DigitalOcean reports 3Q26 results; more growth acceleration driven by AI workloads, AI-oriented infrastructure November 3, 2026 Philbert Shih DigitalOcean reported its 3Q26 results, which showed more growth acceleration for the fifth consecut... Read more...
MI: Akamai, Megaport winning large cloud infrastructure deals October 30, 2026 Philbert Shih Webscale providers like Akamai and Megaport, which we now classify as neoclouds, continue to win sig... Read more...
WSS: Earnings season underway with Meta reporting more CapEx spending as neocloud execution comes into focus amid ongoing demand October 26, 2026 Philbert Shih Earnings season is about to get rolling and the hyperscalers are usually among the first to report. ... Read more...
WSS: Neocloud expansion and leasing activity continues to push forward and expand on a global basis October 19, 2026 Philbert Shih We took a week off with the Monday summary to host the infra / STRUCTURE summit in las Vegas. We wil... Read more...
WSS: More cloud inferencing infrastructure momentum as geopolitics continues to shape landscape October 5, 2026 Philbert Shih The sector continues to see the frontier labs drive cloud infrastructure leasing. Just this past wee... Read more...
WSS: More neocloud capital raising and new company formation as landscape continues to diversify September 28, 2026 Philbert Shih The past week saw more activity from the neocloud space, while new operating platforms continued to ... Read more...
Goodman raises $455m for its Hong Kong data centre partnership, funding the HKG10 fit-out in Tsuen Wan September 21, 2026 Jason Zhou Goodman Group raised US$455m in equity from existing and new institutional investors for the Goodman... Read more...
WSS: Neoclouds raise capital amid strong demand and leasing activity as more from earnings season shows continued hyperscale acceleration September 21, 2026 Philbert Shih It was a busy week in the neocloud space as providers raised capital, secured capacity and strategi... Read more...
WSS: Frontier labs driving neocloud leasing built on both third-party data centres and self-perform scenarios September 14, 2026 Philbert Shih It was a busy week as the sector came out of the Labour Day long weekend in the US and Canada. In th... Read more...
WSS: Neocloud momentum translating into more data centre infrastructure consumption as self-builds continue September 7, 2026 Philbert Shih It was a busy week for the sector even with public holidays in the UK, US and Canada. The neocloud a... Read more...
WSS: More growth from cloud and hyperscale coming out of earnings as neocloud continues to push growth and expansion August 31, 2026 Philbert Shih Earnings season continued to move along and in the past week we looked at the results coming from a ... Read more...
2Q26 IB: Executive Summary August 28, 2026 Philbert Shih The recent quarter saw the sector push forward to another level as revenue growth continued to accel... Read more...
