Analyst Notes

Cloudflare suffers two outages caused by software, configuration issues

December 15, 2025
Philbert Shih

Cloudflare suffered two outages in the last several weeks. ...

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Hyperscale CEOs speak to the state of demand and supply amid skeptic concerns about bubble

December 15, 2025
Philbert Shih

There has been a lot of debate about whether AI is a bubble. We have published a report this week th...

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Rackspace moves Niterra EMEA to Google Cloud; shuts down on-premise data centres

December 15, 2025
Philbert Shih

Rackspace confirmed Niterra EMEA, part of Japan-based Niterra Group, as a managed public cloud custo...

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Akamai acquires Fermyon to enable functions at the edge

December 15, 2025
Philbert Shih

Akamai acquired serverless-based function-as-a-service provider Fermyon. ...

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AWS to invest $15b in northern Indiana for new data centre campuses

December 15, 2025
Vivian Kong

AWS confirmed plans to invest an additional $15b into Northern Indiana to build new data centre camp...

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Argo Infrastructure Partners increases stake in TierPoint; acquires Tek Park, expanding portfolio

December 15, 2025
Philbert Shih

Argo Infrastructure Partners increased its ownership in TierPoint by buying out a majority of the mi...

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InfraRed launches Qu Data Centres platform in Canada

December 15, 2025
Ainsley Woods

InfraRed Capital Partners launched Qu Data Centres, a Canadian data centre platform built around nin...

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Applied Digital leads $25m investment round in liquid cooling specialist Corintis

December 15, 2025
Philbert Shih

Applied Digital participated as the lead investor in a $25m funding round of Corintis, a Switzerland...

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WSS: More hyperscale earnings show accelerating growth amid more infrastructure expansion

December 15, 2025
Philbert Shih

An eventful earnings season wound down, but there were two more hyperscale platforms reporting in r...

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3Q25 IB: Energy and data centre operating world collaborating and converging

December 12, 2025
Philbert Shih

Data centre operators increasingly work in close collaboration with energy companies. ...

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3Q25 IB: Hyperscale end user world expanding as multi-MW consumer demographic grows

December 12, 2025
Philbert Shih

The hyperscale market has been an exclusive group, but there are signs that universe is starting to ...

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3Q25 IB: Earnings season showed more signs of growth acceleration across the ecosystem

December 12, 2025
Philbert Shih

The 3Q25 earnings period picked up on the momentum building in the preceding quarters and there are ...

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