Analyst Notes

3Q23 IB: Stabilization emerging for second quarter in row

December 8, 2023
Philbert Shih

After six quarters of growth deceleration, the sector has started to show signs of stabilization. ...

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3Q23 IB: AI driving unprecedented levels of demand for data centre colocation

December 8, 2023
Philbert Shih

The building and expansion of AI-oriented infrastructure has driven significant demand for data cent...

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3Q23 IB: Data management grows in relevance for cloud service

December 8, 2023
Philbert Shih

Data management tools are increasingly being found in infrastructure service provider portfolios. ...

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3Q23 IB: KPIs continue to trend in the right direction

December 8, 2023
Philbert Shih

While the sector has seen plenty of growth deceleration, important KPIs have not dropped off. ...

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3Q23 IB: Cloud infrastructure expansion global in scope

December 8, 2023
Philbert Shih

Webscale and hyperscale cloud infrastructure continues to expand on a global basis. ...

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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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