Posts Tagged ‘Webscale’

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: Webscale cloud shows steady growth and acceleration

May 22, 2026
Philbert Shih

Webscale cloud providers had a strong quarter, and like the hyperscale category, showed consistent a...

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Fastly reports 1Q26 results; raises guidance amid ongoing momentum

May 11, 2026
Philbert Shih

Fastly, a CDN and cloud infrastructure provider, reported its 1Q26 results. ...

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DigitalOcean launches Inference Engine for cost control, efficiency

May 8, 2026
Philbert Shih

DigitalOcean launched Inference Engine, a new capability that helps end users run and find the optim...

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OVHcloud acquires Dragon LLM; fine-tuning for specialized, verticalized AI models

April 7, 2026
Philbert Shih

OVHcloud acquired a French startup called Dragon LLM, which formerly went by the name Lingua Custodi...

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MI: More from earnings season show cloud computing growth acceleration is global and across the board

March 31, 2026
Philbert Shih

Earnings seasons spans over two months and we had a number of companies report in the recent month. ...

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4Q25 IB: Demand and supply imbalance, RPO levels continue to persist

March 13, 2026
Philbert Shih

The fact that demand continues to outpace supply remains unchanged. ...

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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: AI Inferencing driving demand for webscale cloud infrastructure

March 13, 2026
Philbert Shih

Demand for infrastructure to support AI inferencing workloads was a meaningful driver of webscale cl...

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Applied Digital offering notes to support data centre construction

March 11, 2026
Philbert Shih

Applied Digital confirmed it would offer $2.15b in senior secured notes due 2031 to support construc...

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MI: Webscale cloud providers show revenue growth acceleration

February 27, 2026
Philbert Shih

The hyperscalers saw cloud infrastructure growth accelerate in the recent quarterly reporting period...

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OVHcloud to expand in Germany with new 3-AZ region in Berlin

December 9, 2025
Ainsley Woods

OVHcloud will launch a new 3-AZ cloud region in Berlin, its third in Europe after Paris and Milan. ...

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