Analyst Notes

AWS lights up Local Zones node in Houston, Texas

February 8, 2024
Philbert Shih

AWS brought online another Local Zones node in the US. ...

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True IDC to invest 10 billion baht in Thailand; expansion of its existing facilities

February 8, 2024
Justin Saputra

Thailand-based data centre operator True IDC confirmed plans to invest 10b baht (~USD $280m) to expa...

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Tract partners with Silicon Ranch for renewable energy

February 7, 2024
Philbert Shih

Data centre developer Tract partnered with solar energy and battery storage specialist Silicon Ranch...

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Google reports 4Q23 results; Google Cloud uptick after slowing in previous quarter

February 7, 2024
Philbert Shih

Google reported its 4Q23 results, which saw growth acceleration on a sequential basis. ...

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Equinix launches managed AI, partners with NVIDIA amid strong demand for GPUs

February 7, 2024
Jim Davis

Equinix rolled a fully managed AI-oriented infrastructure service based on NVIDIA’s DGX AI offerin...

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Singtel to enter GPU cloud market segment; decommissions five old data centres in Singapore

February 7, 2024
Jabez Tan

Singapore’s Singtel is looking to enter the GPU cloud infrastructure market through a partner...

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Equinix signs 151MW PPA for Australia wind farm

February 7, 2024
Jabez Tan

Equinix signed a renewable energy deal for the Golden Plains Wind Farm in Victoria (Australia’...

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Digital 9 to sell remaining assets; subsea cables, data centre

February 7, 2024
Sacha Kavanagh

London-listed Digital 9 Infrastructure completed a strategic review that will see the company be wou...

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Google contracts 700MW+ of green energy in Europe

February 7, 2024
Sacha Kavanagh

Google signed several PPAs for renewable energy in Europe. ...

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Merck moving infrastructure to AWS; Accenture helping

February 6, 2024
Philbert Shih

Pharmaceutical company Merck confirmed plans to work with Accenture and AWS to migrate a significant...

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Goodman developing new data centres in Tokyo, Hong Kong and Sydney

February 6, 2024
Jabez Tan

Goodman entered into agreements to deliver up to 1,000MW of power in Japan and confirmed that it has...

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Amazon contracts UK wind power

February 6, 2024
Sacha Kavanagh

Amazon signed a PPA for 473MW of wind power from the Moray West offshore wind farm in Scotland. ...

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