1Q26 IB: Webscale cloud shows steady growth and acceleration May 22, 2026 Philbert Shih Webscale cloud providers had a strong quarter, and like the hyperscale category, showed consistent a... Read more...
1Q26 IB: Data centre colocation segment growing consistently May 22, 2026 Philbert Shih Data centre colocation segment growing consistently ... 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: Chinese hyperscalers also showed growth acceleration, to increase CapEx May 22, 2026 Philbert Shih Like the US hyperscalers, Alibaba Cloud showed continued growth acceleration in the recent quarter a... 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: Liquid cooling in planning stages mostly, but starting to go live May 22, 2026 Philbert Shih Liquid cooling environments are starting to come online. ... Read more...
