Analyst Notes

Brookfield plots $10b investment in Stockholm AI factory

June 10, 2025
Sacha Kavanagh

Brookfield Asset Management announced plans to invest up to $10b in a new AI data centre in Sweden. ...

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FLOW Digital Infrastructure hires CEO, expands management team

June 10, 2025
Philbert Shih

FLOW Digital Infrastructure, based in Singapore, named Sanjay Goel as the new CEO and expanded its m...

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GoDaddy reports 1Q25 results; growth rates hold steady

June 9, 2025
Philbert Shih

GoDaddy reported its 1Q25 results, which showed steady forward progress, with growth rates largely u...

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Rackspace reports 1Q25 results; offsets and attrition remain focus of growth efforts

June 9, 2025
Philbert Shih

Rackspace reported its 1Q25 results, which showed more revenue attrition despite certain KPIs and tr...

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AWS launches cloud region in Taiwan; US-oriented APAC hyperscale market

June 9, 2025
Philbert Shih

AWS launched a new cloud infrastructure region in Taiwan, bringing online three AZs. ...

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DigitalOcean reports 1Q25 results; uptake in AI inferencing, large customer growth

June 9, 2025
Philbert Shih

DigitalOcean reported its 1Q25 results, which showed more incremental progress pushed by demand for ...

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IONOS reports 1Q25 results; cloud continues growth

June 9, 2025
Philbert Shih

Germany-based IONOS Group, a SMB-oriented webscale cloud provider, reported its 1Q25 results. ...

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Tencent shares data points on cloud, AI demand and CapEx

June 9, 2025
Philbert Shih

Tencent reported its 1Q25 earnings, which included data points about its CapEx and the current state...

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GoTo Group completes migration to Tencent Cloud in Indonesia

June 9, 2025
Philbert Shih

GoTo Group completed its migration of infrastructure to Tencent Cloud in Jakarta, Indonesia. ...

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WSS: Ecosystem companies provide more data points demonstrating sector health; Applied Digital gets anchor

June 9, 2025
Philbert Shih

The sector had another busy week as earnings season provided yet more data points supporting an opti...

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1Q25 IB: Oracle Cloud growing aggressively behind multiple drivers

June 6, 2025
Philbert Shih

Oracle Cloud continues to grow aggressively at rates over 50% y/y. Why is this happening? ...

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1Q25 IB: Capital continues to pour into sector to support growth and expansion

June 6, 2025
Philbert Shih

The sector continues to see unprecedented levels of capital pour in to support growth and expansion ...

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