Analyst Notes

Kao Data discusses business drivers, AI strategy; launches new data centre, connectivity partnership

January 2, 2024
Sacha Kavanagh

We toured Kao Data’s campus in the north London market of Harlow, and sat down with management to ...

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Arcus acquires Hamburg data centres, launches new European edge platform

January 2, 2024
Sacha Kavanagh

Arcus Infrastructure Partners launched Portus Data Centers, positioning as an European edge data cen...

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New venture plans regional data centre in Hanover, Germany

January 2, 2024
Sacha Kavanagh

Avacon Data Center is a new company that is planning to build a data centre in Hanover, Germany. ...

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MI: Materialization of AI demand is still a work in progress

December 29, 2023
Philbert Shih

In the world of AI, there continues to be a gap between demand and inquiry and its materialization i...

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MI: Less favourable data centre locations increasingly being considered for AI

December 29, 2023
Philbert Shih

Data centres in less favourable locations continue to see an uplift in demand from AI-oriented workl...

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MI: Hyperscalers pivoting, shifting self-build strategies; anticipation versus speculation

December 29, 2023
Philbert Shih

We are starting to hear more chatter around hyperscalers shifting back to colocation in markets wher...

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MI: Managed public cloud providers pushing forward with AI expertise

December 29, 2023
Philbert Shih

Managed public cloud providers continue to transform and evolve and they are now making a concerted ...

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MI: Webscale providers continue rolling out GPUs alongside CPUs

December 29, 2023
Philbert Shih

The recent month saw more cloud providers push forward with GPU-based infrastructure services. ...

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Involta expands Tucson data centre

December 28, 2023
Vivian Kong

Involta confirmed plans to expand its 38k sqft Tucson data centre. ...

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Seraya Partners closes US$800m fund to invest in digital infrastructure, renewable energy platforms

December 28, 2023
Jabez Tan

Singapore-based Seraya Partners closed its first infrastructure investment fund focusing on digital ...

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Microsoft releases Microsoft Cloud for Sovereignty into GA

December 28, 2023
Philbert Shih

Microsoft put Microsoft Cloud for Sovereignty into GA across its global Azure footprint. ...

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Digital Realty contracts hydropower for Frankfurt data centres

December 28, 2023
Sacha Kavanagh

Digital Realty signed a renewable energy agreement with Germany’s Süwag Energie covering Guarante...

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