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 ... Read more...
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... Read more...
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... Read more...
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... Read more...
Orange to contribute France data centres to new platform, JV with Morrison August 11, 2026 Sacha Kavanagh Orange is planning a 50:50 JV with global infrastructure investor Morrison to create a French data c... Read more...
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... Read more...
WSS: Hyperscale growth acceleration building as hunt for capacity continues to intensify August 3, 2026 Philbert Shih The past week saw earnings season pick up pace and we took a closer look at the results coming from ... Read more...
WSS: Earnings season kicks off with growth acceleration as hyperscale and AI infrastructure demand continues to drive global data centre expansion July 27, 2026 Philbert Shih The past week saw the beginning of what promises to be a long but revealing earnings season. Google ... Read more...
WSS: More clues to question of next hyperscalers as sector sees more signs of growth acceleration in advance of earnings season July 20, 2026 Philbert Shih There has been a lot of activity over the last several weeks that offer hints for answering the ques... Read more...
Intesa Sanpaulo migrates from on-premise to Google Cloud regions in Turin, Milan July 16, 2026 Sacha Kavanagh Italian banking group Intesa Sanpaulo completed the migration of its core IT systems to Google Cloud... Read more...
Claranet acquires UK security-focused MSP Six Degrees July 16, 2026 Sacha Kavanagh The UK’s Claranet acquired UK-based MSP and managed infrastructure provider Six Degrees ... Read more...
WSS: Multi-faceted strategic activity as neocloud momentum continues to push forward, while SEA sees more momentum July 13, 2026 Philbert Shih The week saw a number of strategic developments, with Digital Realty engaged in M&A, and a few n... Read more...
