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Analyst Notes

New owners back AtriaDC; take over former data centre in Jakarta built by SpaceDC

August 2, 2022
Philbert Shih

PT Saratoga Investama Sedaya Tbk (SRTG), a listed private equity firm in Indonesia, disclosed a new ...

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NEXTDC brings online third Sydney data centre with an initial 12MW phase

August 2, 2022
Jabez Tan

Australia’s NEXTDC launched a third data centre in Sydney (S3) situated in Artarmon on Sydney&...

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Equinix reports 2Q22 results; 38MW in xScale leasing, commentary around macro environment, short seller thesis

August 2, 2022
Jabez Tan

Equinix reported its 2Q22 results, which represented its eighth straight quarter of increasing net b...

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New data centre planned for Cambridge, UK

August 2, 2022
Sacha Kavanagh

A new data centre campus near Cambridge in the UK has taken a step closer to reality with the award ...

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Microsoft reports FY4Q22 results; decline in top-line growth rate (update)

August 2, 2022
Philbert Shih

Microsoft reported its FY4Q22 results for the period ending June 30, 2022. The results revealed deta...

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Equinix brings in EVP, GP to oversee digital infrastructure services portfolio

August 2, 2022
Philbert Shih

Equinix brought in Scott Crenshaw as EVP and GM for digital services. ...

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Fastly names VP for ASEAN as it eyes expansion in region

August 1, 2022
Philbert Shih

Fastly named Vaughn Woods Area VP for ASEAN, based out of Singapore. ...

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T-Systems chooses Stream data centre in Houston, Texas

August 1, 2022
Philbert Shih

T-Systems chose to deploy infrastructure at Stream’s Houston data centre campus. ...

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Aligned begins second hyperscale campus in NoVa

August 1, 2022
Sacha Kavanagh

Aligned Data Centers is building a second campus in Northern Virginia, located in Sterling close to ...

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Equinix contracts wind power in Finland

August 1, 2022
Sacha Kavanagh

Equinix signed a 10-year power purchase agreement (PPA) for 80% of the output of a new 42MW wind far...

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STACK opens third Milan data centre, more planned

August 1, 2022
Sacha Kavanagh

STACK Infrastructure opened a third data centre in the Siziano area of Milan on land acquired last y...

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Cloud earnings, hyperscale expansions, M&A, appointments, APAC, land banking

August 1, 2022
Philbert Shih

The past week saw earnings season move into full swing and we took a closer look at the results com...

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Twitter Feeds

Philbert Shih@phils88888RT @EdgeConneX: The infra/STRUCTURE event is right around the corner, held in #Toronto, September 14-15! Phillip Marangella will be partici…12 August 2022

Structure Research@StructureResRT @EdgeConneX: The infra/STRUCTURE event is right around the corner, held in #Toronto, September 14-15! Phillip Marangella will be partici…12 August 2022

Structure Research@StructureRes#infrastructure22 is the event you've been waiting for. We're talking about the disruptive nature of… twitter.com/i/web/status/1…11 August 2022

Philbert Shih@phils88888RT @DataCentre_Mag: Join us at #infrastructure22 for an exclusive industry summit, featuring keynote presentations and frank panel discussi…02 August 2022

Philbert Shih@phils88888RT @iMillerPR: @StructureRes gives a short history of Internet Infrastructure and explains why an ecosystem-oriented conference for service…26 July 2022

Philbert Shih@phils88888RT @StructureRes: It's time to accelerate. On Day 2 of the infra/STRUCTURE Summit, @phils88888 , Managing Director of Structure Research,…23 July 2022

Philbert Shih@phils88888RT @StructureRes: Still wondering why you should attend this year's infra/STRUCTURE Summit? Read @phils88888 article on why there is no bet…20 July 2022