Posts Tagged ‘edge’

WSS: Oracle continues hyperscale cloud growth momentum as large-scale leasing continues and new operating groups form

June 22, 2026
Philbert Shih

A long earnings season has already come to a close, but different reporting cycles means Oracle rele...

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WSS: Hyperscale landscape still in motion as neoclouds and AI labs keep building, while CapEx investments, capital raising continue unabated

June 15, 2026
Philbert Shih

The past week saw significant activity in hyperscale leasing and development as demand continues to ...

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WSS: Cryptocurrency firms continue transition to data centre colocation as demand profile remains strong in hyperscale, neocloud worlds

June 8, 2026
Philbert Shih

Earnings season has basically come to an end, but there were a few more companies that have now ente...

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Cloudflare partners with Anthropic to house Claude-based agents on cloud

June 3, 2026
Philbert Shih

Cloudflare partnered with Anthropic to launch Cloudflare Environments for Claude Managed Agents. ...

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WSS: Large-scale cloud deals are moving into the webscale tier as the sector’s crosses the ecosystem

June 1, 2026
Philbert Shih

The sector had a somewhat slower week as there were public holidays in a number of countries. Earnin...

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MI: Webscale cloud providers seeing demand from inferencing translate into large-scale deals

May 29, 2026
Philbert Shih

he momentum seen in AI, and inferencing in particular, is creating demand that is translating into l...

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Lightpath to build fibre route between Columbus and Chicago

May 26, 2026
Vivian Kong

Fibre provider Lightpath secured a contract to build a long-haul fibre route between Columbus, Ohio ...

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WSS: Earnings season shows growth across ecosystem as neoclouds continue to sign deals and procure data centre capacity

May 25, 2026
Philbert Shih

As the sector continues to mature, earnings season is becoming more comprehensive for the sector. ...

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Akamai reports 1Q26 results; more raw cloud infrastructure growth and major $1.8b AI customer win

May 19, 2026
Philbert Shih

Akamai reported its 1Q26 results, which showed more cloud infrastructure growth, and a landmark fron...

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Cloudflare reports 1Q26 results; workforce reduction driven by AI adoption amid healthy growth

May 18, 2026
Philbert Shih

Cloudflare reported its 1Q26 results, which showed more steady performance. The quarter was marked b...

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WSS: Earnings season shows more growth momentum and CapEx commitments; additional indicators seen in vendor capacity increases, leasing

May 18, 2026
Philbert Shih

Earnings season is in full swing and we took a closer look at the results coming from across the ...

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365 Data Centers partners with Aphorio Carter to develop 200MW of AI data centres across multiple US markets; starting in Colorado, Kentucky

May 13, 2026
Vivian Kong

365 Data Centers and Aphorio Carter, the data centre segment of Carter Funds, formed a strategic par...

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