Middle East strikes raise new risks for Gulf data centre and AI expansion April 13, 2026 Swapna Subramani The Middle East data centre story has moved beyond broad geopolitical uncertainty and into direct in... Read more...
MI: Geopolitics and global trade wars to inevitably have impact on infrastructure April 30, 2025 Philbert Shih Geopolitics and US global trade policy will continue to have an unpredictable impact on the sector. ... Read more...
Proposed restrictions on AI-oriented services, chip technology has ramifications for sector July 11, 2023 Philbert Shih Media reports indicate that US legislation, proposed by the Biden administration, would restrict Chi... Read more...
AWS, big clouds no longer accepting Russian customers; shifts in demand profile modest March 9, 2022 Philbert Shih AWS confirmed that it will no longer accept new customers based in Russia or Belarus as more technol... Read more...