WSS: Earnings season shows flow through from hyperscale and AI growth as expansion activity shows no signs of slowing down November 10, 2025 Philbert Shih The sector had a busy week as earnings season is now in full swing. Last week, we took a look at th... Read more...
AWS, Accenture expand managed public cloud partnership, targeting public sector November 3, 2025 Philbert Shih AWS expanded its partnership with Accenture to target the US public sector and national security org... Read more...
iomart Group issues 1HFY26 trading update; acquisition-led revenue growth, lower margins November 3, 2025 Sacha Kavanagh The UK’s iomart Group gave a trading update for the six months ended September 30, 2025 (1HFY26), ... Read more...
WSS: Hyperscale earnings point to the reality of supply and demand imbalance as CapEx set to climb and neocloud expansion pushes forward November 3, 2025 Philbert Shih The sector had another busy week as earnings season kicked off with data centre bellwethers and hyp... Read more...
WSS: Hyperscale, neocloud growth continues to drive infrastructure absorption; strategic M&A looking for global hyperscale data centre platforms October 27, 2025 Philbert Shih It was a busy week across the sector as hyperscale data centre and cloud infrastructure continues t... Read more...
WSS: infra / STRUCTURE 2025 debates the future of hyperscale infrastructure, coming out with measured optimism and realism October 20, 2025 Philbert Shih We had a slower publishing schedule this past week due to the sixth annual infra / STRUCTURE summit... Read more...
Canadian consortium comes together to serve federal government for cloud, data centres October 14, 2025 Philbert Shih A consortium of four Canadian infrastructure companies launched a sovereign cloud infrastructure ser... Read more...
WSS: AI-oriented infrastructure continues to push forward; sector health, growth underpins M&A activity October 13, 2025 Philbert Shih The past week saw more neocloud activity as capital raising and expansion activity continues to pus... Read more...
Redcentric releases FY25 results as it prepares to divest data centre business October 7, 2025 Sacha Kavanagh The UK’s Redcentric released its results for the year ended March 31, 2025 (FY25) with modest grow... Read more...
WSS: Neocloud expansion moves to next level, taking up cloud and data centre colocation; cryptocurrency movement to sector in motion October 6, 2025 Philbert Shih The past week saw yet more activity around neocloud expansion. The neoclouds are aggressively buil... Read more...
MI: Shuffling in executive circles and CEO changes September 30, 2025 Philbert Shih There was significant movement in executive circles over the past month, with a number of CEO change... Read more...
WSS: AI infrastructure expansions in the UK point to global growth as overflow continues and more multi-MW consumers raise capital September 29, 2025 Philbert Shih Another busy week for the sector saw more investment and expansion activity in global markets for A... Read more...
