Archive for the ‘Self-Build’ Category

WSS: More growth from cloud and hyperscale coming out of earnings as neocloud continues to push growth and expansion

August 31, 2026
Philbert Shih

Earnings season continued to move along and in the past week we looked at the results coming from a ...

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2Q26 IB: ByteDance building regional serving hubs around Nordics, Brazil in LatAm

August 28, 2026
Philbert Shih

ByteDance recently opted against expansion of its data centre infrastructure in Dublin, Ireland as...

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2Q26 IB: Corning boosts connectivity infrastructure production capacity amid hyperscale demand

August 28, 2026
Philbert Shih

The supporting ecosystem is also a good source for signals of infrastructure demand. ...

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2Q26 IB: Executive Summary

August 28, 2026
Philbert Shih

The recent quarter saw the sector push forward to another level as revenue growth continued to accel...

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Amazon to invest $6b for new campus in Louisiana

August 27, 2026
Vivian Kong

Amazon confirmed plans to invest $6b to develop a new data centre campus in Shreveport, Louisiana. ...

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Alibaba reports FY1Q27 results; cloud growth acceleration pushed by AI uptake

August 24, 2026
Philbert Shih

Alibaba reported its FY1Q27 (CY2Q26) results, which showed more meaningful cloud infrastructure grow...

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WSS: Earnings season sees more growth acceleration as crypto to colo segment pushes leasing momentum

August 24, 2026
Philbert Shih

Earnings season continued as the sector continues to push forward at an aggressive clip. Data centre...

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WSS: Neocloud earnings show growth acceleration, while crypto to colo segment gains more momentum as publicly listed company universe continues to expand

August 17, 2026
Philbert Shih

The sector continues to move at a rapid pace, with overall infrastructure growth accelerating and a...

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CoreWeave reports 2Q26 results; strong revenue growth set to accelerate with capacity and execution tracking

August 12, 2026
Philbert Shih

CoreWeave reported its 2Q26 results, which showed more aggressive top-line revenue growth, driven by...

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Microsoft opens fourth India cloud region in Hyderabad

August 11, 2026
Swapna Subramani

Microsoft launched India South Central, a new Azure cloud region in Hyderabad. ...

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WSS: Earnings seasons shows growth acceleration across the board as CoreWeave moves global expansion to APAC in pursuit of land and energy in a constrained environment

August 10, 2026
Philbert Shih

It was a busy week across the sector as earnings season was in full swing. The US-based hyperscalers...

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CoreWeave to deploy 360MW in Indonesia for first APAC infrastructure node; set to alter regional infrastructure dynamics in Southeast Asia

August 7, 2026
Louise Seputra

There are few data centre colocation providers in Indonesia with this level of capacity so the fiel...

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