Archive for the ‘Cloud Infrastructure’ Category

4Q23 IB: More shuffling in executive circles

March 22, 2024
Philbert Shih

There were a significant number of changes in senior leadership positions, particularly with CEO and...

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4Q23 IB: Webscale cloud providers adding PaaS for critical source of growth

March 22, 2024
Philbert Shih

Webscale and other independent cloud providers continue to push into PaaS. ...

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4Q23 IB: Providers continue selling to increasingly bigger customers

March 22, 2024
Philbert Shih

Infrastructure service providers continue to move up the food chain and are having success selling t...

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4Q23 IB: Managed public cloud getting more targeted

March 22, 2024
Philbert Shih

Managed public cloud offerings continue to evolve and become more targeted. ...

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4Q23 IB: CoreWeave, ByteDance’s TikTok consuming in multi-MW increments

March 22, 2024
Philbert Shih

CoreWeave and TikTok are leasing data centre colocation capacity in multi-MW increments. ...

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4Q23 IB: Oracle Cloud expands in Latin America

March 22, 2024
Philbert Shih

Oracle Cloud continued to expand its global infrastructure footprint, with a focus on Latin America ...

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4Q23 IB: Sector trend lines playing out in unique patterns

March 22, 2024
Philbert Shih

Adoption and infrastructure trend lines are playing out along interesting patterns across the ecosys...

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4Q23 IB: Webscale providers adding GPU-based infrastructure to portfolios

March 22, 2024
Philbert Shih

Webscale providers are pushing hard into the GPU cloud hosting game as GPU-focused providers continu...

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4Q23 IB: NVIDIA hedging bets and building direct service delivery capabilities

March 22, 2024
Philbert Shih

NVIDIA is helping seed an ecosystem of independent service providers that will bring its GPUs to mar...

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4Q23 IB: Constraints intensifying and giving rise to master-planned data centre campus model

March 22, 2024
Philbert Shih

The sector continues to face growing constraints around the underlying building blocks of cloud and ...

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4Q23 IB: Managed public cloud benefitting from emerging AI tools

March 22, 2024
Philbert Shih

Managed public cloud providers are building out new offerings focused on the AI opportunity. ...

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4Q23 IB: Executive Summary

March 22, 2024
Philbert Shih

The sector took another step forward in the recent quarter as macroeconomic headwinds temper and con...

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