Analyst Notes

Microsoft mulls France self-build outside Paris, Marseille

March 25, 2024
Sacha Kavanagh

Media reports indicate Microsoft is considering a self-build in France. ...

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2Africa lands in Portugal courtesy of Vodafone

March 25, 2024
Sacha Kavanagh

Vodafone landed the 2Africa subsea cable system at the Altice CLS in Carcavelos near Lisbon, Portuga...

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Equinix launches public consultation for another Slough development

March 25, 2024
Sacha Kavanagh

Equinix opened a public consultation for a data centre development in Slough, ~3 miles from its faci...

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Webscale, cloud, strategic developments, carve-outs, managed public cloud, industry dynamics

March 25, 2024
Philbert Shih

The sector had a busy week, with hyperscale expansions, strategic activity and technology acquisiti...

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4Q23 IB: Cloudflare and Akamai finding cross-selling success

March 22, 2024
Philbert Shih

Cloudflare and Akamai are increasingly cross-selling cloud infrastructure services to their installe...

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4Q23 IB: Overflow markets to serve both hyperscale expansion and AI

March 22, 2024
Philbert Shih

Infrastructure requirements continue to expand outside of major metros. ...

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4Q23 IB: Hyperscalers building sovereign clouds for heavily regulated industries

March 22, 2024
Philbert Shih

Hyperscale cloud platforms are pushing forward with sovereign cloud builds in Europe and both AWS an...

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4Q23 IB: Stabilization of sector continues as more favourable conditions start to emerge

March 22, 2024
Philbert Shih

The stabilization that emerged across the sector over the last few quarters did not lose momentum in...

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4Q23 IB: More shuffling in executive circles

March 22, 2024
Philbert Shih

There were a significant number of changes in senior leadership positions, particularly with CEO and...

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4Q23 IB: Webscale cloud providers adding PaaS for critical source of growth

March 22, 2024
Philbert Shih

Webscale and other independent cloud providers continue to push into PaaS. ...

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4Q23 IB: Providers continue selling to increasingly bigger customers

March 22, 2024
Philbert Shih

Infrastructure service providers continue to move up the food chain and are having success selling t...

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4Q23 IB: Dedicated AI data centre builds emerging; distance implications

March 22, 2024
Philbert Shih

AI continues to drive a rethink of hyperscale data centre deployments and builds. ...

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