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... Read more...
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... Read more...
American Tower reports 2Q25 results; steady growth in data centre segment August 20, 2025 Vivian Kong American Tower reported its 2Q25 results, which included data points and KPIs around the CoreSite da... Read more...
Digital Realty and Oracle expand collaboration to accelerate hybrid IT and AI adoption August 20, 2025 Swapna Subramani Digital Realty partnered with Oracle to integrate Oracle Cloud Solution Centers into its global data... Read more...
InfraRed Capital Partners acquires Rogers data centre colocation portfolio August 19, 2025 Philbert Shih InfraRed Capital Partners, part of Canadian financial services firm Sun Life, confirmed that it ente... Read more...
Cloudflare reports 2Q25 results; large customer and Workers compute momentum, acceleration August 18, 2025 Philbert Shih Cloudflare reported its 2Q25 results, which saw a continuation of healthy trends and some re-acceler... Read more...
WSS: Earnings season reveals health of webscale, neocloud and managed infrastructure segments as demand permeates ecosystem August 18, 2025 Philbert Shih Another week saw the peak of earnings season as a significant cross-section of the cloud and manage... Read more...
365 Data Centers expands partnership with Megaport August 15, 2025 Vivian Kong 365 Data Centers expanded its partnership with Megaport, adding PoPs at several 365 facilities acros... Read more...
Zayo Europe ups stake in UK-Ireland subsea cable August 15, 2025 Sacha Kavanagh Zayo Europe, which became an independent company last summer, acquired the 50% stake it didn’t alr... Read more...
Digital Connexion launches NVIDIA DGX-ready data centre in Chennai August 13, 2025 Swapna Subramani Digital Connexion has launched MAA10 in Chennai, India’s first data centre certified under NVIDIA�... Read more...
WSS: Data centre earnings reflect AI and hypercale cloud growth impact August 11, 2025 Philbert Shih A busy week saw reports from earnings season, more hyperscale CapEx increases and neocloud and AI i... Read more...
Digital Edge names new CEO for Japan market August 8, 2025 Philbert Shih Digital Edge named Ryosuke Yoshioka CEO of Digital Edge Japan. ... Read more...
