1Q26 IB: AI infrastructure demand continues flowing through hyperscale and neoclouds May 22, 2026 Philbert Shih AI infrastructure demand continues to flow through hyperscale and neocloud infrastructure platforms ... Read more...
1Q26 IB: Inferencing pushing demand levels up, enabling webscale tier May 22, 2026 Philbert Shih Inferencing gained significant momentum across the recent quarter across hyperscale, neocloud and we... Read more...
1Q26 IB: Pricing for GPUs moving in the other direction May 22, 2026 Philbert Shih There were multiple reports in the recent quarter from webscale and hyperscale providers about emerg... Read more...
1Q26 IB: Service provider delivery channel gaining more support from suppliers May 22, 2026 Philbert Shih AMD continues to build out its service delivery ecosystem and like NVIDIA, is focused on infrastruct... Read more...
1Q26 IB: Executive Summary May 22, 2026 Philbert Shih The first quarter of the year was a busy one and carried forward trends already in motion throughout... Read more...
Equinix reports 1Q26 results; strong sales activity as AI inferencing and agentic workloads drive broad-based demand May 21, 2026 Jabez Tan Equinix reported its 1Q26 results, which reflected continued broad-based demand, strong sales activi... Read more...
IREN acquires Mirantis, adding more cloud capacity; partners with NVIDIA to expand further in Texas, Oklahoma May 20, 2026 Philbert Shih IREN, a neocloud and data centre operator, acquired Mirantis, an infrastructure management software ... Read more...
Akamai reports 1Q26 results; more raw cloud infrastructure growth and major $1.8b AI customer win May 19, 2026 Philbert Shih Akamai reported its 1Q26 results, which showed more cloud infrastructure growth, and a landmark fron... 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...
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...
