Earnings, IPO, hyperscale results, CapEx, edge nodes, APAC, European expansions, hires
The early part of earnings season saw the hyperscale platforms share data points and insights on revenue growth and CapEx spending, while privately helped operators disclosed their own data points, and on the SMB side, IONOS in Germany went public on the Frankfurt stock exchange.
AWS and Google followed Microsoft in reporting 4Q22 earnings and the common thread was steady, but slowing rates of growth. On the other hand, most if not all of the main trend lines remain in place. Hyperscalers also shared insights on CapEx outlook. Meta is adjusting its CapEx outlook and a lot of this can be traced back to a new approach to data centre architecture.
On the private company side of the game, the likes of Vantage Data Centers, TierPoint and Bespin Global shared some colour on their current momentum and growth trajectory.
In the APAC region, there was more cloud node expansion. Vultr opened a second Japan node in Osaka, while Zenlayer partnered up with Digital Edge to deploy edge nodes in multiple locations across the APAC region.
The week also saw more data centre expansion activity in Europe. DATA4 acquired a site in Hanau, Germany to serve the Frankfurt market and US-based Prime Data Centers made moves to enter Denmark.
Finally, there was more movement in executive circles. DCI Data Centers brought in a new group CEO, Princeton Digital Group has a new MD for Japan and Connectbase hired a new CCO.
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