Posts Tagged ‘cloud’

Equinix reports 3Q26 results; records $500m in bookings as pricing strengthens and capacity delivery accelerates

November 2, 2026
Jabez Tan

Equinix reported its 3Q26 results, highlighted by record bookings, continued double-digit recurring...

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Crux AI secures $22b in bank loans to buy Google GPUs

November 2, 2026
Sacha Kavanagh

Media reports indicate neocloud Crux AI, which launched recently as a JV between Blackstone and Goog...

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WSS: Hyperscale earnings show more growth acceleration with new entrants executing to support neoclouds

November 2, 2026
Philbert Shih

The past week saw earnings season move into full swing and the hyperscale category went first. AWS, ...

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MI: India sees neocloud builds accelerating

October 30, 2026
Philbert Shih

The past week saw meaningful activity in India as neoclouds start to expand and stand up infrastruct...

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MI: Hyperscale cloud CapEx trends remain in motion

October 30, 2026
Philbert Shih

Hyperscale cloud CapEx continues to drive demand through the infrastructure ecosystem. ...

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MI: Hyperscale cloud earnings showed more recurring themes

October 30, 2026
Philbert Shih

The recent month saw earnings season kick off and we took a look at the results coming from Oracle, ...

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MI: Akamai, Megaport winning large cloud infrastructure deals

October 30, 2026
Philbert Shih

Webscale providers like Akamai and Megaport, which we now classify as neoclouds, continue to win sig...

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Amazon reports 3Q26 results; flywheel effect driving growth in both core and AI

October 29, 2026
Philbert Shih

Amazon reported its 3Q26 results, which included details for the AWS cloud business. The pace of gro...

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Tata Communications to invest up to $450m in India fibre network

October 29, 2026
Swapna Subramani

Tata Communications will spend US$400-450m over 3-5 years on a 10,000km inter-city fibre network lin...

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SWI launches AI cloud business with 30MW Cambridge, UK deployment planned for 2027

October 29, 2026
Ainsley Woods

SWI Group launched SWI Compute, an AI cloud infrastructure business that plans to bring an initial 3...

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Microsoft reports 1QFY27 results; more growth acceleration amid operating improvements

October 28, 2026
Philbert Shih

Microsoft reported its 1QFY27 (3QCY26) results, which included data points and perspective on the Az...

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Google reports 3Q26 results; more growth acceleration as silicon increases contributions

October 28, 2026
Philbert Shih

Google’s parent company Alphabet reported its 3Q26 results, which included details about the G...

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