Archive for the ‘Managed Infrastructure’ Category

WSS: Earnings season shows flow through from hyperscale and AI growth as expansion activity shows no signs of slowing down

November 10, 2025
Philbert Shih

The sector had a busy week as earnings season is now in full swing. Last week, we took a look at th...

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Cloudflare integrates networking, security and performance capabilities with Oracle Cloud

November 6, 2025
Philbert Shih

Cloudflare integrated its connectivity, networking, security and performance optimization capabiliti...

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OVHcloud reports FY25 results; breaks €1b revenue mark

November 3, 2025
Sacha Kavanagh

OVHcloud reported its FY25 results. ...

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iomart Group issues 1HFY26 trading update; acquisition-led revenue growth, lower margins

November 3, 2025
Sacha Kavanagh

The UK’s iomart Group gave a trading update for the six months ended September 30, 2025 (1HFY26), ...

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WSS: Hyperscale earnings point to the reality of supply and demand imbalance as CapEx set to climb and neocloud expansion pushes forward

November 3, 2025
Philbert Shih

The sector had another busy week as earnings season kicked off with data centre bellwethers and hyp...

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WSS: Hyperscale, neocloud growth continues to drive infrastructure absorption; strategic M&A looking for global hyperscale data centre platforms

October 27, 2025
Philbert Shih

It was a busy week across the sector as hyperscale data centre and cloud infrastructure continues t...

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Pulsant refinances, extends debt facilities for future growth

October 22, 2025
Sacha Kavanagh

Pulsant completed a five-year refinancing and extension of its debt facilities. ...

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WSS: infra / STRUCTURE 2025 debates the future of hyperscale infrastructure, coming out with measured optimism and realism

October 20, 2025
Philbert Shih

We had a slower publishing schedule this past week due to the sixth annual infra / STRUCTURE summit...

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Canadian consortium comes together to serve federal government for cloud, data centres

October 14, 2025
Philbert Shih

A consortium of four Canadian infrastructure companies launched a sovereign cloud infrastructure ser...

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WSS: AI-oriented infrastructure continues to push forward; sector health, growth underpins M&A activity

October 13, 2025
Philbert Shih

The past week saw more neocloud activity as capital raising and expansion activity continues to pus...

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Future Standard acquires Post Road Group digital infrastructure practice

October 8, 2025
Philbert Shih

Alternative investment manager Future Standard confirmed plans to acquire the digital infrastructure...

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OVHcloud launches VMware Cloud Foundation cloud infrastructure service

October 8, 2025
Philbert Shih

OVHcloud rolled out VMware Cloud Foundation (VCF) as-a-Service, a multi-tenant cloud infrastructure ...

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