Archive for the ‘Cloud Infrastructure’ Category

4Q25 IB: Large volume GPU and infrastructure deals continue driving growth

March 13, 2026
Philbert Shih

There were more large capacity deals in the recent quarter to support the build-out of AI-oriented i...

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4Q25 IB: Executive Summary

March 13, 2026
Philbert Shih

The last quarter of the year reflected some of the many dynamics in motion across the sector. Growth...

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Cloudways expands infrastructure footprint globally

March 12, 2026
Philbert Shih

Summary: Cloudways, a managed hosting and cloud provider that is part of DigitalOcean, expanded its ...

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Perplexity to use CoreWeave for inference workloads, fine-tuning

March 11, 2026
Philbert Shih

CoreWeave confirmed that AI platform Perplexity will run on its cloud infrastructure platform. ...

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Applied Digital offering notes to support data centre construction

March 11, 2026
Philbert Shih

Applied Digital confirmed it would offer $2.15b in senior secured notes due 2031 to support construc...

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Submer acquires telco GPUaaS provider Radian Arc; plots European data centres, makes moves in India

March 10, 2026
Philbert Shih

There have been a few developments at Barcelona-based Submer recently as it moves up the stack from ...

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Core Scientific reports 4Q25 results; more capacity coming online, expansion in Texas

March 10, 2026
Vivian Kong

Core Scientific reported its 4Q25 results, with notable data points on its growing high-density colo...

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US-Israel war on Iran; implications for data centres and AI infrastructure

March 10, 2026
Swapna Subramani

The US-Israel-Iran war has reached its 1-week threshold with no signs of de-escalation from either s...

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Equinix reports 4Q25 results; record bookings of $474m as AI workloads drive 60% of largest deals

March 9, 2026
Jabez Tan

Equinix reported its 4Q25 results, which reflected record bookings, accelerating MRR growth and stro...

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WSS: Earnings seasons showing more growth acceleration, while leasing and expansion continues against backdrop of armed conflict in Middle East

March 9, 2026
Philbert Shih

The past few weeks have seen a number of companies from across the ecosystem report earnings. Last w...

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Amazon, AWS make another significant investment in Spain; cloud, AI capacity, supply chain resources

March 4, 2026
Sacha Kavanagh

Amazon announced a €33.7b investment in Spain to expand cloud and AI infrastructure as well as bui...

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Tencent Cloud launches additional AZ in Frankfurt, Germany

March 4, 2026
Philbert Shih

Tencent Cloud launched a new availability zone in Frankfurt, Germany. ...

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