Author Archive

Fastly looks internally for new CEO

August 1, 2025
Philbert Shih

astly elevated its chief product officer Kip Compton to the CEO position. ...

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Amazon reports 2Q25 results; growth acceleration and CapEx upticks amid ongoing supply and demand imbalance

August 1, 2025
Philbert Shih

Amazon reported its 2Q25 results, which showed some steady growth acceleration and an increase in Ca...

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Carrier Connect Data Solutions acquires two colocation data centres

August 1, 2025
Philbert Shih

Carrier Connect Data Solutions, based in Vancouver, BC, made a pair of acquisitions in recent weeks....

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Microsoft reports 4QFY25 and FY25 results; Azure growth, CapEx acceleration in face of strong demand signals

July 31, 2025
Philbert Shih

Microsoft reported its 4QFY25 results, which showed accelerating revenue growth for Azure even as th...

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CoreWeave stands up GB300 NVL72 systems; in Switch data centres

July 31, 2025
Philbert Shih

CoreWeave confirmed it has deployed the new NVIDIA GB300 NVL72 rack-scale systems on its cloud infra...

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Empyrion Digital launches data centre in Seoul, South Korea

July 30, 2025
Philbert Shih

Empyrion Digital opened its KR1 Gangnam Data Centre (KR1 GDC) in Seoul, South Korea. ...

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DigitalOcean rolls out GradientAI to enable AI development

July 29, 2025
Philbert Shih

DigitalOcean brought its GradientAI platform into general availability. ...

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Digital Connexion brings in CEO to lead JV

July 29, 2025
Philbert Shih

Digital Connexion named C R Srinivasan as CEO. ...

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Seraya Partners brings in capital, investors to support Empyrion Digital’s APAC development

July 29, 2025
Philbert Shih

Seraya Partners recently closed a co-investment round to support its data centre development platfor...

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OpenAI reveals plans for Stargate initiative expansions in partnership with Oracle Cloud; aiming to build out 4.5GW

July 28, 2025
Philbert Shih

OpenAI confirmed plans to develop a significant amount of infrastructure capacity as part of the Sta...

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WSS: Hyperscale earnings show signs of cloud growth acceleration and healthy demand even as pullbacks still happen

July 28, 2025
Philbert Shih

The past week was another busy one as earnings season kicked off and we got our first look at the r...

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Google reports 2Q25 results; growth picks up pace, CapEx outlook increased

July 24, 2025
Philbert Shih

Google’s parent company Alphabet reported its 1Q25 results, which included details about the Googl...

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