Archive for the ‘Cloud Infrastructure’ Category
2Q25 IB: Neoclouds continue to drive colocation leasing activity
There was more neocloud data centre leasing activity in the recent quarter. ...
Read more...2Q25 IB: Growth in the sector is about to get more uneven and unpredictable
The growth trajectory of the sector has long been steady, incremental and somewhat predictable. ...
Read more...2Q25 IB: New company formation signs of investor interest and long-term opportunity in hyperscale infrastructure
Read more...2Q25 IB: Hyperscale pullback debate continued, but still no solid evidence of overbuild situation or emerging bubble
Read more...2Q25 IB: Overflow capacity draw to clouds by OpEx, supply chain redundancy
There continue to be overflow capacity requirements on the hunt for GPU cloud infrastructure. ...
Read more...AWS launches Amazon Elastic VMware Service
AWS launched Amazon Elastic VMware Service into GA. ...
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