Analyst Notes

On-premise, cloud, master-planned campuses, hyperscale, expansions, M&A

February 5, 2024
Philbert Shih

A busy week saw the start of earnings season, more transitioning from on-premise to cloud environm...

Read more...

AWS expands into Mississippi with $10b investment

February 2, 2024
Vivian Kong

AWS confirmed plans to expand into Mississippi with a $10b investment to build two data centre compl...

Read more...

Elea Digital issues sustainability-link debentures

February 2, 2024
Sacha Kavanagh

Brazil’s Elea Digital issued R$570m (US$116m) in new debentures linked to sustainability goals. ...

Read more...

Bulk Data Centers begins new Norway data centre

February 2, 2024
Sacha Kavanagh

Norway’s Bulk Data Centers began construction of a new 42MW data centre at its NO1 campus in Krist...

Read more...

NewTelco opens new Germany data centre

February 2, 2024
Sacha Kavanagh

Media reports indicate that German colocation company NewTelco opened a new data centre in Karlstein...

Read more...

Microsoft reports FY2Q24 results; Azure momentum continues, driven by AI

February 1, 2024
Philbert Shih

Microsoft reported its FY2Q24 results, which showed more forward progress in revenue growth, spurred...

Read more...

Tract adds finance executives to senior management team

February 1, 2024
Philbert Shih

Data centre operator Tract added to its senior management team. ...

Read more...

SAP pushing incentives to move from on-premise to cloud

February 1, 2024
Philbert Shih

SAP rolled out a number of different services, financial incentives and resources that are meant to ...

Read more...

Meta building data centres in Jeffersonville, Indiana; dedicated AI facility

February 1, 2024
Philbert Shih

Meta confirmed plans to build a data centre in Jeffersonville, Indiana, which is less than a two-hou...

Read more...

Naver opens new data centre in Sejong, South Korea

February 1, 2024
Philbert Shih

Webscale cloud provider Naver, based in South Korea, recently opened a new data centre campus in Sej...

Read more...

1547, Green Fig Land progressing on project in Chester county, Pennsylvania

February 1, 2024
Philbert Shih

1547 Critical Realty Systems shared an update about the hyperscale data centre project it is develop...

Read more...

Kao Data scores new debt raise for expansion

February 1, 2024
Sacha Kavanagh

The UK’s Kao Data completed a new £206m debt raise with an accordian facility extendable to £365...

Read more...