Analyst Notes
Dollar value reported for Anthropic commitment to Google Cloud and proprietary TPUs
Media outlets are reporting that Anthropic and Google Cloud’s partnership will see Anthropic s...
Read more...DayOne named ex-CyrusOne executive to head up Nordics, Middle East
Singapore-based DayOne Data Centers appointed Matthew Pullen as EVP, Nordics and Middle East. ...
Read more...Pure DC presses ahead on Riyadh hyperscale campus
Pure DC confirmed and reiterated the plans for the RUH01 campus in Riyadh, Saudi Arabia. ...
Read more...Neocloud Verda raises funds for international expansion, becomes Arm AGI CPU launch partner
Read more...Meta reports 1Q26 results; includes CapEx projection increase for 2026
Meta reported its 1Q26 results, which included details on the amount of CapEx being invested. ...
Read more...GoDaddy reports 1Q26 results; not much movement for SMB space
GoDaddy, a SMB-oriented cloud and hosting provider, reported its 1Q26 results. ...
Read more...Fastly reports 1Q26 results; raises guidance amid ongoing momentum
Fastly, a CDN and cloud infrastructure provider, reported its 1Q26 results. ...
Read more...