Analyst Notes

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: Webscale cloud shows steady growth and acceleration

May 22, 2026
Philbert Shih

Webscale cloud providers had a strong quarter, and like the hyperscale category, showed consistent a...

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1Q26 IB: Data centre colocation segment growing consistently

May 22, 2026
Philbert Shih

Data centre colocation segment growing consistently ...

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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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Equinix reports 1Q26 results; strong sales activity as AI inferencing and agentic workloads drive broad-based demand

May 21, 2026
Jabez Tan

Equinix reported its 1Q26 results, which reflected continued broad-based demand, strong sales activi...

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Princeton Digital Group raises $856m for 120MW JC3 expansion in Jakarta

May 21, 2026
Louise Seputra

Princeton Digital Group raised $US856m in total financing to support the build-out of its 120MW JC3 ...

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