Archive for the ‘Managed Infrastructure’ Category

DigitalOcean reports 3Q26 results; more growth acceleration driven by AI workloads, AI-oriented infrastructure

November 3, 2026
Philbert Shih

DigitalOcean reported its 3Q26 results, which showed more growth acceleration for the fifth consecut...

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WSS: Hyperscale earnings show more growth acceleration with new entrants executing to support neoclouds

November 2, 2026
Philbert Shih

The past week saw earnings season move into full swing and the hyperscale category went first. AWS, ...

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MI: Akamai, Megaport winning large cloud infrastructure deals

October 30, 2026
Philbert Shih

Webscale providers like Akamai and Megaport, which we now classify as neoclouds, continue to win sig...

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WSS: Earnings season underway with Meta reporting more CapEx spending as neocloud execution comes into focus amid ongoing demand

October 26, 2026
Philbert Shih

Earnings season is about to get rolling and the hyperscalers are usually among the first to report. ...

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WSS: Neocloud expansion and leasing activity continues to push forward and expand on a global basis

October 19, 2026
Philbert Shih

We took a week off with the Monday summary to host the infra / STRUCTURE summit in las Vegas. We wil...

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Akamai Cloud seeing cloud infrastructure uptake, customer momentum

October 15, 2026
Philbert Shih

Akamai provided a quick update on customer momentum in cloud infrastructure. ...

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WSS: More cloud inferencing infrastructure momentum as geopolitics continues to shape landscape

October 5, 2026
Philbert Shih

The sector continues to see the frontier labs drive cloud infrastructure leasing. Just this past wee...

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Accenture Edge, AWS collaborate on managed cloud infrastructure; AI value-add

October 1, 2026
Philbert Shih

Accenture Edge and AWS partnered to launch a new program that will see the two collaborate to help m...

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WSS: More neocloud capital raising and new company formation as landscape continues to diversify

September 28, 2026
Philbert Shih

The past week saw more activity from the neocloud space, while new operating platforms continued to ...

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Opti9 acquires Hut 8 managed infrastructure, cloud customers

September 24, 2026
Philbert Shih

MSP Opti9 Technologies acquired the Canada-based traditional managed infrastructure and cloud busine...

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Rackspace rolls out VMware-base cloud infrastructure service

September 24, 2026
Philbert Shih

Rackspace rolled out Rackspace Cloud, a multi-tenant cloud infrastructure service enabled by Broadco...

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Goodman raises $455m for its Hong Kong data centre partnership, funding the HKG10 fit-out in Tsuen Wan

September 21, 2026
Jason Zhou

Goodman Group raised US$455m in equity from existing and new institutional investors for the Goodman...

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