Posts Tagged ‘CapEx’

4Q23 IB: Hyperscale CapEx on the rise and driving TAM for data centres

March 22, 2024
Philbert Shih

Hyperscale CapEx continues to be on the rise after some retrenchment over the last year or so. ...

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MI: Hyperscalers set to spend more CapEx in 2024

February 29, 2024
Philbert Shih

The recent earnings season showed quite clearly that CapEx spend from hyperscalers will be on the ri...

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Meta reports 4Q23 results; includes CapEx projections, data centre and AI impact

February 12, 2024
Philbert Shih

Meta reported its 4Q23 results and disclosed data points and insights into its projected CapEx and h...

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Meta reports 1Q23 results; CapEx driven by AI initiatives and another wave could be coming

May 2, 2023
Philbert Shih

Meta reported its 1Q23 results and disclosed updated data points and insights about its CapEx projec...

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Hyperscale self-build temperature check; needle moving amid current environment

March 23, 2023
Philbert Shih

The hyperscale self-build continues to be a key driver behind the demand profile for wholesale coloc...

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Google CapEx shifting more to cloud infrastructure

March 8, 2023
Philbert Shih

Google executives provided a quick bit of insight on CapEx directional trends. ...

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OnApp integrates with HostBill; enabling Cloud Federation-based clouds

November 30, 2016
Philbert Shih

Cloud enablement platform OnApp and billing and customer management tool HostBill partnered. ...

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Google’s data centre expansion costing Alphabet

April 25, 2016
Sacha Kavanagh

In 1Q16, Alphabet’s capital expenditure stood at $2.4b. ...

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