Author Archive

Tencent Cloud planning to expand cloud infrastructure footprint in Middle East

February 4, 2026
Philbert Shih

Tencent executives were quoted on the record confirming that the Tencent Cloud business would build ...

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Perplexity to deploy on Azure; $750m cloud infrastructure deal

February 4, 2026
Philbert Shih

AI startup Perplexity is reported to have signed a significant Azure cloud infrastructure deal with ...

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Empyrion Digital breaks ground on data centre in Taipei, Taiwan

February 3, 2026
Philbert Shih

Empyrion Digital confirmed it has broken ground on a new data centre build in Taipei, Taiwan. ...

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WellSpan migrating IT infrastructure, data centres to AWS cloud

February 3, 2026
Philbert Shih

Pennsylvania-based healthcare provider WellSpan confirmed plans to migrate its entire IT infrastruct...

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DoIT acquires SELECT for data management capabilities

February 3, 2026
Philbert Shih

Managed public cloud provider DoIT acquired SELECT, based in Toronto, Canada. ...

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ByteDance planning CapEx increase in 2026; relatively modest jump

February 2, 2026
Philbert Shih

Media reports in APAC indicate ByteDance is set to increase its CapEx commitment in 2026. ...

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Corning to support Meta with $6b in fibre, cable and connectivity infrastructure

February 2, 2026
Philbert Shih

Corning and Meta confirmed a $6b agreement that will see Corning supply Meta with optical fiber, cab...

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Meta reports 4Q25 results; CapEx expected to climb further as AI build-out picks up pace

February 2, 2026
Philbert Shih

Meta reported its 4Q25 results, which included guidance for CapEx in 2026 and useful comments about ...

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Microsoft reports 2QFY26 results; more Azure growth, CapEx investments, with spin-off into traditional compute infrastructure

February 2, 2026
Philbert Shih

Microsoft reported its 2QFY26 (CY4Q25) results, which showed more growth for the Azure cloud infrast...

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WSS: More concerns around AI infrastructure build-out play out in investments, legal action; more leasing and builds

February 2, 2026
Philbert Shih

The past week saw more activity in the emerging neocloud space. NVIDIA made a $2b investment in Core...

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MI: New operating company formation continues trending to pre-development phase

January 30, 2026
Philbert Shih

New operating platforms continue to enter the sector and many of them are increasingly focused on th...

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MI: OpenAI, Anthropic growing with different demographics in customer base

January 30, 2026
Philbert Shih

AI companies continue to develop their business models and there are significant implications for in...

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