Archive for the ‘Cloud Infrastructure’ Category
WSS: Hyperscalers earnings show accelerating growth and investment levels as demand continues to outpace supply
Read more...Fastly looks internally for new CEO
astly elevated its chief product officer Kip Compton to the CEO position. ...
Read more...Amazon reports 2Q25 results; growth acceleration and CapEx upticks amid ongoing supply and demand imbalance
Read more...Microsoft reports 4QFY25 and FY25 results; Azure growth, CapEx acceleration in face of strong demand signals
Read more...MI: CapEx outlays rising further as hyperscalers invest to meet supply and demand imbalance
CapEx is a good indicator of addressable market for the hyperscale data centre sector. ...
Read more...MI: Hyperscale earnings with common threads all pointing in a positive direction
The past month saw earnings season kick off with the ‘big four’ US hyperscalers – ...
Read more...MI: Outsourcing uptake continues to climb amid push to AI and overall transformation trends
Read more...MI: Hyperscale leasing universe widening in AI ecosystem
The past month saw more momentum with hyperscale-level leasing. ...
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