Archive for the ‘Hyperscale’ Category

Microsoft reports 3QFY26 results; growth acceleration, capacity constraints continue

May 4, 2026
Philbert Shih

Microsoft reported its 3QFY26 results, which like the other hyperscalers, showed cloud infrastructu...

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Google reports 1Q26 results; growth acceleration amid strong AI uptake

May 4, 2026
Philbert Shih

Google reported its 1Q26 results, which included details for the Google Cloud business, which saw si...

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Amazon reports 1Q26 results; more growth acceleration as AWS starts to tap into immense AI upside

May 4, 2026
Philbert Shih

Amazon reported its 1Q26 results, which showed a further uptick in the rate of revenue growth accele...

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WSS: Hyperscalers lead off earnings season with cloud infrastructure growth accelerating as demand continues to be robust

May 4, 2026
Philbert Shih

A busy week saw the start of earnings season and the hyperscalers got things going. Oracle Cloud r...

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Amazon acquires 44 acres in NoVA for $120m

May 1, 2026
Vivian Kong

Amazon purchased 44 acres in Prince William County, Virginia for data centre development. ...

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NEXTDC leases 250MW at S4 location in Sydney, Australia; accelerates development

May 1, 2026
Philbert Shih

NEXTDC in Australia disclosed a material increase in contracted utilization driven by 250MW in leasi...

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MI: Cryptocurrency firms continue to lease data centre capacity in hyperscale, neocloud world

April 30, 2026
Philbert Shih

Cryptocurrency firms continues to have success crossing over into the data centre infrastructure spa...

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MI: Silicon diversification continues to be driven by supply management and technology

April 30, 2026
Philbert Shih

The past month saw more movement around silicon as AI models and hyperscalers moved to diversify ven...

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MI: CoreWeave wins another trio of billion-dollar cloud infrastructure deals

April 30, 2026
Philbert Shih

CoreWeave continues to grow at an extremely aggressive pace and disclosed another run of customer wi...

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MI: More data points emerged for AI platform and neocloud growth

April 30, 2026
Philbert Shih

More data points emerged in the last month that speak to the growth trajectory of leading AI models ...

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MI: Mumbai sees surge of development, expansion activity, reflecting growth trajectory of India

April 30, 2026
Philbert Shih

The past month saw significant data centre development and expansion activity in India. ...

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Microsoft to invest more than $1b for data centres in Thailand

April 29, 2026
Philbert Shih

Microsoft confirmed plans to invest more than $1b between 2026-2028 in Thailand for cloud and AI dat...

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