Archive for the ‘Hosting Infrastructure’ Category

WSS: M&A, strategic moves and more new company formation mark the transition into the new year

January 12, 2026
Philbert Shih

The first week of the year is often about picking up from the slower last month of the previous year...

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Court Square Capital Partners, Pamlico invest in AVANT

January 8, 2026
Philbert Shih

IT services distributor AVANT closed more funding from private equity investors. ...

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WSS: More large-scale GPU deals along with webscale consumption as strategic developments continue

January 5, 2026
Philbert Shih

The last week of the year saw more developments that reflect the ongoing momentum in the sector. Flu...

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WSS: As bubble debates continues, more expansion, strategic activity and hyperscale leasing

December 29, 2025
Philbert Shih

The sector remains remarkably busy even as the year starts to wind down. We recently published a rep...

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WSS: More hyperscale earnings show accelerating growth amid more infrastructure expansion

December 15, 2025
Philbert Shih

An eventful earnings season wound down, but there were two more hyperscale platforms reporting in r...

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3Q25 IB: Earnings season showed more signs of growth acceleration across the ecosystem

December 12, 2025
Philbert Shih

The 3Q25 earnings period picked up on the momentum building in the preceding quarters and there are ...

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WSS: Tail end of earnings season sees more hyperscale growth as global expansion activity shows no signs of slowing down

December 8, 2025
Philbert Shih

Things have picked up pace again as the US Thanksgiving holiday came to a close and we enter the st...

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WSS: More large cloud and data centre deals to build AI infrastructure personify the state of demand and the acceleration in sector growth

December 1, 2025
Philbert Shih

It was a slower week with the US Thanksgiving holiday and we reduced our publishing. But there were...

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MI: Revenue growth acceleration kicking in across ecosystem

November 28, 2025
Philbert Shih

Earnings season revealed that revenue growth acceleration is coming from all corners of the ecosyste...

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WSS: More growth acceleration from earnings season as neocloud performs well; M&A driving more entries into compute space and self-building expanding

November 24, 2025
Philbert Shih

Another busy week saw more reports from earnings season that point to steady and even accelerating ...

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Megaport acquires Latitude.sh; adding compute to connectivity to capture more of value chain

November 17, 2025
Philbert Shih

Megaport, a NaaS provider based in Melbourne, Australia, entered into a definitive agreement to acqu...

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Cloudflare reports 3Q25 results; growth acceleration amid a convergence of tailwinds

November 17, 2025
Philbert Shih

Cloudflare reported its 3Q25 results, which showed growth rate acceleration as both add-on service a...

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