WSS: AWS rolls out AI Zones, with Saudi Arabia and South Korea seeing initial deployments; national AI strategies push forward July 7, 2025 Philbert Shih The sector remained busy in global markets even as public holidays approach in various countries. A... Read more...
WSS: Constantly evolving demand profile for data centre colocation still moving in the right direction for sector June 30, 2025 Philbert Shih Another busy week brings us to the halfway point of the year and it has been an eventful six months... Read more...
MI: 37Signals use case an example of public cloud repatriation; not a sign of a wave to come, but about offsets, recalibration and hybrid June 27, 2025 Philbert Shih 37Signals, parent company of the popular project management SaaS tool Basecamp, has undertaken a mul... Read more...
MI: Webscale providers show steady performance; AI and other drivers could accelerate things June 27, 2025 Philbert Shih Webscale providers continues to push forward and showed steady and consistent performance levels dur... Read more...
WSS: The end of hyperscale has come and GPUs and AI are driving the shift in end user profile for data centre colocation June 23, 2025 Philbert Shih Another busy week saw more capital raising to support expansion activity as the profile of data cen... Read more...
WSS: Steady performance in webscale, managed infrastructure, while hyperscale set to accelerate amid strong demand signals, global expansion, investments June 16, 2025 Philbert Shih A busy week across the sector saw the tail end of earnings season, while there was again significan... Read more...
HostPapa acquires CloudBlue assets from Ingram Micro to enhance indirect go-to-market strategy; closes credit facility June 11, 2025 Philbert Shih Managed infrastructure and hosting provider HostPapa acquired the CloudBlue business from Ingram Mic... Read more...
GoDaddy reports 1Q25 results; growth rates hold steady June 9, 2025 Philbert Shih GoDaddy reported its 1Q25 results, which showed steady forward progress, with growth rates largely u... Read more...
Rackspace reports 1Q25 results; offsets and attrition remain focus of growth efforts June 9, 2025 Philbert Shih Rackspace reported its 1Q25 results, which showed more revenue attrition despite certain KPIs and tr... Read more...
DigitalOcean reports 1Q25 results; uptake in AI inferencing, large customer growth June 9, 2025 Philbert Shih DigitalOcean reported its 1Q25 results, which showed more incremental progress pushed by demand for ... Read more...
IONOS reports 1Q25 results; cloud continues growth June 9, 2025 Philbert Shih Germany-based IONOS Group, a SMB-oriented webscale cloud provider, reported its 1Q25 results. ... Read more...
WSS: Ecosystem companies provide more data points demonstrating sector health; Applied Digital gets anchor June 9, 2025 Philbert Shih The sector had another busy week as earnings season provided yet more data points supporting an opti... Read more...
