Analyst Notes

Digital Realty adds Google Cloud Interconnect node in Brussels

February 12, 2024
Ainsley Woods

Digital Realty brought online Google Cloud Interconnect at its BRU1 facility in Brussels. With this ...

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Meta reports 4Q23 results; includes CapEx projections, data centre and AI impact

February 12, 2024
Philbert Shih

Meta reported its 4Q23 results and disclosed data points and insights into its projected CapEx and h...

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OVHcloud opening cloud infrastructure node in Toronto area

February 12, 2024
Philbert Shih

OVHcloud confirmed it is set to soon open a second cloud infrastructure location in Canada. ...

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Master planning, hyperscale cloud, earnings, GPUs, renewables, capacity constraints, migrations

February 12, 2024
Philbert Shih

It was a busy week across the sector, with earnings season in full swing, more activity around mast...

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Ollion helps media customer move to AWS; significant efficiency gains

February 9, 2024
Philbert Shih

Managed public cloud provider Ollion, based in Seattle and formerly 2nd Watch, shared some data poin...

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DCI Data Centers and Daelim Co begin construction of Seoul data centre

February 9, 2024
Jabez Tan

DCI Data Centers and Daelim Co have begun construction of a new data centre build in Seoul, South Ko...

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Compute Nordic lands HPC contract in Norway

February 9, 2024
Sacha Kavanagh

Compute Nordic, which operates a data centre in central-western Norway, signed its largest (12MW) co...

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Starwood Capital launches dedicated investment arm for data centre development

February 9, 2024
Jabez Tan

Starwood Capital Group launched a dedicated unit for its data centre investments called Starwood Dig...

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MUFG moves from on-premise to cloud; shares costs savings data points

February 8, 2024
Philbert Shih

Mitsubishi UFJ Financial Group (MUFG) committed to AWS as its preferred cloud provider on a global b...

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Crusoe Energy chooses atNorth Iceland for first European deployment

February 8, 2024
Sacha Kavanagh

atNorth signed up Crusoe Energy Systems as a customer. ...

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Oracle Cloud plans Kenya region

February 8, 2024
Sacha Kavanagh

Oracle announced plans for a cloud region in Nairobi, Kenya. ...

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Is Meta Edged Energy’s customer in Spain, Portugal?

February 8, 2024
Sacha Kavanagh

Local media reports the hyperscale client of Edged Energy (backed by real estate company Merlin) in ...

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