Posts Tagged ‘cloud’

Google reports 4Q25 results; cloud growth acceleration, CapEx expansion

February 5, 2026
Philbert Shih

Summary: Google parent Alphabet reported its 4Q25 results, which showed significant levels of growth...

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India offers 20-year tax break to anchor data centres onshore

February 5, 2026
Swapna Subramani

India has announced a 20-year tax holiday for foreign firms that serve Indian users through locally ...

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Vantage Data Centers name new country director for Malaysia

February 5, 2026
Jabez Tan

Vantage Data Centers named Fitri Abdullah as its new MD for Malaysia, reporting directly to Jeremy D...

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Tencent Cloud planning to expand cloud infrastructure footprint in Middle East

February 4, 2026
Philbert Shih

Tencent executives were quoted on the record confirming that the Tencent Cloud business would build ...

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Perplexity to deploy on Azure; $750m cloud infrastructure deal

February 4, 2026
Philbert Shih

AI startup Perplexity is reported to have signed a significant Azure cloud infrastructure deal with ...

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WellSpan migrating IT infrastructure, data centres to AWS cloud

February 3, 2026
Philbert Shih

Pennsylvania-based healthcare provider WellSpan confirmed plans to migrate its entire IT infrastruct...

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DoIT acquires SELECT for data management capabilities

February 3, 2026
Philbert Shih

Managed public cloud provider DoIT acquired SELECT, based in Toronto, Canada. ...

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ByteDance planning CapEx increase in 2026; relatively modest jump

February 2, 2026
Philbert Shih

Media reports in APAC indicate ByteDance is set to increase its CapEx commitment in 2026. ...

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Corning to support Meta with $6b in fibre, cable and connectivity infrastructure

February 2, 2026
Philbert Shih

Corning and Meta confirmed a $6b agreement that will see Corning supply Meta with optical fibre, cab...

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Meta reports 4Q25 results; CapEx expected to climb further as AI build-out picks up pace

February 2, 2026
Philbert Shih

Meta reported its 4Q25 results, which included guidance for CapEx in 2026 and useful comments about ...

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Microsoft reports 2QFY26 results; more Azure growth, CapEx investments, with spin-off into traditional compute infrastructure

February 2, 2026
Philbert Shih

Microsoft reported its 2QFY26 (CY4Q25) results, which showed more growth for the Azure cloud infrast...

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WSS: More concerns around AI infrastructure build-out play out in investments, legal action; more leasing and builds

February 2, 2026
Philbert Shih

The past week saw more activity in the emerging neocloud space. NVIDIA made a $2b investment in Core...

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