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... Read more...
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... Read more...
WSS: Growth acceleration continues across ecosystem as AMD looks to build out delivery channel March 2, 2026 Philbert Shih The past week saw earnings season continue, with results coming from the neocloud, webscale and man... Read more...
MI: Hyperscale CapEx also going to fibre builds February 27, 2026 Philbert Shih Hyperscale CapEx investments are driving demand across the sector and the bulk of it is going to sil... Read more...
MI: Webscale cloud providers show revenue growth acceleration February 27, 2026 Philbert Shih The hyperscalers saw cloud infrastructure growth accelerate in the recent quarterly reporting period... Read more...
MediTerra rounds out Mediterranean platform with Barcelona plans, Sicily acquisition February 26, 2026 Sacha Kavanagh MediTerra Datacenters acquired a data centre in Sicily, Italy and confirmed its entry into the Barce... Read more...
Akamai reports 4Q25 results; growth acceleration in cloud infrastructure February 23, 2026 Philbert Shih Akamai reported its 4Q25 and FY25 results, which again showed healthy growth for the cloud infrastr... Read more...
WSS: Earnings season sees more revenue growth acceleration, with AI as a driver February 23, 2026 Philbert Shih Earnings season is moving along and there continue to be signs of more growth acceleration in cloud ... Read more...
Metrobloks closes latest funding round February 20, 2026 Philbert Shih Data centre operator Metrobloks confirmed closing its latest funding round led by Canopy Generations... Read more...
OADC acquires seven South Africa data centres in sale-leaseback deal with NTT DATA February 19, 2026 Sacha Kavanagh South Africa-based Open Access Data Centres confirmed it had acquired seven data centres in the coun... Read more...
Cloudflare reports 4Q25 results; accelerating growth driven by Workers uptake February 18, 2026 Philbert Shih Cloudflare reported its 4Q25 results, which showed more growth acceleration as uptake of the Workers... Read more...
Fastly reports 4Q25 results; more growth momentum February 17, 2026 Philbert Shih Fastly, a CDN and cloud infrastructure provider, reported its 4Q25 results. ... Read more...
