Archive for the ‘Hosting Infrastructure’ Category

Management team changes at Rackspace; 4Q24 expected to be on track

February 3, 2025
Philbert Shih

Rackspace confirmed some changes to its senior management team. Brian Lillie, formerly of Equinix an...

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WSS: DeepSeek sparks overreaction, unwarranted fears of wider sector headwinds; will have more benefits than negatives

February 3, 2025
Philbert Shih

A busy week was dominated by Chinese startup DeepSeek releasing a new AI chatbot that is said to be...

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WSS: Launches, JVs and investments driven by demand and capital requirements for expansion, while geopolitics lurks in the background

January 27, 2025
Philbert Shih

An eventful week saw the sector gather at the PTC event in Hawaii, while there were various develop...

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WSS: Investments in Internet infrastructure spanning global markets, with both AI and hyperscale driving

January 20, 2025
Philbert Shih

With the annual PTC event kicking off this week, and a flurry of operating companies hosting SKOs, ...

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WSS: Chinese hyperscalers turning corner as public cloud sector prepares for AI push, while NVIDIA lurks as potential entrant

January 13, 2025
Philbert Shih

Things are starting to get rolling, but a number of developments coming out of late 2024 shaped our...

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IONOS reports nine-month results; consistent growth

January 8, 2025
Philbert Shih

Germany-based cloud provider IONOS reported its nine-month results for the period ending September 3...

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WSS: Fake data centres emerging, underscoring the importance of credible operating expertise, experience

January 6, 2025
Philbert Shih

A busy year has come to a close and 2025 promises to be as exciting a year as the sector has ever se...

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OMERS Private Equity acquires Integris

December 27, 2024
Philbert Shih

OMERS (Ontario Municipal Employees Retirement System) Private Equity acquired a majority stake in In...

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Sherweb acquires Ireland-based MicroWarehouse

December 18, 2024
Philbert Shih

Montreal-based Sherweb acquired MicroWarehouse, an IT distributor based in Dublin, Ireland. ...

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WSS: Crypto shift to cloud and colo continues, while energy constraints accelerate resources grabs

December 16, 2024
Philbert Shih

A busy year is drawing to a close and we continue to track the cryptocurrency infrastructure firms...

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Renovus Capital Partners acquires Performive

December 11, 2024
Philbert Shih

Renovus Capital Partners took a majority stake in managed infrastructure provider and MSP Performive...

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WSS: Earnings season and expansions indicators for sector health; legacy and next-gen dynamic continues to play out

December 9, 2024
Philbert Shih

We pick up our coverage after a break due to public holidays and there has no shortage of activity ...

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