Analyst NotesStructure Research | Cloud, Hosting & Data Centres

Analyst Notes

Former AWS executive talks about cloud spin-off benefits

August 3, 2020
Philbert Shih

Former AWS VP and senior engineer Tim Bray made some interesting public comments about the potential...

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Cognizant acquires New Signature; building Microsoft cloud practice

August 3, 2020
Philbert Shih

Cognizant acquired MSP New Signature to help build a new Microsoft cloud business unit. ...

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Amazon reports 2Q20 results amid pandemic impact on AWS (update)

August 3, 2020
Philbert Shih

Amazon reported its 2Q20 results and provided the usual disclosure for the AWS cloud business. Reven...

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Vantage enters UK with NGD acquisition

August 3, 2020
Sacha Kavanagh

Vantage Data Centers completed its previously announced acquisition of the UK’s Next Generation Da...

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Google Cloud beats out AWS, Azure for Deutsche Bank contract

August 3, 2020
Sacha Kavanagh

Google Cloud and Germany-based Deutsche Bank signed a letter of intent that is expected to result in...

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GDS forms joint venture with CPE Fund to build hyperscale data centre in Beijing

August 3, 2020
Jabez Tan

China’s GDS formed a joint venture with CPE Fund, a private equity fund controlled by CITIC Pr...

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India’s Yotta Infrastructure signs MoU for 200MW data centre campus in Chennai

August 3, 2020
Jabez Tan

India’s Yotta Infrastructure signed a memorandum of understanding (MoU) with the regional gove...

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Hyperscale, earnings, edge markets, IPO, M&A, APAC

August 3, 2020
Philbert Shih

It was another busy week as earnings season kicked off and all eyes have been on the public clouds....

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Lamda Hellix providing Azure Stack service in Greece

July 31, 2020
Sacha Kavanagh

Greek data centre operator Lamda Hellix launched Azure Stack services. ...

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Facebook’s buys stake in India’s Reliance Jio; Microsoft data centre partnership might benefit

July 31, 2020
Sacha Kavanagh

Facebook has made global headlines with the news that it is investing $5.7b for a 9.99% stake in Ind...

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Amazon reports 2Q20 results amid pandemic impact on public cloud

July 30, 2020
Philbert Shih

Amazon reported its 2Q20 results and provided the usual break out of the AWS cloud business. ...

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Waffle House a QTS customer in Georgia for secondary site

July 30, 2020
Sacha Kavanagh

Waffle House, which operates nearly 2k restaurants across 25 US states, uses QTS’s data centre in ...

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@03 August 2020

Structure Research@StructureRes1623 Farnam expands again; adds Megaport dlvr.it/Rcd6ZD #CloudInfrastructure #Colocation29 July 2020

Structure Research@StructureResEndurance provides 2Q20 results update ahead of earnings call dlvr.it/RcTZQS #HostingInfrastructure #EIG27 July 2020

Structure Research@StructureResTelia Carrier to deploy PoPs, anchor for Bulk’s new Norway-Denmark cable dlvr.it/RcRJvF #Colocation #Connectivity27 July 2020

Structure Research@StructureResRackspace expands AWS partnership; dedicated teams, new markets dlvr.it/RcHs1s #CloudInfrastructure #HostingInfrastructure24 July 2020

Structure Research@StructureResLiberty Mutual using AWS Lambda for serverless computing dlvr.it/RcGNPg #CloudInfrastructure #HostingInfrastructure24 July 2020

Philbert Shih@phils88888RT @hellojabez: Singapore Market Report June 2020: Data Centre Colocation, Hyperscale Cloud & Interconnection Download Executive Summary he…01 July 2020

Philbert Shih@phils88888RT @GurdeepPandher: Sending positivity and smiles from nature's treasure the Kluane National Park in the Yukon. pic.twitter.com/jtoZTgoeU429 June 2020

Philbert Shih@phils88888RT @packetfabric: Tomorrow’s the day! Join leaders from Faction and Structure Research for an informative discussion for businesses connect…17 June 2020

Philbert Shih@phils88888Congrats @digitalrealty on the ground breaking in South Korea! #digitalseoul1 #digitalrealtylaunch #datacenter #hyperscale17 June 2020