Author Archive

Apollo acquires Stream Data Centers

August 14, 2025
Philbert Shih

Apollo disclosed that funds it manages acquired a majority interest in Dallas-based Stream Data Cent...

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Zero Two acquires stake in Evolution Data Centers; partners with Warburg Pincus

August 14, 2025
Philbert Shih

Evolution Data Centers brought in Zero Two as new investors. ...

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GoDaddy reports 2Q25 results in line with recent trajectory

August 14, 2025
Philbert Shih

GoDaddy reported its 2Q25 results, which were in line with recent peformance levels. ...

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Akamai reports 2Q25 results; raw cloud infrastructure growth positioned to accelerate

August 13, 2025
Philbert Shih

Akamai reported its 2Q25 results, which included granular data points about cloud infrastructure rev...

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CoreWeave reports 2Q25 results; strong demand and aggressive growth increases guidance

August 12, 2025
Philbert Shih

CoreWeave reported its 2Q25 results, with top-line revenue growth exceeding expectations and crossin...

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DigitalOcean reports 2Q25 results; raises guidance in the face of steady growth trends

August 12, 2025
Philbert Shih

DigitalOcean reported its 2Q25 results, which showed more forward progress driven by its AI-oriented...

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Applied Digital reports 4QFY25, FY25 results; CoreWeave expands leases, cloud business looking at alternatives

August 11, 2025
Philbert Shih

Applied Digital reported its 4QFY25 and FY25 results, which ended May 31, 2025. The business continu...

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CoreWeave expands data centre capacity commitment with Applied Digital in North Dakota

August 11, 2025
Philbert Shih

Applied Digital confirmed that CoreWeave exercised a remaining lease option at its data centre campu...

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Rackspace reports 2Q25 results; revenue deceleration slowing as pipeline builds

August 11, 2025
Philbert Shih

Rackspace reported its 2Q25 results. Revenue attrition are starting to decline as Rackspace starts t...

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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...

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Digital Edge names new CEO for Japan market

August 8, 2025
Philbert Shih

Digital Edge named Ryosuke Yoshioka CEO of Digital Edge Japan. ...

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Equinix brings in C-level executive to oversee customer experience, revenue

August 8, 2025
Philbert Shih

Equinix named Shane Paladin EVP and chief customer and revenue officer. ...

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