Middle East conflict hampers Gulf subsea cable build-out May 19, 2026 Swapna Subramani Alcatel Submarine Networks has declared force majeure on the 28k-mile Europe-to-Asia cable being ins... Read more...
DigitalOcean reports 1Q26 results; adds 60MW in capacity to support growth acceleration, demand signals May 18, 2026 Philbert Shih DigitalOcean reported its 1Q26 results, which showed material revenue growth acceleration, amid stro... Read more...
eStruxture wins CoreWeave for Calgary, Alberta data centre May 18, 2026 Philbert Shih Canadian data centre operator eStruxture confirmed CoreWeave as an anchor tenant in Calgary, Alberta... Read more...
Cloudflare reports 1Q26 results; workforce reduction driven by AI adoption amid healthy growth May 18, 2026 Philbert Shih Cloudflare reported its 1Q26 results, which showed more steady performance. The quarter was marked b... Read more...
WSS: Earnings season shows more growth momentum and CapEx commitments; additional indicators seen in vendor capacity increases, leasing May 18, 2026 Philbert Shih Earnings season is in full swing and we took a closer look at the results coming from across the ... Read more...
ChronoScale brings in Supermicro veteran as CEO May 15, 2026 Philbert Shih Neocloud ChronoScale, just spun out of Applied Digital into a standalone company listed on the Nasda... Read more...
du to land FIG cable in United Arab Emirates May 15, 2026 Swapna Subramani Ooredoo Group named UAE operator du as the landing partner for its Fibre in the Gulf (FIG) subsea ca... Read more...
Alibaba reports FY4Q26 results; AI uptake driving cloud infrastructure growth and spin-off into core cloud services May 14, 2026 Philbert Shih Alibaba reported its FY4Q26 (CY1Q26) results, which included details about the Alibaba Cloud busines... Read more...
CoreWeave Interconnect connects CoreWeave, Google Cloud for hybrid, distributed cloud architectures May 14, 2026 Philbert Shih CoreWeave partnered with Google Cloud to facilitate interoperability between the two cloud infrastru... Read more...
Corning boosting US optical connectivity, fibre production on back of NVIDIA commitment May 14, 2026 Sacha Kavanagh NVIDIA struck another manufacturing agreement, this time with Corning for optical connectivity solut... Read more...
Tencent reports 1Q26 results; CapEx rising, but AI and cloud infrastructure to be prioritized in 2H26 with more investments May 13, 2026 Philbert Shih Tencent reported its 1Q26 results, which provided insights into the Tencent Cloud business and its o... Read more...
Applied Digital completes spin-out of cloud arm ChronoScale May 13, 2026 Philbert Shih Applied Digital closed the transaction that spun out its cloud infrastructure business EKSO Bionics ... Read more...