Posts Tagged ‘AI’

1Q26 IB: Pricing for GPUs moving in the other direction

May 22, 2026
Philbert Shih

There were multiple reports in the recent quarter from webscale and hyperscale providers about emerg...

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1Q26 IB: Chinese hyperscalers also showed growth acceleration, to increase CapEx

May 22, 2026
Philbert Shih

Like the US hyperscalers, Alibaba Cloud showed continued growth acceleration in the recent quarter a...

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1Q26 IB: Service provider delivery channel gaining more support from suppliers

May 22, 2026
Philbert Shih

AMD continues to build out its service delivery ecosystem and like NVIDIA, is focused on infrastruct...

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1Q26 IB: Liquid cooling in planning stages mostly, but starting to go live

May 22, 2026
Philbert Shih

Liquid cooling environments are starting to come online. ...

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1Q26 IB: Executive Summary

May 22, 2026
Philbert Shih

The first quarter of the year was a busy one and carried forward trends already in motion throughout...

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Equinix reports 1Q26 results; strong sales activity as AI inferencing and agentic workloads drive broad-based demand

May 21, 2026
Jabez Tan

Equinix reported its 1Q26 results, which reflected continued broad-based demand, strong sales activi...

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Akamai reports 1Q26 results; more raw cloud infrastructure growth and major $1.8b AI customer win

May 19, 2026
Philbert Shih

Akamai reported its 1Q26 results, which showed more cloud infrastructure growth, and a landmark fron...

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DigitalOcean reports 1Q26 results; adds 60MW in capacity to support growth acceleration, demand signals

May 18, 2026
Philbert Shih

DigitalOcean reported its 1Q26 results, which showed material revenue growth acceleration, amid stro...

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eStruxture wins CoreWeave for Calgary, Alberta data centre

May 18, 2026
Philbert Shih

Canadian data centre operator eStruxture confirmed CoreWeave as an anchor tenant in Calgary, Alberta...

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Cloudflare reports 1Q26 results; workforce reduction driven by AI adoption amid healthy growth

May 18, 2026
Philbert Shih

Cloudflare reported its 1Q26 results, which showed more steady performance. The quarter was marked b...

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Digital Realty reports 1Q26 results; record leasing and AI demand support strong start to 2026

May 18, 2026
Ainsley Woods

Digital Realty reported its 1Q26 results, with performance reflecting continued strength across ente...

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WSS: Earnings season shows more growth momentum and CapEx commitments; additional indicators seen in vendor capacity increases, leasing

May 18, 2026
Philbert Shih

Earnings season is in full swing and we took a closer look at the results coming from across the ...

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