Analyst Notes

NewTelco opens new Germany data centre

February 2, 2024
Sacha Kavanagh

Media reports indicate that German colocation company NewTelco opened a new data centre in Karlstein...

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Microsoft reports FY2Q24 results; Azure momentum continues, driven by AI

February 1, 2024
Philbert Shih

Microsoft reported its FY2Q24 results, which showed more forward progress in revenue growth, spurred...

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Tract adds finance executives to senior management team

February 1, 2024
Philbert Shih

Data centre operator Tract added to its senior management team. ...

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SAP pushing incentives to move from on-premise to cloud

February 1, 2024
Philbert Shih

SAP rolled out a number of different services, financial incentives and resources that are meant to ...

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Meta building data centres in Jeffersonville, Indiana; dedicated AI facility

February 1, 2024
Philbert Shih

Meta confirmed plans to build a data centre in Jeffersonville, Indiana, which is less than a two-hou...

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Naver opens new data centre in Sejong, South Korea

February 1, 2024
Philbert Shih

Webscale cloud provider Naver, based in South Korea, recently opened a new data centre campus in Sej...

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1547, Green Fig Land progressing on project in Chester county, Pennsylvania

February 1, 2024
Philbert Shih

1547 Critical Realty Systems shared an update about the hyperscale data centre project it is develop...

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Kao Data scores new debt raise for expansion

February 1, 2024
Sacha Kavanagh

The UK’s Kao Data completed a new £206m debt raise with an accordian facility extendable to £365...

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Servecentric appeals rejection of new Dublin data centre

February 1, 2024
Sacha Kavanagh

Ireland’s Servecentric has appealed Fingal County Council’s decision to refuse planning permissi...

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MI: Master-planned data centre parks a product of separation in the data centre process spurred by exploding requirements

January 31, 2024
Philbert Shih

Master-planned data centre parks continue to gain momentum as the sheer volume of data centre requir...

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MI: Cloud providers continue to procure, bring online GPUs

January 31, 2024
Philbert Shih

Cloud providers continue to procure and deploy GPU inventory as the supply situation shows signs of ...

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MI: Consultancies, SIs could be looking at getting back into M&A; managing infrastructure a new area

January 31, 2024
Philbert Shih

The recent Accenture acquisition of Navisite comes after an extended quiet period that saw little M&...

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