Author Archive

1Q26 IB: Liquid cooling in planning stages mostly, but starting to go live

May 22, 2026
Philbert Shih

Liquid cooling environments are starting to come online. ...

Read more...

1Q26 IB: Executive Summary

May 22, 2026
Philbert Shih

The first quarter of the year was a busy one and carried forward trends already in motion throughout...

Read more...

I Squared Capital acquires stake in Brazil’s Elea Data Centers

May 21, 2026
Philbert Shih

I Squared Capital acquired an undisclosed stake in Brazil-based data centre operator Elea Data Cente...

Read more...

IREN acquires Mirantis, adding more cloud capacity; partners with NVIDIA to expand further in Texas, Oklahoma

May 20, 2026
Philbert Shih

IREN, a neocloud and data centre operator, acquired Mirantis, an infrastructure management software ...

Read more...

Akamai reports 1Q26 results; more raw cloud infrastructure growth and major $1.8b AI customer win

May 19, 2026
Philbert Shih

Akamai reported its 1Q26 results, which showed more cloud infrastructure growth, and a landmark fron...

Read more...

DigitalOcean reports 1Q26 results; adds 60MW in capacity to support growth acceleration, demand signals

May 18, 2026
Philbert Shih

DigitalOcean reported its 1Q26 results, which showed material revenue growth acceleration, amid stro...

Read more...

eStruxture wins CoreWeave for Calgary, Alberta data centre

May 18, 2026
Philbert Shih

Canadian data centre operator eStruxture confirmed CoreWeave as an anchor tenant in Calgary, Alberta...

Read more...

Cloudflare reports 1Q26 results; workforce reduction driven by AI adoption amid healthy growth

May 18, 2026
Philbert Shih

Cloudflare reported its 1Q26 results, which showed more steady performance. The quarter was marked b...

Read more...

WSS: Earnings season shows more growth momentum and CapEx commitments; additional indicators seen in vendor capacity increases, leasing

May 18, 2026
Philbert Shih

Earnings season is in full swing and we took a closer look at the results coming from across the ...

Read more...

ChronoScale brings in Supermicro veteran as CEO

May 15, 2026
Philbert Shih

Neocloud ChronoScale, just spun out of Applied Digital into a standalone company listed on the Nasda...

Read more...

CDC Data Centres signs US hyperscaler for 555MW contract in Australia

May 14, 2026
Philbert Shih

Australia’s CDC Data Centres confirmed signing the largest data centre colocation deal in its ...

Read more...

Alibaba reports FY4Q26 results; AI uptake driving cloud infrastructure growth and spin-off into core cloud services

May 14, 2026
Philbert Shih

Alibaba reported its FY3Q26 (CY4Q25) results, which included details about the Alibaba Cloud busines...

Read more...