Rackspace reports 1Q26 results; guidance reflects transition phase in business June 5, 2026 Philbert Shih Rackspace reported its 1Q26 results, which showed some mild uptick in growth as the business continu... Read more...
NTT DATA acquires Microsoft shop WinWire; managed public cloud quickly adding AI elements June 3, 2026 Philbert Shih NTT DATA acquired WinWire, a Santa Clara, California-based managed services and consulting provider ... Read more...
WSS: Large-scale cloud deals are moving into the webscale tier as the sector’s crosses the ecosystem June 1, 2026 Philbert Shih The sector had a somewhat slower week as there were public holidays in a number of countries. Earnin... Read more...
Otava brings in new CEO May 28, 2026 Philbert Shih Managed infrastructure provider Otava named Donnie Gerault its new president and CEO, joining from L... Read more...
WSS: Earnings season shows growth across ecosystem as neoclouds continue to sign deals and procure data centre capacity May 25, 2026 Philbert Shih As the sector continues to mature, earnings season is becoming more comprehensive for the sector. ... Read more...
WSS: Earnings season shows more growth momentum and CapEx commitments; additional indicators seen in vendor capacity increases, leasing May 18, 2026 Philbert Shih Earnings season is in full swing and we took a closer look at the results coming from across the ... Read more...
WSS: Earnings shows growth acceleration across hyperscale, webscale tiers; expansions in SEA, Middle East May 11, 2026 Philbert Shih Earnings season is in full swing and in the past week we took a closer look at the results coming fr... Read more...
WSS: Hyperscalers lead off earnings season with cloud infrastructure growth accelerating as demand continues to be robust May 4, 2026 Philbert Shih A busy week saw the start of earnings season and the hyperscalers got things going. Oracle Cloud r... Read more...
WSS: Amazon continues to innovate amid aggressive growth; India sees uptick in development activity April 27, 2026 Philbert Shih A busy week saw a lot of activity around Amazon and the AWS cloud infrastructure platform. CEO Andy ... Read more...
Anthropic to invest $100m and build out partner network April 20, 2026 Philbert Shih Anthropic released plans to build a partner network of service providers that will help enterprises ... Read more...
WSS: Cryptocurrency infrastructure operators continue shifts to data centre sector as neocloud and hyperscale leasing shows no signs of slowing down April 20, 2026 Philbert Shih One of the recurring themes in the sector these days continues to be the transition of cryptocurrenc... Read more...
McKinsey, AWS launch partnership for cloud, AI transformation April 14, 2026 Philbert Shih Consultancy McKinsey and AWS launched the Amazon McKinsey Group (AMG). ... Read more...
