Archive for the ‘Hyperscale’ Category

Cloudflare suffers two outages caused by software, configuration issues

December 15, 2025
Philbert Shih

Cloudflare suffered two outages in the last several weeks. ...

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Hyperscale CEOs speak to the state of demand and supply amid skeptic concerns about bubble

December 15, 2025
Philbert Shih

There has been a lot of debate about whether AI is a bubble. We have published a report this week th...

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Argo Infrastructure Partners increases stake in TierPoint; acquires Tek Park, expanding portfolio

December 15, 2025
Philbert Shih

Argo Infrastructure Partners increased its ownership in TierPoint by buying out a majority of the mi...

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Applied Digital leads $25m investment round in liquid cooling specialist Corintis

December 15, 2025
Philbert Shih

Applied Digital participated as the lead investor in a $25m funding round of Corintis, a Switzerland...

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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...

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3Q25 IB: Energy and data centre operating world collaborating and converging

December 12, 2025
Philbert Shih

Data centre operators increasingly work in close collaboration with energy companies. ...

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3Q25 IB: Hyperscale end user world expanding as multi-MW consumer demographic grows

December 12, 2025
Philbert Shih

The hyperscale market has been an exclusive group, but there are signs that universe is starting to ...

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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 ...

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3Q25 IB: Hyperscale, AI platforms using more cloud-based infrastructure to diversity and get to market

December 12, 2025
Philbert Shih

Neoclouds and hyperscale platforms like Meta are taking down large volumes of hyperscale cloud infra...

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3Q25 IB: Cryptocurrency firms continue to cross over into data centre space and are winning deals

December 12, 2025
Philbert Shih

Cryptocurrency companies continue to move aggressively into the data centre colocation market. ...

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3Q25 IB: CoreWeave to start self-building data centres sooner than expected

December 12, 2025
Philbert Shih

One of the main reasons CoreWeave tried to acquire Core Scientific was to accelerate its ability to ...

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3Q25 IB: Chinese hyperscale recovery set to drive demand for data centre colocation

December 12, 2025
Philbert Shih

The Chinese hyperscale clouds continue to show improved performance levels. Bellwether Alibaba Cloud...

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