Author Archive

Digital Realty acquires Hivelocity colocation assets in Chicago, Miami

September 2, 2025
Philbert Shih

Hivelocity confirmed the sale to Digital Realty of its colocation business at two data centre locati...

Read more...

Digital Edge brings in chief product officer

September 1, 2025
Philbert Shih

Singapore-based Digital Edge brought in Emmeline Tang as chief product officer. ...

Read more...

Applied Digital to break ground on Polaris Forge 2; hyperscale interest, building in advance

September 1, 2025
Philbert Shih

Applied Digital confirmed plans to break ground on Polaris Forge 2, a second hyperscale data centre ...

Read more...

HostPapa completes CloudBlue acquisition; names CEO for indirect business

September 1, 2025
Philbert Shih

HostPapa completed its acquisition of CloudBlue from Ingram Micro and named the operation’s CE...

Read more...

Alibaba reports FY1Q26 results; AI driving revenue and infrastructure growth

September 1, 2025
Philbert Shih

Alibaba Group reported its FY1Q26 results (CY2Q25), which showed more acceleration in top-line reve...

Read more...

WSS: Earnings season widens across ecosystem as AI pushes more neocloud leasing and hyperscale overflow

September 1, 2025
Philbert Shih

We have moved to the tail end of earnings season and last week, we took a closer look at the remain...

Read more...

MI: AI requirements driving data centre colocation deals; densities up, liquid cooling live

August 29, 2025
Philbert Shih

Deployments in data centre colocation environments are increasingly being driven by AI requirements....

Read more...

MI: Webscale providers seeing more wins from hyperscale

August 29, 2025
Philbert Shih

Webscale providers continue to report momentum in winning deals from customers that are unplugging w...

Read more...

MI: Neocloud data centre colocation leasing activity speaks volumes

August 29, 2025
Philbert Shih

The quarter saw more leasing from neocloud provider looking to access large quantities of data centr...

Read more...

MI: Earnings season performance shows flow through of public cloud health across the ecosystem

August 29, 2025
Philbert Shih

The past month saw the peak of earnings season. ...

Read more...

MI: RPO increasingly used to indicate health of demand and pipeline

August 29, 2025
Philbert Shih

The RPO (remaining performance obligations) metric is increasingly being reported by infrastructure ...

Read more...

MI: M&A was oriented to data centres, but there were technology deals in the cloud space

August 29, 2025
Philbert Shih

There was meaningful activity in the M&A landscape during the quarter. ...

Read more...