Author Archive

I Squared Capital acquires stake in Brazil’s Elea Data Centers

May 21, 2026
Philbert Shih

I Squared Capital acquired an undisclosed stake in Brazil-based data centre operator Elea Data Cente...

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IREN acquires Mirantis, adding more cloud capacity; partners with NVIDIA to expand further in Texas, Oklahoma

May 20, 2026
Philbert Shih

IREN, a neocloud and data centre operator, acquired Mirantis, an infrastructure management software ...

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Akamai reports 1Q26 results; more raw cloud infrastructure growth and major $1.8b AI customer win

May 19, 2026
Philbert Shih

Akamai reported its 1Q26 results, which showed more cloud infrastructure growth, and a landmark fron...

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DigitalOcean reports 1Q26 results; adds 60MW in capacity to support growth acceleration, demand signals

May 18, 2026
Philbert Shih

DigitalOcean reported its 1Q26 results, which showed material revenue growth acceleration, amid stro...

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eStruxture wins CoreWeave for Calgary, Alberta data centre

May 18, 2026
Philbert Shih

Canadian data centre operator eStruxture confirmed CoreWeave as an anchor tenant in Calgary, Alberta...

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Cloudflare reports 1Q26 results; workforce reduction driven by AI adoption amid healthy growth

May 18, 2026
Philbert Shih

Cloudflare reported its 1Q26 results, which showed more steady performance. The quarter was marked b...

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WSS: Earnings season shows more growth momentum and CapEx commitments; additional indicators seen in vendor capacity increases, leasing

May 18, 2026
Philbert Shih

Earnings season is in full swing and we took a closer look at the results coming from across the ...

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ChronoScale brings in Supermicro veteran as CEO

May 15, 2026
Philbert Shih

Neocloud ChronoScale, just spun out of Applied Digital into a standalone company listed on the Nasda...

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CDC Data Centres signs US hyperscaler for 555MW contract in Australia

May 14, 2026
Philbert Shih

Australia’s CDC Data Centres confirmed signing the largest data centre colocation deal in its ...

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Alibaba reports FY4Q26 results; AI uptake driving cloud infrastructure growth and spin-off into core cloud services

May 14, 2026
Philbert Shih

Alibaba reported its FY4Q26 (CY1Q26) results, which included details about the Alibaba Cloud busines...

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Applied Digital secures $300m bridge facility

May 14, 2026
Philbert Shih

Applied Digital confirmed closing of a $300m senior secured bridge facility. The raise was led by Go...

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CoreWeave Interconnect connects CoreWeave, Google Cloud for hybrid, distributed cloud architectures

May 14, 2026
Philbert Shih

CoreWeave partnered with Google Cloud to facilitate interoperability between the two cloud infrastru...

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