Posts Tagged ‘cloud’

Rackspace partners with Palanatir for managed infrastructure

March 19, 2026
Philbert Shih

Rackspace confirmed a partnership with Palantir Technologies. ...

Read more...

DL Invest, Boosteroid plot hyperscale campus in Poland

March 19, 2026
Sacha Kavanagh

Polish real estate developer is teaming up with cloud gaming provider Boosteroid to build a campus t...

Read more...

Nebius upsizes $4.6b private offering

March 19, 2026
Sacha Kavanagh

Nebius announced the pricing of $4b private offering of convertible senior notes, upsized from the p...

Read more...

Tencent Cloud reports 4Q25 results; demand profile healthy, building supply to meet it

March 18, 2026
Philbert Shih

Tencent reported its 4Q25 results, which included some insights on the trajectory of the cloud infra...

Read more...

Ooredoo launches arm to focus on subsea cables and fibre

March 18, 2026
Swapna Subramani

Ooredoo Group confirmed the formation of Ooredoo Fibre Networks (OFN), a standalone entity to spearh...

Read more...

Akamai acquires NVIDIA Blackwell inventory to support large customer win

March 16, 2026
Philbert Shih

kamai confirmed the acquisition of a significant volume of NVIDIA Blackwell GPU inventory to increas...

Read more...

DigitalOcean rolls out updated cloud offerings based on AMD Instinct GPUs; liquid cooling deployed

March 16, 2026
Philbert Shih

DigitalOcean rolled out cloud infrastructure services built on the AMD Instinct MI350X line of GPUs....

Read more...

Oracle reports FY3Q26 results; more revenue growth acceleration

March 16, 2026
Philbert Shih

Oracle reported its 3QFY26 results, which showed more revenue growth acceleration for the raw cloud ...

Read more...

WSS: Data centre segment continues strength of earnings season amid more AI deals and expansion activity

March 16, 2026
Philbert Shih

The tail end of a long earnings season is nearing and we took a closer look this past week at the re...

Read more...

4Q25 IB: Demand and supply imbalance, RPO levels continue to persist

March 13, 2026
Philbert Shih

The fact that demand continues to outpace supply remains unchanged. ...

Read more...

4Q25 IB: Cloud infrastructure platforms suffer outages

March 13, 2026
Philbert Shih

There were a few outages of note in the 4Q25 period. ...

Read more...

4Q25 IB: Hyperscale CapEx outlays still on the rise

March 13, 2026
Philbert Shih

Hyperscale CapEx outlays continue to accelerate and projections increased again moving into 2026. ...

Read more...