Archive for the ‘Cloud Infrastructure’ Category

Meta answers shareholder questions around cloud computing capability; the answer was not a flat no

June 8, 2026
Philbert Shih

Meta held its annual meeting of shareholders recently and one of the questions around the possibilit...

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ByteDance considering significant increase in CapEx for 2026 and 2027

June 8, 2026
Philbert Shih

Credible reporting confirmed that ByteDance is strongly considering more than doubling its CapEx spe...

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Applied Digital signs another hyperscale data centre lease in North Dakota with existing customer

June 8, 2026
Philbert Shih

Applied Digital signed another significant data centre colocation lease with an existing investment-...

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WSS: Cryptocurrency firms continue transition to data centre colocation as demand profile remains strong in hyperscale, neocloud worlds

June 8, 2026
Philbert Shih

Earnings season has basically come to an end, but there were a few more companies that have now ente...

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Rackspace reports 1Q26 results; guidance reflects transition phase in business

June 5, 2026
Philbert Shih

Rackspace reported its 1Q26 results, which showed some mild uptick in growth as the business continu...

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G42, Cerebras initiative Condor Galaxy advances sovereign AI compute in India

June 5, 2026
Swapna Subramani

The UAE’s G42 and the Government of India formalised the commercial framework for Condor Galax...

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Core42 secures $550m from HSBC to fund global data centre expansion

June 5, 2026
Swapna Subramani

Core42, the G42-owned sovereign cloud and AI infrastructure company based in Abu Dhabi, UAE, secured...

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Core Scientific reports 1Q26 results; colocation business ramping as CoreWeave comes online

June 4, 2026
Philbert Shih

Core Scientific reported its 1Q26 results, which showed significant colocation revenue growth as the...

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Cloudflare partners with Anthropic to house Cloud-based agents on cloud

June 3, 2026
Philbert Shih

Cloudflare partnered with Anthropic to launch Cloudflare Environments for Claude Managed Agents. ...

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Cipher Digital reports 1Q26 results; signs third hyperscale lease, progressing on construction in west Texas

June 3, 2026
Philbert Shih

Cipher Digital reported its 1Q26 results and shared details about the data centre colocation busines...

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NTT DATA acquires Microsoft shop WinWire; managed public cloud quickly adding AI elements

June 3, 2026
Philbert Shih

NTT DATA acquired WinWire, a Santa Clara, California-based managed services and consulting provider ...

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Amazon commits over US$33b to Southeast Asia cloud and AI infrastructure build-out

June 3, 2026
Jason Zhou

Amazon disclosed plans to invest more than US$33b in cloud and AI infrastructure across Southeast th...

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