Posts Tagged ‘data centre’

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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RadiusDC to acquire phoenixNAP’s colocation business; more carrier hotel acquisitions

March 16, 2026
Vivian Kong

RadiusDC has agreed to acquire phoenixNAP’s colocation business including its flagship data centre...

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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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4Q25 IB: Hyperscale CapEx outlays still on the rise

March 13, 2026
Philbert Shih

Hyperscale CapEx outlays continue to accelerate and projections increased again moving into 2026. ...

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4Q25 IB: AI platforms seeing widespread uptake that is positively impacting infrastructure demand

March 13, 2026
Philbert Shih

AI platforms continue to show aggressive growth rates. ...

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4Q25 IB: Meta continues to build infrastructure aggressively

March 13, 2026
Philbert Shih

Meta continues to ramp up its CapEx spend and is developing data centre capacity at an aggressive pa...

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4Q25 IB: Demand and supply imbalance, RPO levels continue to persist

March 13, 2026
Philbert Shih

The fact that demand continues to outpace supply remains unchanged. ...

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4Q25 IB: Earnings season saw yet more growth acceleration across the ecosystem

March 13, 2026
Philbert Shih

The recent quarter continued the trend of revenue growth acceleration that has been developing since...

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4Q25 IB: Data centre delivery timelines still in the realm of unreasonable for some, but correction is coming

March 13, 2026
Philbert Shih

Not necessarily just in the past quarter, but we have increasingly seen data centre timelines and de...

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4Q25 IB: Major data centre builds come online and signal demand, scale of AI

March 13, 2026
Philbert Shih

The recent quarter saw a few major AI data centre projects come online. ...

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