Analyst Notes

Microsoft’s plans for Fungible’s DPU technology comes into view

March 7, 2024
Jim Davis

Microsoft continues to try and enhance movement of data for AI workloads around data centres more ef...

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Digital Realty reports 4Q23 results; revenue bumpiness amid steady trajectory

March 7, 2024
Ainsley Woods

Digital Realty reported its 4Q23 results, which showed some bumpiness on a sequential basis even as ...

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Cloudflare launches new firewall service for AI workloads

March 7, 2024
Philbert Shih

Cloudflare launched a new firewall service targeted at the unique vulnerabilities posed by AI worklo...

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NexGen Cloud first tenant for AQ Compute in Norway

March 7, 2024
Sacha Kavanagh

Germany-based AQ Compute launched its first data centre, AQ-OSL1, located ~60km north of Oslo in Nor...

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Portus Data Centers plans third, much larger Hamburg data centre

March 7, 2024
Sacha Kavanagh

Portus Data Centers acquired land and power in Hamburg for a third facility. ...

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HPE expanding in Norway with Green Mountain for HPC, AI

March 6, 2024
Sacha Kavanagh

Norway’s Green Mountain disclosed that HPE was taking additional capacity at two of its locations....

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AtlasEdge enters Vienna with sale-leaseback acquisition

March 6, 2024
Sacha Kavanagh

AtlasEdge acquired a data centre in Vienna, Austria. ...

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DigitalOcean reports 4Q23 and FY23 results; consistent performance as new CEO set to move business into next phase

March 6, 2024
Philbert Shih

DigitalOcean reported its 4Q23 and FY23 results, which reflected recent trends in the business. The ...

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Connectria sets up data centres in Singapore for IBM hosting

March 6, 2024
Philbert Shih

Connectria, a St. Louis-based managed public cloud and managed infrastructure provider with a focus ...

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New CEO for the UK’s Crown Hosting Data Centres

March 6, 2024
Sacha Kavanagh

Crown Hosting Data Centres, the JV between Ark Data Centres and the UK government, has a new CEO in ...

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AWS goes nuclear; acquires Talen Energy’s Cumulus Data nuclear-powered data centre campus in PA

March 5, 2024
Philbert Shih

Talen Energy confirmed the sale of its Cumulus Data data centre campus and assets in Berwick, PA to ...

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Summit acquires Deft; managed infrastructure consolidation

March 5, 2024
Philbert Shih

Summit acquired Deft, a Chicago-based managed public cloud and managed infrastructure provider. ...

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