Archive for the ‘Cloud Infrastructure’ Category

Batelco and Qareeb to launch edge data centre in Bahrain

February 4, 2026
Swapna Subramani

Bahrain-based telco Batelco and data centre operator Qareeb confirmed plans to deploy an edge data c...

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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 fiber, cab...

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Meta reports 4Q25 results; CapEx expected to climb further as AI build-out picks up pace

February 2, 2026
Philbert Shih

Meta reported its 4Q25 results, which included guidance for CapEx in 2026 and useful comments about ...

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Microsoft reports 2QFY26 results; more Azure growth, CapEx investments, with spin-off into traditional compute infrastructure

February 2, 2026
Philbert Shih

Microsoft reported its 2QFY26 (CY4Q25) results, which showed more growth for the Azure cloud infrast...

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WSS: More concerns around AI infrastructure build-out play out in investments, legal action; more leasing and builds

February 2, 2026
Philbert Shih

The past week saw more activity in the emerging neocloud space. NVIDIA made a $2b investment in Core...

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MI: OpenAI, Anthropic growing with different demographics in customer base

January 30, 2026
Philbert Shih

AI companies continue to develop their business models and there are significant implications for in...

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MI: Nuclear energy continues with momentum as Meta expands investment, partnerships

January 30, 2026
Philbert Shih

Nuclear energy continues to see momentum in the sector. ...

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MI: M&A oriented to technology, capabilities continues and adds raw resources to list

January 30, 2026
Philbert Shih

During the past month, we picked up coverage of a number of M&A transactions that were disclose...

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MI: The next hyperscaler clouds make moves in different directions

January 30, 2026
Philbert Shih

The past month saw two companies that could potentially become hyperscale cloud infrastructure platf...

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