Author Archive

American Tower reports 1Q25 results; no shift in demand profile and funnel

May 21, 2025
Philbert Shih

American Tower reported its 1Q25 results, which included the usual details around the CoreSite data...

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Fastly reports 1Q25 results; strategic direction similar to others in peer group

May 20, 2025
Philbert Shih

CDN, security and cloud provider Fastly reported its 1Q25 results. ...

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Google Cloud set to expand in Jakarta, Indonesia

May 19, 2025
Philbert Shih

Google Cloud confirmed plans to further expand cloud computing capacity in Jakarta, Indonesia. ...

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Equinix opens JK1 data centre in Jakarta, Indonesia

May 19, 2025
Philbert Shih

Equinix officially opened the JK1 data centre in Jakarta, Indonesia. JK1 is supported by a JV betwee...

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WSS: Webscale earnings reveal more sector growth data points with compute a key driver; strategic moves reflect sector maturation process

May 19, 2025
Philbert Shih

It was another busy week for the sector, with more from earnings season and various notable develop...

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Cloudflare reports 1Q25 results; Workers cloud infrastructure uptake accelerating

May 14, 2025
Philbert Shih

Cloudflare reported its 1Q25 results, which showed more consistency in growth and a notable increase...

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Flexential acquires real estate assets for Atlanta data centres

May 14, 2025
Philbert Shih

Flexential acquired the underlying real estate assets for two data centres in Atlanta. ...

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NOVA Infrastructure acquires majority stake in Dartpoints

May 13, 2025
Philbert Shih

NOVA Infrastructure acquired a major stake in data centre operator Dartpoints. ...

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Microsoft and xAI reported to be discussing possible infrastructure deal on Azure

May 12, 2025
Philbert Shih

Multiple media reports say there are discussions ongoing between Microsoft and xAI to house the Grok...

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11:11 Systems closes debt financing round

May 12, 2025
Philbert Shih

Managed infrastructure provider 11:11 Systems confirmed closing a round of debt financing. ...

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Akamai reports 1Q25 results; cloud compute segment tracking well amid shifts in market

May 12, 2025
Philbert Shih

Akamai reported its 1Q25 results, which showed some interesting growth dynamics around the cloud com...

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WSS: Early returns from earnings seasons provide data points about sector’s trajectory, quelling fears of sector overbuild

May 12, 2025
Philbert Shih

Earnings season is now in full swing and the past week saw hyperscale (AWS, Microsoft, Meta) and be...

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