Analyst Notes

Microsoft reports FY1Q25 results; steady growth for Azure (update)

November 4, 2024
Philbert Shih

Microsoft reported its FY1Q25 results, which included data points for the Azure cloud business under...

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Equinix reports 3Q24 results; increased focus on xScale business driven by AI workloads

November 4, 2024
Jabez Tan

Equinix reported its 3Q24 results, which reflected a greater emphasis on its xScale hyperscale data ...

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WSS: Early returns from earnings season, ongoing strategic activity speak to trajectory of sector

November 4, 2024
Philbert Shih

The stretch run to the end of the year is underway as earnings season for the third quarter of the ...

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Amazon reports 3Q24 results; keeping accelerated pace

November 1, 2024
Philbert Shih

Amazon reported its 3Q24 results, which included details on the AWS cloud infrastructure business. ...

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Microsoft reports FY1Q25 results; steady growth for Azure

November 1, 2024
Philbert Shih

Microsoft reported its FY1Q25 results, which included data points for the Azure cloud business under...

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Google reports 3Q24 results; raw cloud infrastructure growth

November 1, 2024
Philbert Shih

Google Cloud’s parent company Alphabet reported its 3Q24 results. ...

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MI: Hyperscalers pushing into nuclear more aggressively as sector faces reality of constraints, time-to-market challenges

October 31, 2024
Philbert Shih

The past month saw a flurry of activity on the nuclear energy side of the game, with a number of hyp...

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MI: More JV formation as hyperscale and AI requirements climb rapidly

October 31, 2024
Philbert Shih

There was more JV activity in the past month as hyperscale data centre projects require increasingly...

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MI: CoreWeave, Lambda, GPU clouds consuming more data centre colocation

October 31, 2024
Philbert Shih

CoreWeave and Lambda continue to take down data centre colocation capacity, providing more colour on...

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MI: Hyperscale investments validate growth potential and upside of emerging cloud markets

October 31, 2024
Philbert Shih

Summary: One of the recurring themes just this past month was the sheer volume of investments being ...

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MI: Cryptocurrency infrastructure operators showing growth in traditional Internet infrastructure

October 31, 2024
Philbert Shih

The competitive landscape has shifted rapidly over the last 12-18 months, with a number of cryptocur...

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MI: Strategic side of business intensifies amid positive outlook for hyperscale sector

October 31, 2024
Philbert Shih

The strategic side of the business continues to gain momentum. In the past month, there were a numbe...

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