Posts Tagged ‘NeoCloud’

NEXTDC launches KL1 as its first international data centre in Malaysia

May 26, 2026
Jabez Tan

NEXTDC launched KL1 Kuala Lumpur, its first data centre outside Australia, marking the company’s e...

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CoreWeave secures $3.1b credit facility to support builds for two customers

May 26, 2026
Philbert Shih

CoreWeave closed a $3.1b delayed draw term credit facility that is secured by GPU assets. ...

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WSS: Earnings season shows growth across ecosystem as neoclouds continue to sign deals and procure data centre capacity

May 25, 2026
Philbert Shih

As the sector continues to mature, earnings season is becoming more comprehensive for the sector. ...

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1Q26 IB: CoreWeave customer concentration balancing out quickly

May 22, 2026
Philbert Shih

Customer concentration levels are down at CoreWeave and this signals a healthy diversification of it...

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1Q26 IB: Neocloud providers still adding self-build elements

May 22, 2026
Philbert Shih

Neocloud infrastructure providers are considering how to self-build data centres even as they primar...

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1Q26 IB: M&A used for market entry, expanding of data centre capabilities amid continued strong interest in hyperscale operating platforms

May 22, 2026
Philbert Shih

There was meaningful M&A activity in the past quarter and we have comprehensive summaries and a...

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1Q26 IB: AI infrastructure demand continues flowing through hyperscale and neoclouds

May 22, 2026
Philbert Shih

AI infrastructure demand continues to flow through hyperscale and neocloud infrastructure platforms ...

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1Q26 IB: Inferencing pushing demand levels up, enabling webscale tier

May 22, 2026
Philbert Shih

Inferencing gained significant momentum across the recent quarter across hyperscale, neocloud and we...

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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...

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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...

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Equinix reports 1Q26 results; strong sales activity as AI inferencing and agentic workloads drive broad-based demand

May 21, 2026
Jabez Tan

Equinix reported its 1Q26 results, which reflected continued broad-based demand, strong sales activi...

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IREN acquires Mirantis, adding more cloud capacity; partners with NVIDIA to expand further in Texas, Oklahoma

May 20, 2026
Philbert Shih

IREN, a neocloud and data centre operator, acquired Mirantis, an infrastructure management software ...

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