Author Archive

DigitalOcean reports 4Q23 and FY23 results; consistent performance as new CEO set to move business into next phase

March 6, 2024
Philbert Shih

DigitalOcean reported its 4Q23 and FY23 results, which reflected recent trends in the business. The ...

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Connectria sets up data centres in Singapore for IBM hosting

March 6, 2024
Philbert Shih

Connectria, a St. Louis-based managed public cloud and managed infrastructure provider with a focus ...

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AWS goes nuclear; acquires Talen Energy’s Cumulus Data nuclear-powered data centre campus in PA

March 5, 2024
Philbert Shih

Talen Energy confirmed the sale of its Cumulus Data data centre campus and assets in Berwick, PA to ...

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Summit acquires Deft; managed infrastructure consolidation

March 5, 2024
Philbert Shih

Summit acquired Deft, a Chicago-based managed public cloud and managed infrastructure provider. ...

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Vultr expands GPU footprint in Seattle area with Sabey Data Centers

March 5, 2024
Philbert Shih

Vultr confirmed an expansion of its data centre housed with Sabey Data Centers in the state of Washi...

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Earnings, S-1, cloud consumption, multi-cloud, CDN, AWS, edge nodes, Indonesia, monthly insights

March 4, 2024
Philbert Shih

It was another busy week across the sector, with more from earnings season, webscale cloud developm...

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DCI Indonesia moves into central Jakarta with E1 data centre; edge-hyperscale

March 1, 2024
Philbert Shih

DCI Indonesia brought online its first downtown Jakarta data centre. ...

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MI: Hyperscalers set to spend more CapEx in 2024

February 29, 2024
Philbert Shih

The recent earnings season showed quite clearly that CapEx spend from hyperscalers will be on the ri...

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MI: Managed public cloud still waiting for benefits of recent stabilization to kick in; time lag effect

February 29, 2024
Philbert Shih

Managed public cloud providers are still feeling the impact from the recent period of cloud optimiza...

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MI: Microsoft activity in Europe signals second wave of expansion, even as first wave continues

February 29, 2024
Philbert Shih

Europe emerged as the next major frontier for hyperscale expansion several years back and this phase...

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MI: GPU cloud providers raising capital to build infrastructure; supply and demand implications

February 29, 2024
Philbert Shih

GPU-oriented cloud providers continue to build out infrastructure to serve rapidly emerging AI deman...

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MI: Decentralization accelerating further as clouds look to extend reach

February 29, 2024
Philbert Shih

Webscale and hyperscale providers continue to decentralize and push out to edge locations. ...

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