Cloudflare reports 3Q25 results; growth acceleration amid a convergence of tailwinds November 17, 2025 Philbert Shih Cloudflare reported its 3Q25 results, which showed growth rate acceleration as both add-on service a... Read more...
WSS: Earnings shows more signs of growth acceleration as AI inferencing drives demand and strategic moves November 17, 2025 Philbert Shih A busy week saw earnings season in full swing and the results coming in from across the ecosystem s... Read more...
Akamai reports 3Q25 results; cloud infrastructure growth, AI inferencing opportunity opening up November 11, 2025 Philbert Shih kamai reported its 3Q25 results, which saw the cloud infrastructure arm drive growth with new custom... Read more...
Akamai releases Akamai Inference Cloud; taking delivery to cloud for AI November 10, 2025 Philbert Shih Akamai launched Akamai Inference Cloud and shared some quick data points about early interest in the... Read more...
WSS: Earnings season shows flow through from hyperscale and AI growth as expansion activity shows no signs of slowing down November 10, 2025 Philbert Shih The sector had a busy week as earnings season is now in full swing. Last week, we took a look at th... Read more...
Cloudflare integrates networking, security and performance capabilities with Oracle Cloud November 6, 2025 Philbert Shih Cloudflare integrated its connectivity, networking, security and performance optimization capabiliti... Read more...
Edged Energy breaks ground on new data centre in Iowa November 4, 2025 Vivian Kong Edged Energy broke ground on a new data centre in Council Bluffs, Iowa anchoring the Omaha-Council B... Read more...
WSS: Hyperscale earnings point to the reality of supply and demand imbalance as CapEx set to climb and neocloud expansion pushes forward November 3, 2025 Philbert Shih The sector had another busy week as earnings season kicked off with data centre bellwethers and hyp... Read more...
AtlasEdge secures €253m green financing for Lisbon campus October 29, 2025 Ainsley Woods AtlasEdge has raised €253m in green financing to fund the build-out of the first and second buildi... Read more...
WSS: Hyperscale, neocloud growth continues to drive infrastructure absorption; strategic M&A looking for global hyperscale data centre platforms October 27, 2025 Philbert Shih It was a busy week across the sector as hyperscale data centre and cloud infrastructure continues t... Read more...
Cologix enters Calgary market with acquisition of DataHiveOne carrier hotel October 23, 2025 Ainsley Woods Cologix acquired DataHiveOne, Calgary’s carrier hotel, along with most of DataHive’s colocation ... Read more...
Pulsant refinances, extends debt facilities for future growth October 22, 2025 Sacha Kavanagh Pulsant completed a five-year refinancing and extension of its debt facilities. ... Read more...
