Posts Tagged ‘MSP’

DoIT shares data points on growth; M&A plans oriented to technology acquisition

May 7, 2025
Philbert Shih

Managed public cloud provider DoIT shared some data points about its growth and confirmed plans to e...

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WSS: Early returns from earnings season reveals more data points that show sector’s fundamentals intact amid worries around hyperscale pullbacks

May 5, 2025
Philbert Shih

The past week saw more chatter around the topic of hyperscale pullbacks just as earning season kick...

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WSS: Another hyperscaler pulling back sparks yet more discussion about sector demand; conversation shifting from fake to ghost data centres

April 28, 2025
Philbert Shih

The week saw yet more pullback activity from hyperscalers. This time reports indicate AWS is the la...

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Rackspace names new MD for APAC and Japan

April 24, 2025
Philbert Shih

Rackspace elevated Adhil Badat to the role of MD for APAC and Japan. ...

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TierPoint closes $500m of securitized financing

April 23, 2025
Vivian Kong

TierPoint closed on a new $500m asset-backed securities (ABS) issuance. ...

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WSS: More on hyperscale pullbacks and what it means as US global trade policy and its potential negative consequences looms

April 21, 2025
Philbert Shih

The past week saw yet more discussion and debate on the question of Microsoft’s recent pullba...

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Redcentric CEO designate steps down

April 18, 2025
Sacha Kavanagh

Redcentric’s executive director Brian Woodford, who was named as the company’s new CEO in Januar...

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WSS: CoreWeave goes public as AI infrastructure builds move forward, while investment and CapEx outlays continue to climb

April 7, 2025
Philbert Shih

The sector continues to see steady levels of activity across segments and geographies. Just over a...

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MI: Traditional legacy services continue decline and offsets are key to maintaining growth

March 31, 2025
Philbert Shih

Traditional and legacy services continue to decline as the sector shifts to next-generation offering...

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WSS: NVIDIA epitomizes optimistic side of the bull versus bear debate and the driving forces behind the marshalling of infrastructure resources

March 31, 2025
Philbert Shih

The sector continues to push forward amid multiple cross-currents. There are bearish opinions warni...

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WSS: Earnings season reveals diversity of infrastructure ecosystem as GPU clouds continue to take off

March 24, 2025
Philbert Shih

The sector continues to push forward as the NVIDIA GTC conference was held this past week, providin...

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WSS: CoreWeave set to go public and continues to build footprint as data centre operators raise capital to support it

March 17, 2025
Philbert Shih

AI continues to develop and the massive infrastructure needed to support it is being built out by h...

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