Archive for the ‘Cloud Infrastructure’ Category

What if the data centres are real, but the delivery dates are fake?

December 2, 2025
Daniel Golding

CoreWeave has taken a drubbing in the market for cutting its annual revenue forecasts – not fo...

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Oracle Cloud opens second cloud region in Italy

December 2, 2025
Ainsley Woods

Oracle Cloud launched a second public cloud region in Italy, located in Turin. ...

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AWS acquires land for first Frankfurt self-build

December 2, 2025
Sacha Kavanagh

AWS acquired a seven hectare site in an industrial park in Schöneck to the north east of Frankfurt....

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Lambda raises $1.5b Series E round; looking to self-builds

December 1, 2025
Philbert Shih

Lambda raised over $1.5b in a Series E round. ...

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Alibaba reports FY2Q26 results; more growth acceleration amid aggressive AI uptake

December 1, 2025
Philbert Shih

Alibaba reported its FY2Q26 (CY3Q25) results, which included more details about the Alibaba Cloud in...

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WSS: More large cloud and data centre deals to build AI infrastructure personify the state of demand and the acceleration in sector growth

December 1, 2025
Philbert Shih

It was a slower week with the US Thanksgiving holiday and we reduced our publishing. But there were...

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MI: Large deals on data centre colocation and cloud side speak to AI demand profile and appetite for infrastructure

November 28, 2025
Philbert Shih

The past month saw a wave of large deals for both data centre colocation and hyperscale cloud infras...

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MI: Revenue growth acceleration kicking in across ecosystem

November 28, 2025
Philbert Shih

Earnings season revealed that revenue growth acceleration is coming from all corners of the ecosyste...

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MI: Hyperscale CapEx outlays set to increase yet again as demand exceeds supply and RPO builds

November 28, 2025
Philbert Shih

CapEx outlays continue to climb and in the past month there were clear signals that investment level...

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MI: AI platforms, service providers working with more than one chip vendor

November 28, 2025
Philbert Shih

The past month saw a number of AI platforms diversify GPU vendors and infrastructure service provide...

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MI: MEA region seeing development activity, investments for AI and hyperscale infrastructure

November 28, 2025
Philbert Shih

There has been more activity picking up in the MEA region, particularly around the UAE and Saudi Ara...

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MI: CoreWeave starts to self-build data centres

November 28, 2025
Philbert Shih

CoreWeave confirmed on its earnings call this month that it is moving more aggressively into self-bu...

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