Posts Tagged ‘China’

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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Huawei Cloud seeing slower cloud infrastructure growth

May 27, 2026
Philbert Shih

Huawei Cloud saw cloud infrastructure revenue growth slow in the past year and saw some mild attriti...

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ByteDance reported to be raising CapEx

May 25, 2026
Philbert Shih

Media reports indicate ByteDance will increase its CapEx this year to $30b. ...

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1Q26 IB: Chinese hyperscalers also showed growth acceleration, to increase CapEx

May 22, 2026
Philbert Shih

Like the US hyperscalers, Alibaba Cloud showed continued growth acceleration in the recent quarter a...

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Alibaba reports FY4Q26 results; AI uptake driving cloud infrastructure growth and spin-off into core cloud services

May 14, 2026
Philbert Shih

Alibaba reported its FY3Q26 (CY4Q25) results, which included details about the Alibaba Cloud busines...

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Tencent reports 1Q26 results; CapEx rising, but AI and cloud infrastructure to be prioritized in 2H26 with more investments

May 13, 2026
Philbert Shih

Tencent reported its 1Q26 results, which provided insights into the Tencent Cloud business and its o...

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VNET signs large-scale lease with ByteDance in China

April 16, 2026
Philbert Shih

Media outlets report that Chinese data centre operator VNET signed a data centre lease with ByteDanc...

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Alibaba reports FY3Q26 results; more growth acceleration for cloud, silicon development

March 19, 2026
Philbert Shih

Alibaba reported its FY3Q26 (CY4Q25) results, which included details about the Alibaba Cloud busines...

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Tencent Cloud reports 4Q25 results; demand profile healthy, building supply to meet it

March 18, 2026
Philbert Shih

Tencent reported its 4Q25 results, which included some insights on the trajectory of the cloud infra...

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Tencent Cloud launches additional AZ in Frankfurt, Germany

March 4, 2026
Philbert Shih

Tencent Cloud launched a new availability zone in Frankfurt, Germany. ...

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Tencent reports 3Q25 results; shares CapEx numbers, cloud growth

December 10, 2025
Philbert Shih

Tencent reported its 3Q25 results, which included an update on CapEx numbers and insights on the pac...

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Alibaba reports FY2Q26 results; more growth acceleration amid aggressive AI uptake

December 1, 2025
Philbert Shih

Alibaba reported its FY2Q26 (CY3Q25) results, which included more details about the Alibaba Cloud in...

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