Archive for the ‘Edge’ Category

Regulatory, hyperscale, earnings, cloud, managed infrastructure, data centre, GPU providers, funding

May 27, 2024
Philbert Shih

The past week saw the peak of earnings season, more developments from the GPU cloud space and conti...

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Cloudflare reports 1Q24 results; consistent performance, GPU momentum and platform benefits

May 20, 2024
Philbert Shih

Cloudflare reported its 1Q24 results, which showed some slight deceleration after a period of stabil...

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Webscale, cloud, earnings, hyperscale, Europe, expansions, energy, M&A commentary

May 20, 2024
Philbert Shih

The week saw more from earnings season, hyperscale developments and activity around the market in I...

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Jim Kramer comes up with silly M&A scenarios for the CDN, edge space

May 16, 2024
Philbert Shih

Jim Cramer, the long-time CNBC TV personality of Mad Money fame, made some puzzling comments about A...

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Vercara partners with Edgio for edge compute service

May 15, 2024
Jim Davis

Vercara, formerly known as Neustar Security Services, launched an edge computing service called Ultr...

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Akamai reports 1Q24 results; delivery sluggishness, compute momentum signify larger directional shifts for business

May 13, 2024
Philbert Shih

Akamai reported its 1Q24 results, which saw more growth in security and compute, while delivery cont...

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Earnings, hyperscale, master-planned parks, AWS, Southeast Asia, Microsoft, GPUs, partnerships

May 13, 2024
Philbert Shih

It was another busy week across the sector. We have more from earnings season, while there were mas...

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CtrlS shares data centre development update for India

May 9, 2024
Jabez Tan

Management for India’s CtrlS Datacenters shared plans to invest over USD $2b in the next 3-4 y...

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Fastly reports 1Q24 results; revenue growth to slow, guidance impact

May 6, 2024
Philbert Shih

Fastly reported its 1Q24 results, which were at the mid-point of guidance. However, Fastly had to di...

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Earnings, hyperscale, acceleration, GPUs, M&A, CapEx, expansions, global markets

May 6, 2024
Philbert Shih

It was another busy week across the sector. Earnings season kicked off and the hyperscale platforms...

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AtlasEdge enters Portugal with the acquisition of two sites in Lisbon

May 1, 2024
Ainsley Woods

AtlasEdge confirmed plans to enter the Portuguese market with the acquisition of two adjacent sites ...

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Cloud, GPUs, SaaS migrations, Europe, ESG, power constraints, optimizations

April 29, 2024
Philbert Shih

A busy week saw activity in cloud infrastructure and GPUs, more enterprise and SaaS movement betwee...

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