Analyst Notes

MI: GPU cloud providers raising capital to build infrastructure; supply and demand implications

February 29, 2024
Philbert Shih

GPU-oriented cloud providers continue to build out infrastructure to serve rapidly emerging AI deman...

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MI: Decentralization accelerating further as clouds look to extend reach

February 29, 2024
Philbert Shih

Webscale and hyperscale providers continue to decentralize and push out to edge locations. ...

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MI: Data centre park activity ratcheting up; new focuses, differentiation emerging already

February 29, 2024
Philbert Shih

The recent month saw a significant level of activity from new operating platforms building master-pl...

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MI: Stabilization in overall sector performance continues to emerge; demand profile trending positively

February 29, 2024
Philbert Shih

We are moving to the tail end of earnings season and there continue to be signs that the recent grow...

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Databank secures $456m in first green financing

February 28, 2024
Vivian Kong

DataBank raised $456m in its first green financing. ...

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GDS signs VPPA with Malaysia’s Cenergi for its Nusajaya data centre campus

February 28, 2024
Jabez Tan

GDS signed a 21-year renewable energy Virtual Power Purchase Agreement (VPPA) with Malaysia’s sola...

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Vapor IO, Supermicro launch NVIDIA-based GPU cloud for edge scenarios

February 28, 2024
Jim Davis

Vapor IO and Supermicro partnered to launch a new AI and 5G infrastructure service powered by NVIDIA...

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Digital Edge opens its second data centre facility in Jakarta

February 28, 2024
Justin Saputra

Digital Edge launched EDGE2, its second data centre facility in Jakarta, Indonesia. ...

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Teraco approved to connect planned solar farm to South Africa’s grid

February 28, 2024
Sacha Kavanagh

Teraco, majority owned by Digital Realty, has been granted a grid capacity allocation from the count...

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MMS Group’s Bitera opens first data centre in downtown Jakarta

February 28, 2024
Justin Saputra

Indonesian conglomerate MMS Group launched its inaugural data centre facility in Jakarta under the n...

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Vultr launches CDN service; widening value proposition

February 28, 2024
Philbert Shih

Webscale cloud provider Vultr launched a new CDN service that will be integrated into its object sto...

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AWS building cloud infrastructure region in Queretaro

February 27, 2024
Philbert Shih

AWS confirmed plans to build a new cloud infrastructure region in Mexico. ...

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