Archive for the ‘Edge’ Category

2Q25 IB: Executive Summary

August 22, 2025
Philbert Shih

The recent quarter saw the sector pick up from where it left off in the 1Q25 period. The larger deba...

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2Q25 IB: AI inferencing going to webscale clouds with network reach and edge scenarios; wins from hyperscalers

August 22, 2025
Philbert Shih

There has been an uptick in demand for cloud infrastructure that supports AI inferencing workloads. ...

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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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American Tower reports 2Q25 results; steady growth in data centre segment

August 20, 2025
Vivian Kong

American Tower reported its 2Q25 results, which included data points and KPIs around the CoreSite da...

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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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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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MERLIN Edged progress in Spain, Portugal, Madrid land banks; intel on CoreWeave leases

August 18, 2025
Sacha Kavanagh

Spain-based MERLIN Properties released its results for the six months ended 30 June 2025, which incl...

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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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Edged Energy tops out Des Moines data centre

August 13, 2025
Vivian Kong

Edged Energy topped out its newest data centre in Ankeny, Iowa, just outside of Des Moines. ...

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Akamai reports 2Q25 results; raw cloud infrastructure growth positioned to accelerate

August 13, 2025
Philbert Shih

Akamai reported its 2Q25 results, which included granular data points about cloud infrastructure rev...

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Sify reports 200MW data centre footprint across 14 sites in FY24–25

August 12, 2025
Swapna Subramani

By the end of the fiscal year March 31, 2025, Sify operated 14 data centres across India, delive...

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