Posts Tagged ‘managed infrastructure’

Webscale, cloud, earnings, hyperscale, Europe, expansions, energy, M&A commentary

May 20, 2024
Philbert Shih

The week saw more from earnings season, hyperscale developments and activity around the market in I...

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Jim Kramer comes up with silly M&A scenarios for the CDN, edge space

May 16, 2024
Philbert Shih

Jim Cramer, the long-time CNBC TV personality of Mad Money fame, made some puzzling comments about A...

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DigitalOcean reports 1Q24 results; more stabilization, investments in long-term AI opportunity

May 15, 2024
Philbert Shih

DigitalOcean reported its 1Q24 results, which saw some sequential acceleration in growth, spurred by...

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Akamai reports 1Q24 results; delivery sluggishness, compute momentum signify larger directional shifts for business

May 13, 2024
Philbert Shih

Akamai reported its 1Q24 results, which saw more growth in security and compute, while delivery cont...

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Earnings, hyperscale, master-planned parks, AWS, Southeast Asia, Microsoft, GPUs, partnerships

May 13, 2024
Philbert Shih

It was another busy week across the sector. We have more from earnings season, while there were mas...

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RapidScale partners with Proficio for SOC-as-a-service

May 10, 2024
Philbert Shih

RapidScale, part of Cox Communications, rolled out a new security service in partnership with Profic...

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DoIT moves LLM to AWS cloud for AI startup

May 9, 2024
Philbert Shih

DoIT, a managed public cloud provider, migrated large-language models to the AWS cloud for AI startu...

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DaSTOR acquires data centre in Delaware

May 8, 2024
Philbert Shih

Colocation and managed infrastructure provider DaSTOR acquired a data centre in Delaware. ...

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Earnings, hyperscale, acceleration, GPUs, M&A, CapEx, expansions, global markets

May 6, 2024
Philbert Shih

It was another busy week across the sector. Earnings season kicked off and the hyperscale platforms...

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MI: More signs that enterprise transition to cloud, outsourcing is picking up pace

April 30, 2024
Philbert Shih

There continue to be signs across the board that enterprises are picking up the pace with their digi...

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MI: M&A transactions more oriented around capabilities than scale

April 30, 2024
Philbert Shih

The M&A landscape is still relatively quiet, compared to historical trends, but there were a num...

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MI: More verticalization of cloud and managed infrastructure services

April 30, 2024
Philbert Shih

Cloud and managed infrastructure providers continue to tailor their offerings for the unique needs a...

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