Analyst Notes
OVHcloud reports FY25 results; breaks €1b revenue mark
OVHcloud reported its FY25 results. ...
Read more...OpenAI to use AWS for cloud infrastructure
AWS and OpenAI confirmed a large cloud infrastructure deal. ...
Read more...Applied Digital reports FY1Q26 results; time-to-market and focus on develop, operate driving leasing activity
Applied Digital reported its 1QFY26 results for the period that ended on August 31, 2025. ...
Read more...AWS applies for new London self-build
AWS filed for planning permission for a data centre in the Iver submarket of London. ...
Read more...iomart Group issues 1HFY26 trading update; acquisition-led revenue growth, lower margins
Read more...WSS: Hyperscale earnings point to the reality of supply and demand imbalance as CapEx set to climb and neocloud expansion pushes forward
Read more...MI: More hyperscale consumption of cloud infrastructure in overflow scenarios
Hyperscale and neocloud platforms continue to overflow to cloud infrastructure platforms. ...
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