Posts Tagged ‘data centre’

MI: Earnings season saw broad-based cloud infrastructure growth acceleration, which flowed through the ecosystem

August 31, 2026
Philbert Shih

Earnings season was in full swing this August as the increasingly wide range of companies participat...

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WSS: More growth from cloud and hyperscale coming out of earnings as neocloud continues to push growth and expansion

August 31, 2026
Philbert Shih

Earnings season continued to move along and in the past week we looked at the results coming from a ...

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2Q26 IB: Hyperscale cloud infrastructure growth increasingly a function of available inventory

August 28, 2026
Philbert Shih

Hyperscale cloud and AI infrastructure growth is now increasingly a function of the ability to bring...

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2Q26 IB: ByteDance building regional serving hubs around Nordics, Brazil in LatAm

August 28, 2026
Philbert Shih

ByteDance recently opted against expansion of its data centre infrastructure in Dublin, Ireland as...

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2Q26 IB: Several changes in CEO seat at infrastructure companies

August 28, 2026
Philbert Shih

The quarter saw more movement in executive circles and there were a number of new CEOs brought on bo...

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2Q26 IB: Microsoft doubling down on APAC

August 28, 2026
Philbert Shih

Microsoft is doubling down on the APAC region, confirming plans to invest more in cloud and AI skill...

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2Q26 IB: New hyperscale data centre company formation continues to take place

August 28, 2026
Philbert Shih

The recent quarter saw yet more new data centre operating platforms come together. ...

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2Q26 IB: AWS, NVIDIA looking for ways to optimize and standardize data centre building process at scale

August 28, 2026
Philbert Shih

he recent quarter saw more innovation geared to accelerating and optimizing the process of building ...

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2Q26 IB: RPO backlog numbers coming with more transparency and detail

August 28, 2026
Philbert Shih

The RPO metric continues to be a measure of demand exceeding supply, which is continually being repo...

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2Q26 IB: Hyperscale CapEx investments still rising with demand and component pricing driving this up

August 28, 2026
Philbert Shih

Hyperscale CapEx continues to climb and the latest quarter did not see any changes in that trend lin...

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2Q26 IB: Flywheel effect continues to create tailwinds for hyperscale cloud growth and spin-off into traditional services

August 28, 2026
Philbert Shih

There continues to be a flywheel effect from AI-oriented cloud infrastructure services. ...

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2Q26 IB: Cloud computing deal sizes on the rise and being won by clouds in non-hyperscale tier

August 28, 2026
Philbert Shih

The past quarter saw a notable uptick in large-scale cloud infrastructure deal signings in the neocl...

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