Archive for the ‘Managed Infrastructure’ Category

WSS: Large-scale hyperscale and neocloud deals driving more leasing as global expansion continues

April 6, 2026
Philbert Shih

AI infrastructure was again front and centre as large-scale build-outs continued to push forward. L...

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WSS: AI infrastructure demand, growth still pushing forward despite perceived challenges

March 30, 2026
Philbert Shih

The sector continues to push forward and the recent earnings season reflected the overall health of...

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Scaleway launches cloud region in Milan

March 23, 2026
Ainsley Woods

Iliad Group-owned and France-based cloud infrastructure provider Scaleway has launched a new cloud r...

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Rackspace partners with Rubrik for UK-based sovereign cloud security service

March 23, 2026
Philbert Shih

Rackspace partnered with security and backup provider Rubrik to enable a UK sovereign cloud offering...

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WSS: Chinese hyperscaler earnings show compute surge is global; AI is the driver and providing uplift for traditional cloud

March 23, 2026
Philbert Shih

The sector hit the end of earnings season this past week as the Chinese hyperscalers reported result...

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Atmosera acquires Hikru; expanding reach, scope on Microsoft services, infrastructure

March 19, 2026
Philbert Shih

Atmosera, a Microsoft-focused managed public cloud provider, acquired Hikru. ...

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WSS: Data centre segment continues strength of earnings season amid more AI deals and expansion activity

March 16, 2026
Philbert Shih

The tail end of a long earnings season is nearing and we took a closer look this past week at the re...

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4Q25 IB: Demand and supply imbalance, RPO levels continue to persist

March 13, 2026
Philbert Shih

The fact that demand continues to outpace supply remains unchanged. ...

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4Q25 IB: Earnings season saw yet more growth acceleration across the ecosystem

March 13, 2026
Philbert Shih

The recent quarter continued the trend of revenue growth acceleration that has been developing since...

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4Q25 IB: AI Inferencing driving demand for webscale cloud infrastructure

March 13, 2026
Philbert Shih

Demand for infrastructure to support AI inferencing workloads was a meaningful driver of webscale cl...

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4Q25 IB: M&A activity saw uptick with hyperscale, technology and computing infrastructure deals

March 13, 2026
Philbert Shih

M&A activity has picked up pace in recent months. ...

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4Q25 IB: Large volume GPU and infrastructure deals continue driving growth

March 13, 2026
Philbert Shih

There were more large capacity deals in the recent quarter to support the build-out of AI-oriented i...

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