Archive for the ‘Cloud Infrastructure’ Category

Rackspace reports 4Q25 results; shifting away from infrastructure to more DevOps-oriented and engineering posture

March 2, 2026
Philbert Shih

Rackspace reported its 4Q25 results, which was relatively even compared to the previous quarter, but...

Read more...

WSS: Growth acceleration continues across ecosystem as AMD looks to build out delivery channel

March 2, 2026
Philbert Shih

The past week saw earnings season continue, with results coming from the neocloud, webscale and man...

Read more...

MI: OpenAI, Anthropic continue to show unprecedented growth rates

February 27, 2026
Philbert Shih

There were reports in the past month that revealed data points about the unprecedented pace of growt...

Read more...

MI: Neoclouds using colocation, hyperscalers overflowing to neoclouds in pursuit of GPU capacity

February 27, 2026
Philbert Shih

Neoclouds and hyperscalers continue to search for capacity to house GPU infrastructure. In the past ...

Read more...

MI: M&A activity reflects strategic shifts to AI

February 27, 2026
Philbert Shih

The past month saw notable M&A activity that reflects the strategic moves both operators and ve...

Read more...

MI: Webscale cloud providers show revenue growth acceleration

February 27, 2026
Philbert Shih

The hyperscalers saw cloud infrastructure growth accelerate in the recent quarterly reporting period...

Read more...

MI: Hyperscalers kick off earnings season and see cloud infrastructure growth acceleration as other KPIs underscore momentum

February 27, 2026
Philbert Shih

The past month saw the start of earnings season and the hyperscalers, as always, got the ball rollin...

Read more...

Ooredoo-Oracle advance sovereign AI cloud in Qatar with Oracle Alloy

February 26, 2026
Swapna Subramani

Ooredoo and Oracle confirmed expansion of a partnership and collaboration to deliver sovereign AI an...

Read more...

Oracle Database@AWS goes live in Canada, Australia

February 25, 2026
Philbert Shih

Oracle confirmed Oracle Database@AWS is now available in two additional AWS cloud regions: one in Ca...

Read more...

AMD partners with Meta and backstops Crusoe; pushing go-to market for AI

February 25, 2026
Philbert Shih

AMD is pushing forward and trying to build out market share through hyperscale customers and a young...

Read more...

India shares blueprint, initiatives for AI development at AI Impact Summit 2026

February 25, 2026
Swapna Subramani

The India AI Impact Summit 2026 was hosted February 16-20 in New Delhi. Prime Minister Modi inaugura...

Read more...

Adani commits $100b to build India’s sovereign AI infrastructure

February 25, 2026
Swapna Subramani

Adani Group committed $100b to develop renewable-powered, hyperscale and AI-ready data centres and a...

Read more...