Archive for the ‘Edge’ Category

Adam Ecotech breaks ground on new data centre in Barcelona

December 3, 2025
Ainsley Woods

Spanish data centre operator Adam Ecotech broke ground on a new facility in the Parc de l’Alba...

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Edged breaks ground with new data centre in Chicago

December 1, 2025
Vivian Kong

Edged broke ground on its second data centre on the Edged Chicago campus in Aurora, Illinois. ...

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WSS: More large cloud and data centre deals to build AI infrastructure personify the state of demand and the acceleration in sector growth

December 1, 2025
Philbert Shih

It was a slower week with the US Thanksgiving holiday and we reduced our publishing. But there were...

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MI: Revenue growth acceleration kicking in across ecosystem

November 28, 2025
Philbert Shih

Earnings season revealed that revenue growth acceleration is coming from all corners of the ecosyste...

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MI: M&A driven by desire to add technology, capabilities and widen TAM, enhance value proposition

November 28, 2025
Philbert Shih

The past month saw strategic M&A activity that reflects a number of industry dynamics. ...

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WSS: More growth acceleration from earnings season as neocloud performs well; M&A driving more entries into compute space and self-building expanding

November 24, 2025
Philbert Shih

Another busy week saw more reports from earnings season that point to steady and even accelerating ...

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Cloudflare reports 3Q25 results; growth acceleration amid a convergence of tailwinds

November 17, 2025
Philbert Shih

Cloudflare reported its 3Q25 results, which showed growth rate acceleration as both add-on service a...

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WSS: Earnings shows more signs of growth acceleration as AI inferencing drives demand and strategic moves

November 17, 2025
Philbert Shih

A busy week saw earnings season in full swing and the results coming in from across the ecosystem s...

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Akamai reports 3Q25 results; cloud infrastructure growth, AI inferencing opportunity opening up

November 11, 2025
Philbert Shih

kamai reported its 3Q25 results, which saw the cloud infrastructure arm drive growth with new custom...

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Akamai releases Akamai Inference Cloud; taking delivery to cloud for AI

November 10, 2025
Philbert Shih

Akamai launched Akamai Inference Cloud and shared some quick data points about early interest in the...

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WSS: Earnings season shows flow through from hyperscale and AI growth as expansion activity shows no signs of slowing down

November 10, 2025
Philbert Shih

The sector had a busy week as earnings season is now in full swing. Last week, we took a look at th...

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Cloudflare integrates networking, security and performance capabilities with Oracle Cloud

November 6, 2025
Philbert Shih

Cloudflare integrated its connectivity, networking, security and performance optimization capabiliti...

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