Author Archive

Cloudways expands infrastructure footprint globally

March 12, 2026
Philbert Shih

Summary: Cloudways, a managed hosting and cloud provider that is part of DigitalOcean, expanded its ...

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Perplexity to use CoreWeave for inference workloads, fine-tuning

March 11, 2026
Philbert Shih

CoreWeave confirmed that AI platform Perplexity will run on its cloud infrastructure platform. ...

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Applied Digital offering notes to support data centre construction

March 11, 2026
Philbert Shih

Applied Digital confirmed it would offer $2.15b in senior secured notes due 2031 to support construc...

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Submer acquires telco GPUaaS provider Radian Arc; plots European data centres, makes moves in India

March 10, 2026
Philbert Shih

There have been a few developments at Barcelona-based Submer recently as it moves up the stack from ...

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WSS: Earnings seasons showing more growth acceleration, while leasing and expansion continues against backdrop of armed conflict in Middle East

March 9, 2026
Philbert Shih

The past few weeks have seen a number of companies from across the ecosystem report earnings. Last w...

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Tencent Cloud launches additional AZ in Frankfurt, Germany

March 4, 2026
Philbert Shih

Tencent Cloud launched a new availability zone in Frankfurt, Germany. ...

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DigitalOcean reports 4Q25 results; growth acceleration driven by agentic AI, inferencing

March 3, 2026
Philbert Shih

DigitalOcean reported its 4Q25 results, which showed meaningful growth acceleration. ...

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CoreWeave reports 4Q25 results; demand continues to outpace supply as capacity construction pushes forward

March 2, 2026
Philbert Shih

CoreWeave reported its 4Q25 results, which showed more aggressive growth backed by strong contracted...

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Rackspace reports 4Q25 results; shifting away from infrastructure to more DevOps-oriented and engineering posture

March 2, 2026
Philbert Shih

Rackspace reported its 4Q25 results, which was relatively even compared to the previous quarter, but...

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WSS: Growth acceleration continues across ecosystem as AMD looks to build out delivery channel

March 2, 2026
Philbert Shih

The past week saw earnings season continue, with results coming from the neocloud, webscale and man...

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MI: Evolution of data centre business model continues to slant in direction of pre-development value chain

February 27, 2026
Philbert Shih

There continues to be evolution in the data centre colocation business model. ...

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MI: OpenAI, Anthropic continue to show unprecedented growth rates

February 27, 2026
Philbert Shih

There were reports in the past month that revealed data points about the unprecedented pace of growt...

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