Analyst Notes

3Q23 IB: Cloudflare positioning AI strategy around R2, network

December 8, 2023
Philbert Shih

Cloudflare now has GPUs up and running in 75 of its global locations and made significant progress i...

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3Q23 IB: Akamai and others leading charge to convert CDNs to edge computing platforms:

December 8, 2023
Philbert Shih

Akamai completed a significant infrastructure expansion phase that involved a number of global marke...

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3Q23 IB: Capital, real estate continuing platform formation and new market entry

December 8, 2023
Philbert Shih

New data centre operating platforms continue to be formed amid healthy fundamentals and a positive g...

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3Q23 IB: Tesla going to build more data centres, but potentially more self-build than colocation

December 8, 2023
Philbert Shih

Tesla moved into the data centre colocation environment formerly occupied by Twitter in Sacramento, ...

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3Q23 IB: Enterprise colocation wins impacted by cloud and need for interconnection

December 8, 2023
Philbert Shih

Enterprise migration to public cloud can have a negative impact on data centre colocation demand and...

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3Q23 IB: AWS continues to push enterprise workloads to cloud, shut down on-premise installations

December 8, 2023
Philbert Shih

AWS continues to work closely with large enterprise customers to migrate workloads to its cloud plat...

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3Q23 IB: AWS moving to edge, expanding portfolio to handle wider range of scenarios, requirements

December 8, 2023
Philbert Shih

AWS continues to build out its edge infrastructure footprint. ...

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3Q23 IB: Cloud infrastructure pricing dynamics, impact on growth

December 8, 2023
Philbert Shih

Pricing for cloud infrastructure services has started to climb given inflation, rising energy prices...

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3Q23 IB: CoreWeave leasing from colocation providers with certain characteristics

December 8, 2023
Philbert Shih

CoreWeave has been leasing significant volumes of data centre colocation to support its expansion ef...

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3Q23 IB: Cloud services being more transparent about carbon footprint

December 8, 2023
Philbert Shih

OVHcloud released a carbon calculator that gives customers detailed insights into the carbon footpri...

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3Q23 IB: AI rise spawning new provider formation

December 8, 2023
Philbert Shih

GPU-based cloud infrastructure services, propelled by the demand for AI, are gaining traction and sp...

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3Q23 IB: Few outages, but Microsoft went down with interesting implications

December 8, 2023
Philbert Shih

Performance across the sector was good in the recent quarter and there were few outages of note. ...

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