Author Archive

MI: Neocloud growth accelerating amid strong demand for GPU-based cloud infrastructure

August 29, 2025
Philbert Shih

Neocloud growth continues to push forward aggressively. ...

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Crusoe acquires Israeli startup Atero for GPU management, optimization

August 28, 2025
Philbert Shih

Crusoe, a data centre and cloud infrastructure provider oriented to AI, acquired Atero, based in Isr...

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Lambda to use EdgeConneX for colocation in Chicago, Atlanta

August 28, 2025
Philbert Shih

EdgeConneX confirmed it will provide over 30MW of data centre colocation infrastructure for newcloud...

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Limestone Networks acquires hosting and four infrastructure assets

August 27, 2025
Philbert Shih

Bare metal provider Limestone Networks acquired four service provider assets: BreezeTech Hosting, Si...

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Reports provide colour for Groq revenue, growth trajectory; data centre constraints having impact

August 26, 2025
Philbert Shih

Media reports shared some interesting data points about AI cloud and chip startup Groq. ...

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Akamai partners with Aptum for managed services and consulting on cloud

August 26, 2025
Philbert Shih

Akamai disclosed a partnership with Canadian MSP, consulting and managed infrastructure provider Apt...

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Lambda said to be looking at strategic moves

August 25, 2025
Philbert Shih

Media reports indicate neocloud provider Lambda is working on strategic options that include another...

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TeraWulf to host FluidStack in data centre, takes option for 360MW in leases; strategic implications

August 25, 2025
Philbert Shih

Bitcoin miner and data centre operator TeraWulf signed a significant data centre colocation deal wit...

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Meta signs $10b cloud computing deal with Google Cloud; bridge capacity, immediate needs

August 25, 2025
Philbert Shih

Meta signed a large cloud computing deal with Google Cloud, according to multiple media outlets. ...

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WSS: Recurring themes coming out of earnings season extend across sector segments; AI uptake flowing through ecosystem

August 25, 2025
Philbert Shih

Earnings season has moved quickly with most of the sector having already reported. Last week, we lo...

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2Q25 IB: Executive Summary

August 22, 2025
Philbert Shih

The recent quarter saw the sector pick up from where it left off in the 1Q25 period. The larger deba...

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2Q25 IB: Uptake in AI tools, services flowing through ecosystem, driving existing customer growth and raw infrastructure migrations

August 22, 2025
Philbert Shih

AI tools and services are one of the main reasons why existing customer growth has been on the way u...

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