Analyst Notes

Google to develop more data centres in Kuala Lumpur, Malaysia by leasing and buying land from EcoWorld

March 4, 2025
Jabez Tan

Google is buying and leasing more land in Kuala Lumpur, Malaysia to develop data centres from Malays...

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LiquidWeb adds more bare metal locations

March 3, 2025
Philbert Shih

LiquidWeb added four new bare metal server locations to its footprint. ...

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NVIDIA reports 4Q24 results; Blackwell ramp hits inflection point

March 3, 2025
Jabez Tan

NVIDIA reported its 4Q24 results, which revealed a surge in Blackwell revenue for the quarter as the...

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Iron Mountain reports 4Q24 results; data centre revenue up 25% in 2024

March 3, 2025
Ainsley Woods

Iron Mountain reported its 4Q24 results, signing 9.6MW of new leases in the quarter. ...

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Bloom Energy, Equinix expand partnership to bring over 100MW of power to data centres

March 3, 2025
Vivian Kong

Bloom Energy confirmed it will extend its relationship with Equinix, bringing over 100MW of electric...

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OpenAI planning to shift data centre development under Stargate umbrella; OCI to benefit

March 3, 2025
Philbert Shih

Media reports indicate that OpenAI is planning to shift more its data centre development under the u...

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Meta reported to be planning more data centres, raising capital for projects

March 3, 2025
Philbert Shih

Media reports suggest Meta is in talks with investors to fund $30-35b in data centre development. ...

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Rackspace reports 4Q24, FY24 results; bookings uptick amid continued revenue attrition

March 3, 2025
Philbert Shih

Rackspace reported its 4Q24 and FY24 results, which showed more negative growth despite some positiv...

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Akamai reports 4Q24, FY24 results; compute continues healthy growth trajectory, large customer wins

March 3, 2025
Philbert Shih

Akamai reported its 4Q24 and FY24 results, which continue to show a business that is shifting to com...

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Edged Energy brings online first facility in Chicago

March 3, 2025
Vivian Kong

Edged Energy brought online the first facility of its 96MW data centre campus in Chicago. ...

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WSS: Questions around sector’s status continue to swirl as hyperscalers said to be pulling back from leases, infrastructure builds; but is it real?

March 3, 2025
Philbert Shih

The sector continues to see developments that raise questions about the sector’s status and w...

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MI: Edge-hyperscale segment emerging to tackle market inefficiency

February 28, 2025
Philbert Shih

Amid the focus on hyperscale AZs and AI training models, a bit of a market inefficiency has emerged ...

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