Author Archive

Nscale acquires Anyscale; adding technology, managed services for full spectrum of AI development

August 12, 2026
Philbert Shih

Nscale acquired Anyscale, a software platform built on open source that helps end users build and sc...

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CoreWeave reports 2Q26 results; strong revenue growth set to accelerate with capacity and execution tracking

August 12, 2026
Philbert Shih

CoreWeave reported its 2Q26 results, which showed more aggressive top-line revenue growth, driven by...

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Fastly reports stable 2Q26 results

August 11, 2026
Philbert Shih

Fastly, a cloud infrastructure and CDN provider, reported its 2Q26 results. ...

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TeraWulf reports 2Q26 results; moving contracts to operational and lease-generating capacity

August 11, 2026
Philbert Shih

TeraWulf reported its 2Q26 results, which showed more data centre revenue growth coming from the dat...

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Cloudflare reports 2Q26 results; cloud infrastructure a driver behind growth acceleration, overall dynamics

August 10, 2026
Philbert Shih

Cloudflare reported its 2Q26 results, which showed more healthy growth trends as cloud infrastructur...

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DigitalOcean reports 2Q26 results; growth acceleration and flywheel effect building, footprint up to 155MW

August 10, 2026
Philbert Shih

DigitalOcean reported its 2Q26 results, which showed more revenue growth acceleration as DigitalOcea...

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Akamai reports 2Q26 results; cloud growth set to accelerate after more momentum in large cloud deal wins

August 10, 2026
Philbert Shih

Akamai reported its 2Q26 results, which included a break-out for the cloud infrastructure business. ...

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WSS: Earnings seasons shows growth acceleration across the board as CoreWeave moves global expansion to APAC in pursuit of land and energy in a constrained environment

August 10, 2026
Philbert Shih

It was a busy week across the sector as earnings season was in full swing. The US-based hyperscalers...

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AIP consortium completes acquisition of Aligned Data Centers

August 7, 2026
Philbert Shih

AIP, the consortium that brings together BlackRock, Global Infrastructure Partners (GIP, a part of B...

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Applied Digital reports FY4Q26 results; executing on Polaris Forge 1 bringing in revenue as leasing gains significant momentum

August 6, 2026
Philbert Shih

Applied Digital reported its FY4Q26 results, which showed significant revenue growth as the CoreWeav...

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CyrusOne elevates company veteran to CEO

August 5, 2026
Philbert Shih

CyrusOne elevated president John Hatem to CEO, replacing Eric Schwartz, who stepped down as CEO afte...

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Galaxy Digital acquires land for second data centre campus in Texas

August 5, 2026
Philbert Shih

Galaxy Digital confirmed the acquisition of 500 acres in McGregor, McLennan County, Texas within th...

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