WSS: More hyperscale earnings show accelerating growth amid more infrastructure expansion December 15, 2025 Philbert Shih An eventful earnings season wound down, but there were two more hyperscale platforms reporting in r... Read more...
3Q25 IB: Earnings season showed more signs of growth acceleration across the ecosystem December 12, 2025 Philbert Shih The 3Q25 earnings period picked up on the momentum building in the preceding quarters and there are ... Read more...
WSS: Tail end of earnings season sees more hyperscale growth as global expansion activity shows no signs of slowing down December 8, 2025 Philbert Shih Things have picked up pace again as the US Thanksgiving holiday came to a close and we enter the st... Read more...
WSS: More large cloud and data centre deals to build AI infrastructure personify the state of demand and the acceleration in sector growth December 1, 2025 Philbert Shih It was a slower week with the US Thanksgiving holiday and we reduced our publishing. But there were... Read more...
MI: Revenue growth acceleration kicking in across ecosystem November 28, 2025 Philbert Shih Earnings season revealed that revenue growth acceleration is coming from all corners of the ecosyste... Read more...
WSS: More growth acceleration from earnings season as neocloud performs well; M&A driving more entries into compute space and self-building expanding November 24, 2025 Philbert Shih Another busy week saw more reports from earnings season that point to steady and even accelerating ... Read more...
Megaport acquires Latitude.sh; adding compute to connectivity to capture more of value chain November 17, 2025 Philbert Shih Megaport, a NaaS provider based in Melbourne, Australia, entered into a definitive agreement to acqu... Read more...
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...
DigitalOcean reports 3Q25 results; raises guidance amid AI demand for core, AI infrastructure November 10, 2025 Philbert Shih DigitalOcean reported its 3Q25 results, which showed growth acceleration driven by AI infrastructure... Read more...
Microsoft commits $15.2b to UAE AI and hyperscale cloud infrastructure build-out November 10, 2025 Swapna Subramani Microsoft confirmed plans to invest $15.2b in the UAE by 2029. ... Read more...
AirTrunk & HUMAIN partner on $3b data centre expansion in Saudi Arabia November 5, 2025 Swapna Subramani AirTrunk confirmed a new partnership with HUMAIN to develop AI and hyperscale data centre infrastruc... Read more...
