Author Archive

Rackspace reports 3Q25 results; maintained recent trend lines with revenue attrition slowing

November 12, 2025
Philbert Shih

Rackspace reported its 3Q25 results, which continued to show signs that the revenue attrition trend ...

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Applied Digital to draw on facility for development resources

November 12, 2025
Philbert Shih

Applied Digital confirmed it would draw $787.5m from its $5b preferred equity financing facility wit...

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Meta expanding in Montgomery, Alabama

November 11, 2025
Philbert Shih

Meta recently confirmed new expansion plans for its data centre campus in Montgomery, Alabama. ...

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Akamai reports 3Q25 results; cloud infrastructure growth, AI inferencing opportunity opening up

November 11, 2025
Philbert Shih

kamai reported its 3Q25 results, which saw the cloud infrastructure arm drive growth with new custom...

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Microsoft, True IDC, CP Group partner for cloud data centre development in Thailand

November 11, 2025
Philbert Shih

Microsoft, Thai conglomerate Charoen Pokphand Group (CP Group), True Corporation and True Internet D...

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Meta reports 3Q25 results; CapEx outlays still climbing

November 10, 2025
Philbert Shih

Meta reported its 3Q25 results and shared important data points about its data centre requirements a...

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DigitalOcean reports 3Q25 results; raises guidance amid AI demand for core, AI infrastructure

November 10, 2025
Philbert Shih

DigitalOcean reported its 3Q25 results, which showed growth acceleration driven by AI infrastructure...

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Akamai releases Akamai Inference Cloud; taking delivery to cloud for AI

November 10, 2025
Philbert Shih

Akamai launched Akamai Inference Cloud and shared some quick data points about early interest in the...

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WSS: Earnings season shows flow through from hyperscale and AI growth as expansion activity shows no signs of slowing down

November 10, 2025
Philbert Shih

The sector had a busy week as earnings season is now in full swing. Last week, we took a look at th...

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QTS partners with Lumen for network capacity to serve hyperscale, AI requirements

November 7, 2025
Philbert Shih

QTS Data Centers and Lumen confirmed a partnership to build out next-generation network capacity to ...

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OpenAI partners with AMD for GPUs; accelerating compute build-out

November 7, 2025
Philbert Shih

OpenAI and AMD confirmed a new strategic partnership that will aim to deploy 6GW of GPUs built by AM...

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Vertiv acquires PurgeRite for thermal and liquid management capabilities

November 7, 2025
Philbert Shih

Vertiv acquired PurgeRite from Milton Street Capital for $1b in cash. ...

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