Posts Tagged ‘edge’

Mistral AI acquires Koyeb for serverless platform; building compute infrastructure service

April 1, 2026
Philbert Shih

France’s Mistral AI confirmed a definitive agreement to acquire Koyeb, a Paris-based serverles...

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Crusoe adds modular data centres to portfolio; launches Crusoe Edge Zones

March 30, 2026
Philbert Shih

Crusoe launched Crusoe Spark, a proprietary modular data centre unit, and will use the infrastructur...

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WSS: AI infrastructure demand, growth still pushing forward despite perceived challenges

March 30, 2026
Philbert Shih

The sector continues to push forward and the recent earnings season reflected the overall health of...

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Duos Edge AI deploys second edge data centre in Amarillo, Texas

March 25, 2026
Vivian Kong

Duos Edge AI, a subsidiary of Duos Technologies Group, deployed its second edge data centre in Amari...

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WSS: Chinese hyperscaler earnings show compute surge is global; AI is the driver and providing uplift for traditional cloud

March 23, 2026
Philbert Shih

The sector hit the end of earnings season this past week as the Chinese hyperscalers reported result...

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Akamai acquires NVIDIA Blackwell inventory to support large customer win

March 16, 2026
Philbert Shih

kamai confirmed the acquisition of a significant volume of NVIDIA Blackwell GPU inventory to increas...

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WSS: Data centre segment continues strength of earnings season amid more AI deals and expansion activity

March 16, 2026
Philbert Shih

The tail end of a long earnings season is nearing and we took a closer look this past week at the re...

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4Q25 IB: Earnings season saw yet more growth acceleration across the ecosystem

March 13, 2026
Philbert Shih

The recent quarter continued the trend of revenue growth acceleration that has been developing since...

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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...

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American Tower reports 4Q25 results; steady growth in data centre business

March 9, 2026
Vivian Kong

American Tower reported its 4Q25 results, including data points and KPIs around the CoreSite data ce...

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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...

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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...

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