Archive for the ‘Cloud Infrastructure’ Category

Rackspace reports 3Q25 results; maintained recent trend lines with revenue attrition slowing

November 12, 2025
Philbert Shih

Rackspace reported its 3Q25 results, which continued to show signs that the revenue attrition trend ...

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Gcore rolls out AI Cloud Stack

November 12, 2025
Sacha Kavanagh

Luxembourg-based Gcore launched the AI Cloud Stack software solution for CSPs, telcos and large ente...

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Akamai reports 3Q25 results; cloud infrastructure growth, AI inferencing opportunity opening up

November 11, 2025
Philbert Shih

kamai reported its 3Q25 results, which saw the cloud infrastructure arm drive growth with new custom...

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Microsoft, True IDC, CP Group partner for cloud data centre development in Thailand

November 11, 2025
Philbert Shih

Microsoft, Thai conglomerate Charoen Pokphand Group (CP Group), True Corporation and True Internet D...

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Sharon AI signs 50MW lease agreement with NEXTDC in Melbourne, Australia

November 11, 2025
Jabez Tan

Australia-based neocloud Sharon AI signed a 50MW lease agreement with NEXTDC at its M3 data centre i...

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Meta reports 3Q25 results; CapEx outlays still climbing

November 10, 2025
Philbert Shih

Meta reported its 3Q25 results and shared important data points about its data centre requirements a...

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Microsoft contracts 200k NVIDIA GPUs from Nscale in US, Europe

November 10, 2025
Sacha Kavanagh

Nscale and Microsoft signed an expanded deal that will see Nscale deliver ~200k NVIDIA GB300 GPUs to...

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DigitalOcean reports 3Q25 results; raises guidance amid AI demand for core, AI infrastructure

November 10, 2025
Philbert Shih

DigitalOcean reported its 3Q25 results, which showed growth acceleration driven by AI infrastructure...

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Microsoft commits $15.2b to UAE AI and hyperscale cloud infrastructure build-out

November 10, 2025
Swapna Subramani

Microsoft confirmed plans to invest $15.2b in the UAE by 2029. ...

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US clears Microsoft to ship advanced NVIDIA AI chips to UAE

November 10, 2025
Swapna Subramani

The US government has approved Microsoft to ship Nvidia’s latest AI chips for deployment in the Un...

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Akamai releases Akamai Inference Cloud; taking delivery to cloud for AI

November 10, 2025
Philbert Shih

Akamai launched Akamai Inference Cloud and shared some quick data points about early interest in the...

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WSS: Earnings season shows flow through from hyperscale and AI growth as expansion activity shows no signs of slowing down

November 10, 2025
Philbert Shih

The sector had a busy week as earnings season is now in full swing. Last week, we took a look at th...

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