Archive for the ‘Hosting Infrastructure’ Category

CyberlinkASP acquires Fresh Managed IT

February 9, 2026
Philbert Shih

CyberlinkASP acquired Fresh Managed IT, a MSP and managed infrastructure provider serving the southe...

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WSS: Hyperscalers kick off earnings season and show more growth acceleration, raise CapEx commitments

February 9, 2026
Philbert Shih

Earnings season is now well underway as reporting for the last quarter of the previous calendar yea...

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WSS: More concerns around AI infrastructure build-out play out in investments, legal action; more leasing and builds

February 2, 2026
Philbert Shih

The past week saw more activity in the emerging neocloud space. NVIDIA made a $2b investment in Core...

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WSS: PTC saw various conversations around the state of demand and potential solutions to addressing constraints and imbalances

January 26, 2026
Philbert Shih

It was a somewhat slower week as the sector gathered in Hawaii for the annual PTC event. Originally ...

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WSS: NVIDIA and Meta developments point to current state of long-term hyperscale strategies

January 19, 2026
Philbert Shih

The sector is back in full swing and the week saw developments on the hyperscale infrastructure sid...

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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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