Author Archive

Quantica Infrastructure sells data centre asset in Texas

November 4, 2026
Philbert Shih

Quantica Infrastructure recently confirmed the sale of a data centre campus in Texas. ...

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CPP Investments invests $1.75b in EdgeConneX alongside lead investor EQT

November 3, 2026
Philbert Shih

CPP Investments confirmed an investment of US$1.75b alongside EQT in global data centre operator Edg...

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DigitalOcean reports 3Q26 results; more growth acceleration driven by AI workloads, AI-oriented infrastructure

November 3, 2026
Philbert Shih

DigitalOcean reported its 3Q26 results, which showed more growth acceleration for the fifth consecut...

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WSS: Hyperscale earnings show more growth acceleration with new entrants executing to support neoclouds

November 2, 2026
Philbert Shih

The past week saw earnings season move into full swing and the hyperscale category went first. AWS, ...

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MI: India sees neocloud builds accelerating

October 30, 2026
Philbert Shih

The past week saw meaningful activity in India as neoclouds start to expand and stand up infrastruct...

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MI: Execution increasingly visible among new data centre entrants

October 30, 2026
Philbert Shih

The recent month, with the start of earnings season, saw more evidence of execution and delivery of ...

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MI: Hyperscale cloud CapEx trends remain in motion

October 30, 2026
Philbert Shih

Hyperscale cloud CapEx continues to drive demand through the infrastructure ecosystem. ...

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MI: Hyperscale cloud earnings showed more recurring themes

October 30, 2026
Philbert Shih

The recent month saw earnings season kick off and we took a look at the results coming from Oracle, ...

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MI: Akamai, Megaport winning large cloud infrastructure deals

October 30, 2026
Philbert Shih

Webscale providers like Akamai and Megaport, which we now classify as neoclouds, continue to win sig...

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Amazon reports 3Q26 results; flywheel effect driving growth in both core and AI

October 29, 2026
Philbert Shih

Amazon reported its 3Q26 results, which included details for the AWS cloud business. The pace of gro...

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Microsoft reports 1QFY27 results; more growth acceleration amid operating improvements

October 28, 2026
Philbert Shih

Microsoft reported its 1QFY27 (3QCY26) results, which included data points and perspective on the Az...

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Google reports 3Q26 results; more growth acceleration as silicon increases contributions

October 28, 2026
Philbert Shih

Google’s parent company Alphabet reported its 3Q26 results, which included details about the G...

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