to push forward amid multiple cross-currents. There are bearish opinions warni...

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