Analyst Notes
CoreWeave reports 3Q25 results; data centre delivery delays have short-term impact, self-building data centres to de-risk capacity building
Read more...Megaport acquires Latitude.sh; adding compute to connectivity to capture more of value chain
Read more...WSS: Earnings shows more signs of growth acceleration as AI inferencing drives demand and strategic moves
Read more...OpenAI, Broadcom partner on custom AI accelerators
OpenAI is collaborating with Broadcom on 10GW of custom AI accelerators. ...
Read more...DoIT makes third technology acquisition with purchase of CloudWize
Managed public cloud provider DoIT acquired CloudWize, a security and compliance platform. ...
Read more...Fastly reports 3Q25 results; security uptake a driver of growth acceleration
Fastly, a CDN, security and cloud infrastructure provider, reported its 3Q25 results. ...
Read more...