Author Archive

CoreWeave reports 2Q25 results; strong demand and aggressive growth increases guidance

August 12, 2025
Philbert Shih

CoreWeave reported its 2Q25 results, with top-line revenue growth exceeding expectations and crossin...

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DigitalOcean reports 2Q25 results; raises guidance in the face of steady growth trends

August 12, 2025
Philbert Shih

DigitalOcean reported its 2Q25 results, which showed more forward progress driven by its AI-oriented...

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Applied Digital reports 4QFY25, FY25 results; CoreWeave expands leases, cloud business looking at alternatives

August 11, 2025
Philbert Shih

Applied Digital reported its 4QFY25 and FY25 results, which ended May 31, 2025. The business continu...

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CoreWeave expands data centre capacity commitment with Applied Digital in North Dakota

August 11, 2025
Philbert Shih

Applied Digital confirmed that CoreWeave exercised a remaining lease option at its data centre campu...

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Rackspace reports 2Q25 results; revenue deceleration slowing as pipeline builds

August 11, 2025
Philbert Shih

Rackspace reported its 2Q25 results. Revenue attrition are starting to decline as Rackspace starts t...

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WSS: Data centre earnings reflect AI and hypercale cloud growth impact

August 11, 2025
Philbert Shih

A busy week saw reports from earnings season, more hyperscale CapEx increases and neocloud and AI i...

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Digital Edge names new CEO for Japan market

August 8, 2025
Philbert Shih

Digital Edge named Ryosuke Yoshioka CEO of Digital Edge Japan. ...

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Equinix brings in C-level executive to oversee customer experience, revenue

August 8, 2025
Philbert Shih

Equinix named Shane Paladin EVP and chief customer and revenue officer. ...

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Serverfarm adds sustainability amendments to $1.6b credit facility

August 7, 2025
Philbert Shih

Serverfarm added a sustainability-linked amendment to its $1.637b credit facility for North America....

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CoreWeave closes debt facility to support building of infrastructure for OpenAI

August 7, 2025
Philbert Shih

CoreWeave closed a $2.6b secured debt facility. ...

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Cohere data points on revenue growth and infrastructure strategy

August 6, 2025
Philbert Shih

Technology media reports have some interesting details on Canadian AI developer Cohere’s annua...

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CPP Investments, Deutsche Bank provide financing for JV developing GPU cloud data centre in Cambridge, ON for CoreWeave

August 5, 2025
Philbert Shih

CPP Investments disclosed that is providing funding for a 54MW data centre project in Cambridge, Ont...

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