Author Archive

3Q25 IB: Executive Summary

December 12, 2025
Philbert Shih

The past quarter picked up on trends that were building in 2Q25. Growth across the ecosystem is star...

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Oracle reports 2QFY26 results; cloud infrastructure growth acceleration driving more CapEx investments

December 11, 2025
Philbert Shih

Oracle reported its 2QFY26 results, which showed more cloud infrastructure growth acceleration. Orac...

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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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CoreWeave launches migration service; covering egress fees when moving from hyperscalers

December 10, 2025
Philbert Shih

CoreWeave rolled out a data migration service that will see it take on egress fees incurred by custo...

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RadiusDC acquires 55 Marietta in Atlanta; adds to connectivity-oriented data centre portfoflio

December 8, 2025
Philbert Shih

RadiusDC, backed by Blue Owl Capital, acquired the 55 Marietta Street carrier hotel in Atlanta, Geor...

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CoreWeave confirms no longer pursuing Core Scientific; continue leasing, self-building

December 8, 2025
Philbert Shih

A CoreWeave executive speaking on the record confirmed the company would not make a third attempt to...

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WSS: Tail end of earnings season sees more hyperscale growth as global expansion activity shows no signs of slowing down

December 8, 2025
Philbert Shih

Things have picked up pace again as the US Thanksgiving holiday came to a close and we enter the st...

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The age of fake data centres: the cult of edge

December 5, 2025
Philbert Shih

itting and listening at a recent industry event in Reston, VA, I was struck by one theme: people lov...

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Schwarz Group breaks ground on Germany campus

December 5, 2025
Philbert Shih

Schwarz Group broke ground on its previously disclosed campus in Lübbenau in eastern Germany. ...

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Crusoe launches cloud infrastructure service for AI inferencing

December 3, 2025
Philbert Shih

Crusoe launched Crusoe Managed Inference, a cloud infrastructure service that is tailored for AI inf...

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Samsung, SK and OpenAI collaborating on data centre development in South Korea

December 3, 2025
Philbert Shih

OpenAI signed a number of MoUs to explore hyperscale data centre development in South Korea. ...

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Anthropic commits to $30b of Microsoft Azure cloud services; NVIDIA, Microsoft invest in Anthropic

December 2, 2025
Philbert Shih

Anthropic, makers of the Claude AI chatbot, contracted to consume $30b of Azure cloud infrastructure...

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