WSS: Hyperscale earnings point to the reality of supply and demand imbalance as CapEx set to climb and neocloud expansion pushes forward November 3, 2025 Philbert Shih The sector had another busy week as earnings season kicked off with data centre bellwethers and hyp... Read more...
WSS: Hyperscale, neocloud growth continues to drive infrastructure absorption; strategic M&A looking for global hyperscale data centre platforms October 27, 2025 Philbert Shih It was a busy week across the sector as hyperscale data centre and cloud infrastructure continues t... Read more...
WSS: infra / STRUCTURE 2025 debates the future of hyperscale infrastructure, coming out with measured optimism and realism October 20, 2025 Philbert Shih We had a slower publishing schedule this past week due to the sixth annual infra / STRUCTURE summit... Read more...
Canadian consortium comes together to serve federal government for cloud, data centres October 14, 2025 Philbert Shih A consortium of four Canadian infrastructure companies launched a sovereign cloud infrastructure ser... Read more...
WSS: AI-oriented infrastructure continues to push forward; sector health, growth underpins M&A activity October 13, 2025 Philbert Shih The past week saw more neocloud activity as capital raising and expansion activity continues to pus... Read more...
DoiT expands collaboration with AWS; shares data points on uptake October 10, 2025 Philbert Shih Managed public cloud provider DoiT expanded its relationship with AWS around AI and shared data poin... Read more...
Future Standard acquires Post Road Group digital infrastructure practice October 8, 2025 Philbert Shih Alternative investment manager Future Standard confirmed plans to acquire the digital infrastructure... Read more...
Redcentric releases FY25 results as it prepares to divest data centre business October 7, 2025 Sacha Kavanagh The UK’s Redcentric released its results for the year ended March 31, 2025 (FY25) with modest grow... Read more...
WSS: Neocloud expansion moves to next level, taking up cloud and data centre colocation; cryptocurrency movement to sector in motion October 6, 2025 Philbert Shih The past week saw yet more activity around neocloud expansion. The neoclouds are aggressively buil... Read more...
MI: Shuffling in executive circles and CEO changes September 30, 2025 Philbert Shih There was significant movement in executive circles over the past month, with a number of CEO change... Read more...
WSS: AI infrastructure expansions in the UK point to global growth as overflow continues and more multi-MW consumers raise capital September 29, 2025 Philbert Shih Another busy week for the sector saw more investment and expansion activity in global markets for A... Read more...
WSS: AI growth driving hyperscale and neocloud demand a NVIDIA continues to seed delivery ecosystem September 22, 2025 Philbert Shih It was a busy week as demand for AI-oriented infrastructure drove consumption of hyperscale cloud a... Read more...
