Posts Tagged ‘cloud’

1Q26 IB: War in the Middle East and geopolitics to impact sector at various levels

May 22, 2026
Philbert Shih

The war in the Middle East is currently, and will continue to have, significant ramifications for th...

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1Q26 IB: US hyperscale big four see significant cloud revenue growth acceleration

May 22, 2026
Philbert Shih

The US hyperscale cloud segment saw the pace of revenue growth acceleration pick up further in the r...

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1Q26 IB: AI infrastructure demand continues flowing through hyperscale and neoclouds

May 22, 2026
Philbert Shih

AI infrastructure demand continues to flow through hyperscale and neocloud infrastructure platforms ...

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1Q26 IB: Inferencing pushing demand levels up, enabling webscale tier

May 22, 2026
Philbert Shih

Inferencing gained significant momentum across the recent quarter across hyperscale, neocloud and we...

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1Q26 IB: AI models continue growing at aggressive pace

May 22, 2026
Philbert Shih

OpenAI and Anthropic continue to show aggressive growth rates. ...

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1Q26 IB: Webscale cloud shows steady growth and acceleration

May 22, 2026
Philbert Shih

Webscale cloud providers had a strong quarter, and like the hyperscale category, showed consistent a...

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1Q26 IB: Pricing for GPUs moving in the other direction

May 22, 2026
Philbert Shih

There were multiple reports in the recent quarter from webscale and hyperscale providers about emerg...

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1Q26 IB: Chinese hyperscalers also showed growth acceleration, to increase CapEx

May 22, 2026
Philbert Shih

Like the US hyperscalers, Alibaba Cloud showed continued growth acceleration in the recent quarter a...

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1Q26 IB: Service provider delivery channel gaining more support from suppliers

May 22, 2026
Philbert Shih

AMD continues to build out its service delivery ecosystem and like NVIDIA, is focused on infrastruct...

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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...

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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...

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IREN acquires Mirantis, adding more cloud capacity; partners with NVIDIA to expand further in Texas, Oklahoma

May 20, 2026
Philbert Shih

IREN, a neocloud and data centre operator, acquired Mirantis, an infrastructure management software ...

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