Author Archive

4Q25 IB: Major data centre builds come online and signal demand, scale of AI

March 13, 2026
Philbert Shih

The recent quarter saw a few major AI data centre projects come online. ...

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4Q25 IB: AI Inferencing driving demand for webscale cloud infrastructure

March 13, 2026
Philbert Shih

Demand for infrastructure to support AI inferencing workloads was a meaningful driver of webscale cl...

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4Q25 IB: M&A activity saw uptick with hyperscale, technology and computing infrastructure deals

March 13, 2026
Philbert Shih

M&A activity has picked up pace in recent months. ...

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4Q25 IB: AI platforms diversifying chip suppliers to manage supply constraints, time-to-market

March 13, 2026
Philbert Shih

AI platforms continue to diversify the chip suppliers they are using and this is also driving hypers...

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4Q25 IB: Large volume GPU and infrastructure deals continue driving growth

March 13, 2026
Philbert Shih

There were more large capacity deals in the recent quarter to support the build-out of AI-oriented i...

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4Q25 IB: Executive Summary

March 13, 2026
Philbert Shih

The last quarter of the year reflected some of the many dynamics in motion across the sector. Growth...

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Cloudways expands infrastructure footprint globally

March 12, 2026
Philbert Shih

Summary: Cloudways, a managed hosting and cloud provider that is part of DigitalOcean, expanded its ...

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Perplexity to use CoreWeave for inference workloads, fine-tuning

March 11, 2026
Philbert Shih

CoreWeave confirmed that AI platform Perplexity will run on its cloud infrastructure platform. ...

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Applied Digital offering notes to support data centre construction

March 11, 2026
Philbert Shih

Applied Digital confirmed it would offer $2.15b in senior secured notes due 2031 to support construc...

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Submer acquires telco GPUaaS provider Radian Arc; plots European data centres, makes moves in India

March 10, 2026
Philbert Shih

There have been a few developments at Barcelona-based Submer recently as it moves up the stack from ...

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WSS: Earnings seasons showing more growth acceleration, while leasing and expansion continues against backdrop of armed conflict in Middle East

March 9, 2026
Philbert Shih

The past few weeks have seen a number of companies from across the ecosystem report earnings. Last w...

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Tencent Cloud launches additional AZ in Frankfurt, Germany

March 4, 2026
Philbert Shih

Tencent Cloud launched a new availability zone in Frankfurt, Germany. ...

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