Analyst Notes

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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Core Scientific to scale Pecos, Texas campus to 1.5GW

May 11, 2026
Vivian Kong

Core Scientific disclosed plans to scale its Pecos, Texas campus to about 1.5GW of gross power or ap...

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CoreWeave reports 1Q26 results; more revenue growth, capacity acquisition amid diversifying customer base and consistently high demand

May 11, 2026
Philbert Shih

CoreWeave reported its 1Q26 results, which showed aggressive revenue growth that accelerated on a se...

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WSS: Earnings shows growth acceleration across hyperscale, webscale tiers; expansions in SEA, Middle East

May 11, 2026
Philbert Shih

Earnings season is in full swing and in the past week we took a closer look at the results coming fr...

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Amazon discloses customers, launches more products

May 8, 2026
Philbert Shih

AWS disclosed a number of new agreements with logo customers and released new product releases comin...

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Telehouse Europe promotes from within for new MD

May 8, 2026
Sacha Kavanagh

Telehouse promoted Mark Prestridge to MD of Telehouse Europe. ...

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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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Datadog releases new monitoring, observability features for GPU infrastructure, agents

May 7, 2026
Philbert Shih

Observability platform Datadog rolled out a new GPU monitoring service that is designed to provide f...

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Datadog running on AWS in UK data centre

May 7, 2026
Philbert Shih

Datadog, a provider of observability, monitoring and security for cloud-based applications, opened a...

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Meta breaks ground on $1b data centre in Tulsa, Oklahoma

May 7, 2026
Vivian Kong

Meta shared that the company has broken ground on its latest data centre just outside of Tulsa, Okla...

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Digital Realty to land interconnection platform in Indonesia in 2H26

May 7, 2026
Louise Seputra

Digital Realty confirmed plans to launch the ServiceFabric interconnection platform in its Indonesia...

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Princeton Digital Group acquires 240MW of powered land in Jakarta

May 7, 2026
Louise Seputra

Princeton Digital Group confirmed the acquisition of a new site in greater Jakarta for the JC4 ...

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