Posts Tagged ‘cloud’

4Q23 IB: Sector trend lines playing out in unique patterns

March 22, 2024
Philbert Shih

Adoption and infrastructure trend lines are playing out along interesting patterns across the ecosys...

Read more...

4Q23 IB: Webscale providers adding GPU-based infrastructure to portfolios

March 22, 2024
Philbert Shih

Webscale providers are pushing hard into the GPU cloud hosting game as GPU-focused providers continu...

Read more...

4Q23 IB: NVIDIA hedging bets and building direct service delivery capabilities

March 22, 2024
Philbert Shih

NVIDIA is helping seed an ecosystem of independent service providers that will bring its GPUs to mar...

Read more...

4Q23 IB: Constraints intensifying and giving rise to master-planned data centre campus model

March 22, 2024
Philbert Shih

The sector continues to face growing constraints around the underlying building blocks of cloud and ...

Read more...

4Q23 IB: Managed public cloud benefitting from emerging AI tools

March 22, 2024
Philbert Shih

Managed public cloud providers are building out new offerings focused on the AI opportunity. ...

Read more...

4Q23 IB: Executive Summary

March 22, 2024
Philbert Shih

The sector took another step forward in the recent quarter as macroeconomic headwinds temper and con...

Read more...

Servecentric extends Dublin lease with Digital Realty

March 21, 2024
Sacha Kavanagh

Ireland’s Servecentric renewed and extended its lease at Digital Realty’s DUB10 facility in Dubl...

Read more...

Cloudflare enhances multi-cloud network management capabilities with Nefeli acquisition

March 20, 2024
Jim Davis

Cloudflare launched a new service for connecting multiple clouds called Magic Cloud Networking. The ...

Read more...

Gcore buys application security technology from StackPath

March 20, 2024
Jim Davis

Luxembourg-based cloud, CDN and edge company Gcore acquired technology from StackPath that will bols...

Read more...

Rackspace closes financial restructuring

March 19, 2024
Philbert Shih

Rackspace confirmed a new financial restructuring deal that will provide cash, reduce debt and inter...

Read more...

Logicworks builds, moves hearing aid technology company to Microsoft Azure

March 19, 2024
Philbert Shih

MSP Logicworks, now part of RapidScale, helped build and deploy infrastructure on Microsoft Azure fo...

Read more...

Microsoft moves to cancel egress moves for those leaving Azure

March 19, 2024
Philbert Shih

Microsoft confirmed that it will no longer charge egress fees when moving out of the Azure cloud to ...

Read more...