Archive for the ‘Cloud Infrastructure’ Category

Nebius upsizes $4.6b private offering

March 19, 2026
Sacha Kavanagh

Nebius announced the pricing of $4b private offering of convertible senior notes, upsized from the p...

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Tencent Cloud reports 4Q25 results; demand profile healthy, building supply to meet it

March 18, 2026
Philbert Shih

Tencent reported its 4Q25 results, which included some insights on the trajectory of the cloud infra...

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Bell Canada to build 300MW AI data centre in Regina; CoreWeave and Cerebras as tenants

March 18, 2026
Vivian Kong

Bell Canada shared plans to build a 300MW AI data centre in Sherwood, Saskatchewan just outside of R...

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Ooredoo launches arm to focus on subsea cables and fibre

March 18, 2026
Swapna Subramani

Ooredoo Group confirmed the formation of Ooredoo Fibre Networks (OFN), a standalone entity to spearh...

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Akamai acquires NVIDIA Blackwell inventory to support large customer win

March 16, 2026
Philbert Shih

kamai confirmed the acquisition of a significant volume of NVIDIA Blackwell GPU inventory to increas...

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DigitalOcean rolls out updated cloud offerings based on AMD Instinct GPUs; liquid cooling deployed

March 16, 2026
Philbert Shih

DigitalOcean rolled out cloud infrastructure services built on the AMD Instinct MI350X line of GPUs....

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Oracle reports FY3Q26 results; more revenue growth acceleration

March 16, 2026
Philbert Shih

Oracle reported its 3QFY26 results, which showed more revenue growth acceleration for the raw cloud ...

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WSS: Data centre segment continues strength of earnings season amid more AI deals and expansion activity

March 16, 2026
Philbert Shih

The tail end of a long earnings season is nearing and we took a closer look this past week at the re...

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4Q25 IB: Hyperscale CapEx outlays still on the rise

March 13, 2026
Philbert Shih

Hyperscale CapEx outlays continue to accelerate and projections increased again moving into 2026. ...

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4Q25 IB: AI platforms seeing widespread uptake that is positively impacting infrastructure demand

March 13, 2026
Philbert Shih

AI platforms continue to show aggressive growth rates. ...

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4Q25 IB: Earnings season saw yet more growth acceleration across the ecosystem

March 13, 2026
Philbert Shih

The recent quarter continued the trend of revenue growth acceleration that has been developing since...

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4Q25 IB: Meta continues to build infrastructure aggressively

March 13, 2026
Philbert Shih

Meta continues to ramp up its CapEx spend and is developing data centre capacity at an aggressive pa...

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