Archive for the ‘Hosting Infrastructure’ Category

DigitalOcean acquires Katanemo Labs; acqui-hire and value-add push for purpose-build cloud

April 8, 2026
Philbert Shih

DigitalOcean acquired AI research firm Katanemo Labs and its open source project Plano. ...

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OVHcloud acquires Dragon LLM; fine-tuning for specialized, verticalized AI models

April 7, 2026
Philbert Shih

OVHcloud acquired a French startup called Dragon LLM, which formerly went by the name Lingua Custodi...

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WSS: Large-scale hyperscale and neocloud deals driving more leasing as global expansion continues

April 6, 2026
Philbert Shih

AI infrastructure was again front and centre as large-scale build-outs continued to push forward. L...

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WSS: AI infrastructure demand, growth still pushing forward despite perceived challenges

March 30, 2026
Philbert Shih

The sector continues to push forward and the recent earnings season reflected the overall health of...

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WSS: Chinese hyperscaler earnings show compute surge is global; AI is the driver and providing uplift for traditional cloud

March 23, 2026
Philbert Shih

The sector hit the end of earnings season this past week as the Chinese hyperscalers reported result...

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WSS: Data centre segment continues strength of earnings season amid more AI deals and expansion activity

March 16, 2026
Philbert Shih

The tail end of a long earnings season is nearing and we took a closer look this past week at the re...

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4Q25 IB: Earnings season saw yet more growth acceleration across the ecosystem

March 13, 2026
Philbert Shih

The recent quarter continued the trend of revenue growth acceleration that has been developing since...

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4Q25 IB: Executive Summary

March 13, 2026
Philbert Shih

The last quarter of the year reflected some of the many dynamics in motion across the sector. Growth...

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Cloudways expands infrastructure footprint globally

March 12, 2026
Philbert Shih

Summary: Cloudways, a managed hosting and cloud provider that is part of DigitalOcean, expanded its ...

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WSS: Earnings seasons showing more growth acceleration, while leasing and expansion continues against backdrop of armed conflict in Middle East

March 9, 2026
Philbert Shih

The past few weeks have seen a number of companies from across the ecosystem report earnings. Last w...

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DigitalOcean reports 4Q25 results; growth acceleration driven by agentic AI, inferencing

March 3, 2026
Philbert Shih

DigitalOcean reported its 4Q25 results, which showed meaningful growth acceleration. ...

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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...

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