Author Archive

3Q24 IB: Executive Summary

December 6, 2024
Philbert Shih

The recent quarter saw the sector build on the emerging stability reached in the last few quarters. ...

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Rackspace wins AdventHealth for private cloud, managed services and infrastructure

December 4, 2024
Philbert Shih

Rackspace disclosed AdventHealth as a new private cloud customer. ...

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Cloudflare expanding operations in Lisbon, Portugal

December 3, 2024
Philbert Shih

Cloudflare expanded its operations in Lisbon, Portugal. ...

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DigitalOcean releases GPU-based bare metal servers

December 3, 2024
Philbert Shih

DigitalOcean rolled out a new GPU-based bare metal infrastructure service. ...

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Cloudflare reports 3Q24 results; more consumption, compute driving to platform

December 2, 2024
Philbert Shih

Cloudflare reported its 3Q24 results, which showed more consistency as it continues to play a long-...

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GoDaddy reports consistent 3Q24 results

December 2, 2024
Philbert Shih

GoDaddy reported its 3Q24 results, which were consistent on a sequential basis. ...

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MI: Surge of development and investment activity in Bangkok, Taipei

November 29, 2024
Philbert Shih

The second tier of markets continues to emerge in APAC and the past few weeks saw a number of develo...

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MI: Rise in strategic activity coming out of Europe

November 29, 2024
Philbert Shih

For the second consecutive month, there was a steady volume of strategic activity across the sector....

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MI: Earnings season shows more steadiness and consistency across Internet infrastructure segments

November 29, 2024
Philbert Shih

The past month saw most of the sector report its 3Q24 results and the overall performance was steady...

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MI: Hyperscale CapEx continues to climb and widen TAM

November 29, 2024
Philbert Shih

The hyperscale CapEx numbers coming out of earnings season are good indicators for where the sector ...

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MI: JVs and partnerships scaling up to support pipeline of infrastructure demand

November 29, 2024
Philbert Shih

Large-scale partnerships and JVs are forming to provide the capital, resources and expertise necessa...

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MI: Data centre colocation leasing activity pushes forward

November 29, 2024
Philbert Shih

The past month saw more significant leasing activity. ...

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