Author Archive

ByteDance expanding investment for infrastructure in Bangkok, Thailand

March 10, 2025
Philbert Shih

TikTok’s parent company ByteDance confirmed it would substantially increase its investment in ...

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CoreWeave files S-1 and eyes the public markets; a perfect storm of timing and a unique value proposition, but lots of possible outcomes

March 10, 2025
Philbert Shih

GPU cloud provider CoreWeave filed its S-1 with plans to trade on the Nasdaq under ticker symbol CR...

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WSS: Debate on sector’s trajectory continues; earnings, more expansion projects suggest bearish claims grounded in short-term views

March 10, 2025
Philbert Shih

The sector continues to see a tremendous volume of activity amid earnings season and continued deb...

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Digital Edge to make CEO change

March 6, 2025
Philbert Shih

Singapore-based Digital Edge disclosed that president John Freeman will take over the CEO role next ...

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CoreWeave files S-1 and eyes the public markets

March 4, 2025
Philbert Shih

GPU cloud provider CoreWeave filed its S-1 with plans to trade on the Nasdaq under ticker symbol CR...

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DigitalOcean reports 4Q24, FY24 results; steady as she goes, with a long-term view

March 4, 2025
Philbert Shih

DigitalOcean reported its 4Q24 and FY24 results, which showed more steadiness and consistency as it ...

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LiquidWeb adds more bare metal locations

March 3, 2025
Philbert Shih

LiquidWeb added four new bare metal server locations to its footprint. ...

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OpenAI planning to shift data centre development under Stargate umbrella; OCI to benefit

March 3, 2025
Philbert Shih

Media reports indicate that OpenAI is planning to shift more its data centre development under the u...

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Meta reported to be planning more data centres, raising capital for projects

March 3, 2025
Philbert Shih

Media reports suggest Meta is in talks with investors to fund $30-35b in data centre development. ...

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Rackspace reports 4Q24, FY24 results; bookings uptick amid continued revenue attrition

March 3, 2025
Philbert Shih

Rackspace reported its 4Q24 and FY24 results, which showed more negative growth despite some positiv...

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Akamai reports 4Q24, FY24 results; compute continues healthy growth trajectory, large customer wins

March 3, 2025
Philbert Shih

Akamai reported its 4Q24 and FY24 results, which continue to show a business that is shifting to com...

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WSS: Questions around sector’s status continue to swirl as hyperscalers said to be pulling back from leases, infrastructure builds; but is it real?

March 3, 2025
Philbert Shih

The sector continues to see developments that raise questions about the sector’s status and w...

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