Posts Tagged ‘cloud’

WSS: Chinese hyperscaler earnings show compute surge is global; AI is the driver and providing uplift for traditional cloud

March 23, 2026
Philbert Shih

The sector hit the end of earnings season this past week as the Chinese hyperscalers reported result...

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Alibaba reports FY3Q26 results; more growth acceleration for cloud, silicon development

March 19, 2026
Philbert Shih

Alibaba reported its FY3Q26 (CY4Q25) results, which included details about the Alibaba Cloud busines...

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Atmosera acquires Hikru; expanding reach, scope on Microsoft services, infrastructure

March 19, 2026
Philbert Shih

Atmosera, a Microsoft-focused managed public cloud provider, acquired Hikru. ...

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Rackspace partners with Palanatir for managed infrastructure

March 19, 2026
Philbert Shih

Rackspace confirmed a partnership with Palantir Technologies. ...

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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...

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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...

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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...

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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...

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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...

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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....

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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 ...

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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...

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