Author Archive

MI: Hyperscalers opting for external capital resources to fund CapEx for data centre builds

October 31, 2025
Philbert Shih

Hyperscale investments in data centres is reaching a level where the CapEx can no longer be solely f...

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MI: Data points suggest AI platforms are building revenue base, gaining momentum

October 31, 2025
Philbert Shih

There has been a lot of discussion about a possible AI bubble that will result in the sector being o...

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MI: Hyperscale cloud showing acceleration in revenue growth; multi-faceted drivers

October 31, 2025
Philbert Shih

Earnings season kicked off towards the end of the recent month and the hyperscalers have already rep...

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Amazon reports 3Q25 results; acceleration in growth pushed by capacity additions, alongside cloud and AI demand

October 31, 2025
Philbert Shih

Amazon reported its 3Q25 results, which saw AWS cloud revenue growth accelerate amid expansions in A...

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Google reports 3Q25 results; more growth acceleration, CapEx increases amid strong demand signals

October 30, 2025
Philbert Shih

Google reported its 3Q25 results, which showed more growth acceleration as demand signals remain str...

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Lambda building data centre in Kansas City for AI end user

October 30, 2025
Philbert Shih

Lambda confirmed plans to build a data centre in Kansas City, Missouri. ...

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CoreWeave acquisition of Core Scientific will not happen; implications for self-builds, colocation

October 30, 2025
Philbert Shih

Core Scientific confirmed that it has rejected the merger agreement with CoreWeave, bringing an end ...

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Vantage Data Centers building data centre for Stargate in Wisconsin

October 30, 2025
Philbert Shih

Vantage Data Centers confirmed plans to build the Lighthouse data centre campus in Wisconsin for the...

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Anthropic to deploy Google Cloud TPUs and infrastructure services for AI

October 30, 2025
Philbert Shih

Anthropic confirmed it will use Google Cloud TPUs for expanded compute infrastructure capacity, vali...

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Applied Digital brings online first phase of Polaris Forge 1 in North Dakota

October 30, 2025
Philbert Shih

Applied Digital confirmed bringing online the first phase of its Polaris Forge 1 data centre campus ...

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Microsoft reports 1QFY26 results; Azure demand levels remain high as CapEx climbs and imbalance persists

October 29, 2025
Philbert Shih

Microsoft reported its 1QFY26 (CY3Q25) results, which showed sustained growth acceleration from the ...

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Crusoe closes Series E raise of $1.375b; shares data points

October 28, 2025
Philbert Shih

Crusoe closed a Series Round of $1.375b at an expected valuation of over $10b. ...

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