Archive for the ‘Cloud Infrastructure’ Category

2Q25 IB: Hyperscale pullback debate continued, but still no solid evidence of overbuild situation or emerging bubble

August 22, 2025
Philbert Shih

There were a number of developments in the last quarter around hyperscale pullbacks, but things seem...

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2Q25 IB: Overflow capacity drawn to clouds by OpEx, supply chain redundancy

August 22, 2025
Philbert Shih

There continue to be overflow capacity requirements on the hunt for GPU cloud infrastructure. ...

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AWS launches Amazon Elastic VMware Service

August 21, 2025
Philbert Shih

AWS launched Amazon Elastic VMware Service into GA. ...

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Fastly brings in new CFO

August 21, 2025
Philbert Shih

Fastly named Richard Wong as its new CFO. ...

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Digital Realty and Oracle expand collaboration to accelerate hybrid IT and AI adoption

August 20, 2025
Swapna Subramani

Digital Realty partnered with Oracle to integrate Oracle Cloud Solution Centers into its global data...

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Fastly reports 2Q25 results; signs of uptake lead to top-line, KPI gains

August 20, 2025
Philbert Shih

CDN, security and cloud provider Fastly reported its 2Q25 results. ...

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Oracle Cloud deploying with DayOne in Batam, Indonesia

August 18, 2025
Philbert Shih

Multiple media reports confirm Oracle Cloud will deploy infrastructure in Batam, Indonesia with DayO...

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Cloudflare reports 2Q25 results; large customer and Workers compute momentum, acceleration

August 18, 2025
Philbert Shih

Cloudflare reported its 2Q25 results, which saw a continuation of healthy trends and some re-acceler...

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DayOne to build €1.2b campus in Lahti, Finland

August 18, 2025
Ainsley Woods

Singapore-based DayOne confirmed plans to invest up to €1.2b in a new hyperscale data centre campu...

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WSS: Earnings season reveals health of webscale, neocloud and managed infrastructure segments as demand permeates ecosystem

August 18, 2025
Philbert Shih

Another week saw the peak of earnings season as a significant cross-section of the cloud and manage...

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Apple signals AI and private cloud investments in FY3Q25 results

August 15, 2025
Swapna Subramani

Apple reported its 3QFY25 results and shared data points about its AI and private cloud compute inve...

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OpenAI revenue base continues to climb

August 14, 2025
Philbert Shih

Media reports indicate OpenAI recently reached $12b in ARR. ...

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