Posts Tagged ‘data centre’

WSS: Recurring themes coming out of earnings season extend across sector segments; AI uptake flowing through ecosystem

August 25, 2025
Philbert Shih

Earnings season has moved quickly with most of the sector having already reported. Last week, we lo...

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2Q25 IB: Executive Summary

August 22, 2025
Philbert Shih

The recent quarter saw the sector pick up from where it left off in the 1Q25 period. The larger deba...

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2Q25 IB: Uptake in AI tools, services flowing through ecosystem, driving existing customer growth and raw infrastructure migrations

August 22, 2025
Philbert Shih

AI tools and services are one of the main reasons why existing customer growth has been on the way u...

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2Q25 IB: Neoclouds continue to drive colocation leasing activity

August 22, 2025
Philbert Shih

There was more neocloud data centre leasing activity in the recent quarter. ...

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2Q25 IB: CoreWeave acquisition of Core Scientific could be idea for hyperscalers?

August 22, 2025
Philbert Shih

CoreWeave acquired data centre operator Core Scientific in the past quarter in deal valued at $9b. ...

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2Q25 IB: Growth in the sector is about to get more uneven and unpredictable

August 22, 2025
Philbert Shih

The growth trajectory of the sector has long been steady, incremental and somewhat predictable. ...

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2Q25 IB: Investors continue to acquire, support data centre operating platforms at unprecedented levels

August 22, 2025
Philbert Shih

Investor appetite for data centre operating platforms remains high and there was plenty of activity ...

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2Q25 IB: New company formation signs of investor interest and long-term opportunity in hyperscale infrastructure

August 22, 2025
Philbert Shih

The recent quarter saw an uptick in new company formation as investors continue to show strong inter...

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2Q25 IB: CapEx levels steady and on the rise

August 22, 2025
Philbert Shih

CapEx levels continue to rise and confirms the strong commitment hyperscalers have made to build out...

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2Q25 IB: Hyperscale pullback debate continued, but still no solid evidence of overbuild situation or emerging bubble

August 22, 2025
Philbert Shih

There were a number of developments in the last quarter around hyperscale pullbacks, but things seem...

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2Q25 IB: Overflow capacity draw to clouds by OpEx, supply chain redundancy

August 22, 2025
Philbert Shih

There continue to be overflow capacity requirements on the hunt for GPU cloud infrastructure. ...

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2Q25 IB: Earnings season performance levels driven by virtuous cycle around AI

August 22, 2025
Philbert Shih

The 2Q25 earnings season saw upticks in growth rates almost across the board. ...

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