Author Archive

WSS: Hyperscalers kick off earnings season and show more growth acceleration, raise CapEx commitments

February 9, 2026
Philbert Shih

Earnings season is now well underway as reporting for the last quarter of the previous calendar yea...

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Amazon reports 4Q25 results; AWS continues growth acceleration, CapEx to climb again

February 6, 2026
Philbert Shih

Amazon reported its 4Q25 and FY25 results, which showed accelerating growth for the AWS cloud infras...

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US Signal acquires data centre outside Chicago; expanding capacity, adding cloud infrastructure services

February 6, 2026
Philbert Shih

US Signal acquired a data centre outside Chicago in Aurora, Illinois. ...

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SoftBank acquires DigitalBridge and ability to source and scale cloud, data centre infrastructure

February 5, 2026
Philbert Shih

SoftBank Group acquired digital infrastructure-focused investor and asset manager DigitalBridge Grou...

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Google reports 4Q25 results; cloud growth acceleration, CapEx expansion

February 5, 2026
Philbert Shih

Summary: Google parent Alphabet reported its 4Q25 results, which showed significant levels of growth...

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Tencent Cloud planning to expand cloud infrastructure footprint in Middle East

February 4, 2026
Philbert Shih

Tencent executives were quoted on the record confirming that the Tencent Cloud business would build ...

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Perplexity to deploy on Azure; $750m cloud infrastructure deal

February 4, 2026
Philbert Shih

AI startup Perplexity is reported to have signed a significant Azure cloud infrastructure deal with ...

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Empyrion Digital breaks ground on data centre in Taipei, Taiwan

February 3, 2026
Philbert Shih

Empyrion Digital confirmed it has broken ground on a new data centre build in Taipei, Taiwan. ...

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WellSpan migrating IT infrastructure, data centres to AWS cloud

February 3, 2026
Philbert Shih

Pennsylvania-based healthcare provider WellSpan confirmed plans to migrate its entire IT infrastruct...

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DoIT acquires SELECT for data management capabilities

February 3, 2026
Philbert Shih

Managed public cloud provider DoIT acquired SELECT, based in Toronto, Canada. ...

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ByteDance planning CapEx increase in 2026; relatively modest jump

February 2, 2026
Philbert Shih

Media reports in APAC indicate ByteDance is set to increase its CapEx commitment in 2026. ...

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Corning to support Meta with $6b in fibre, cable and connectivity infrastructure

February 2, 2026
Philbert Shih

Corning and Meta confirmed a $6b agreement that will see Corning supply Meta with optical fibre, cab...

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