Archive for the ‘Hosting Infrastructure’ Category

WSS: Early returns from earnings season confirm hyperscale growth trajectory and patterns, while opening door to market inefficiencies

February 17, 2025
Philbert Shih

It was a busy week as we push into the the heart of earnings season and navigate public holidays in...

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Redcentric CFO to depart

February 14, 2025
Sacha Kavanagh

Redcentric’s CFO and executive director David Senior announced that he will step down. ...

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WSS: More misguided sentiment around where the sector is headed as earnings season kicks off with solid results so far

February 10, 2025
Philbert Shih

Another busy week followed the collective freak-out over Chinese startup DeepSeek releasing a new ...

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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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