Posts Tagged ‘hyperscale’

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: Hyperscale cloud infrastructure growth increasingly a function of available inventory

August 28, 2026
Philbert Shih

Hyperscale cloud and AI infrastructure growth is now increasingly a function of the ability to bring...

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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: Silicon diversification strategies intensify

August 28, 2026
Philbert Shih

The recent quarter saw hyperscalers intensify silicon diversification strategies. ...

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2Q26 IB: New hyperscale data centre company formation continues to take place

August 28, 2026
Philbert Shih

The recent quarter saw yet more new data centre operating platforms come together. ...

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2Q26 IB: AWS, NVIDIA looking for ways to optimize and standardize data centre building process at scale

August 28, 2026
Philbert Shih

he recent quarter saw more innovation geared to accelerating and optimizing the process of building ...

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2Q26 IB: RPO backlog numbers coming with more transparency and detail

August 28, 2026
Philbert Shih

The RPO metric continues to be a measure of demand exceeding supply, which is continually being repo...

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2Q26 IB: Hyperscale CapEx investments still rising with demand and component pricing driving this up

August 28, 2026
Philbert Shih

Hyperscale CapEx continues to climb and the latest quarter did not see any changes in that trend lin...

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2Q26 IB: Cloud computing deal sizes on the rise and being won by clouds in non-hyperscale tier

August 28, 2026
Philbert Shih

The past quarter saw a notable uptick in large-scale cloud infrastructure deal signings in the neocl...

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2Q26 IB: Crypto to colo segment executing and recognizing revenue

August 28, 2026
Philbert Shih

The recent quarter saw meaningful execution from the cypto turned colo segment that is now translati...

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2Q26 IB: SpaceXAI to be a cloud computing provider? Not likely

August 28, 2026
Philbert Shih

SpaceX signed three cloud infrastructure deals in the recent quarter as it unexpectedly, and perhap...

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2Q26 IB: Crypto to colo leasing activity continues to be on the rise

August 28, 2026
Philbert Shih

The recent quarter saw more hyperscale leasing from the crypto to colo segment. ...

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