Author Archive

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...

Read more...

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...

Read more...

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 ...

Read more...

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...

Read more...

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 ...

Read more...

LiquidWeb adds more bare metal locations

March 3, 2025
Philbert Shih

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

Read more...

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...

Read more...

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. ...

Read more...

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...

Read more...

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...

Read more...

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...

Read more...

MI: Edge-hyperscale segment emerging to tackle market inefficiency

February 28, 2025
Philbert Shih

Amid the focus on hyperscale AZs and AI training models, a bit of a market inefficiency has emerged ...

Read more...