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... Read more...
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... Read more...
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... Read more...
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... Read more...
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... Read more...
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... Read more...
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... Read more...
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 ... Read more...
ChronoScale brings in Supermicro veteran as CEO May 15, 2026 Philbert Shih Neocloud ChronoScale, just spun out of Applied Digital into a standalone company listed on the Nasda... Read more...
Corning boosting US optical connectivity, fibre production on back of NVIDIA commitment May 14, 2026 Sacha Kavanagh NVIDIA struck another manufacturing agreement, this time with Corning for optical connectivity solut... Read more...
Tencent reports 1Q26 results; CapEx rising, but AI and cloud infrastructure to be prioritized in 2H26 with more investments May 13, 2026 Philbert Shih Tencent reported its 1Q26 results, which provided insights into the Tencent Cloud business and its o... Read more...
Lambda secures $1b senior credit facility May 13, 2026 Philbert Shih Lambda closed a $1b senior secured credit facility. ... Read more...
