Analyst Notes

Equinix reports 4Q23 results; strong xScale leasing on the back of hyperscale and AI demand

February 20, 2024
Jabez Tan

Equinix reported its 4Q23 results, which reflected a strong quarter in xScale leasing driven by hype...

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DigitalOcean partners with Tabnine for AI coding assistance

February 20, 2024
Philbert Shih

DigitalOcean partnered with Tabnine, a tool that assists developers in automatically writing AI code...

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Microsoft to invest €1.95b in Spain

February 20, 2024
Sacha Kavanagh

Another day, another huge commitment from Microsoft in Europe. ...

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Echelon Data Centres secures further funding from Starwood

February 20, 2024
Sacha Kavanagh

Ireland’s Echelon Data Centres received an $850m investment from a Starwood Capital Group affiliat...

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MedOne to open two new Israel data centres this year

February 20, 2024
Sacha Kavanagh

Israel’s MedOne, in which Berkshire Partners invested in 2022, is planning to open the two data ce...

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Amazon to build its own data centres in Sydney and Melbourne

February 19, 2024
Jabez Tan

Amazon ramped up its self-build data centre activity in Australia with plans to build two data centr...

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DataVita now able to support AI hosting in Scotland

February 19, 2024
Sacha Kavanagh

Scotland’s DataVita invested in new infrastructure and capabilities to host HPC and AI workloads. ...

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GPU cloud provider Lambda raises $320m in Series C round

February 19, 2024
Philbert Shih

GPU cloud provider Lambda raised $320m in a Series C round. ...

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Microsoft to make massive AI investment in Germany

February 19, 2024
Sacha Kavanagh

Microsoft announced an €3.25b investment in Germany to double capacity of its ‘AI and data centr...

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Google breaks ground in Norway

February 19, 2024
Sacha Kavanagh

Google broke ground on its first data centre in Norway, planning to invest €600m in the facility i...

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Master-planned data centre parks, hyperscale, edge nodes, CapEx, self-builds, product development

February 19, 2024
Philbert Shih

It was a busy week that saw more from earnings season, continued activity from master-planned data ...

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AirTrunk partners with ib vogt for renewable energy in Malaysia

February 16, 2024
Vivian Kong

AirTrunk partnered with renewable energy developer ib vogt for the first data centre renewable energ...

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