Author Archive

Fluidstack reported to be targeting capital raise of $700m

December 17, 2025
Philbert Shih

Multiple media outlets have reported that neocloud provider Fluidstack is in the process of raising ...

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Vultr to build AMD GPU supercluster in Ohio; investing $1b

December 16, 2025
Philbert Shih

Vultr confirmed plans to launch an AI cluster in partnership with AMD. ...

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Amazon updates infrastructure portfolio at re:Invent; shares progress updates

December 16, 2025
Philbert Shih

AWS hosted its annual re:Invent conference in Las Vegas and shared details about its infrastructure ...

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Cloudflare suffers two outages caused by software, configuration issues

December 15, 2025
Philbert Shih

Cloudflare suffered two outages in the last several weeks. ...

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Hyperscale CEOs speak to the state of demand and supply amid skeptic concerns about bubble

December 15, 2025
Philbert Shih

There has been a lot of debate about whether AI is a bubble. We have published a report this week th...

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Rackspace moves Niterra EMEA to Google Cloud; shuts down on-premise data centres

December 15, 2025
Philbert Shih

Rackspace confirmed Niterra EMEA, part of Japan-based Niterra Group, as a managed public cloud custo...

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Akamai acquires Fermyon to enable functions at the edge

December 15, 2025
Philbert Shih

Akamai acquired serverless-based function-as-a-service provider Fermyon. ...

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Argo Infrastructure Partners increases stake in TierPoint; acquires Tek Park, expanding portfolio

December 15, 2025
Philbert Shih

Argo Infrastructure Partners increased its ownership in TierPoint by buying out a majority of the mi...

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Applied Digital leads $25m investment round in liquid cooling specialist Corintis

December 15, 2025
Philbert Shih

Applied Digital participated as the lead investor in a $25m funding round of Corintis, a Switzerland...

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WSS: More hyperscale earnings show accelerating growth amid more infrastructure expansion

December 15, 2025
Philbert Shih

An eventful earnings season wound down, but there were two more hyperscale platforms reporting in r...

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3Q25 IB: Energy and data centre operating world collaborating and converging

December 12, 2025
Philbert Shih

Data centre operators increasingly work in close collaboration with energy companies. ...

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3Q25 IB: Hyperscale end user world expanding as multi-MW consumer demographic grows

December 12, 2025
Philbert Shih

The hyperscale market has been an exclusive group, but there are signs that universe is starting to ...

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