Analyst Notes

Microsoft reports FY1Q24 results; cloud stabilization apparent, AI driving growth, infrastructure expansion

October 26, 2023
Philbert Shih

Microsoft reported its FY1Q24 results (CY3Q23), which included details and data points for the Micro...

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Dell’s Virtustream divesting some assets, keeping others

October 26, 2023
Philbert Shih

Earlier this year, we noted how Dell Technologies was sunsetting the Virtustream cloud infrastructur...

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ICG acquires London data centres, renegotiates leases with tenant Vodafone

October 26, 2023
Sacha Kavanagh

UK-based ICG Real Estate’s Strategic Real Estate team acquired five data centres in London whose t...

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euNetworks supports breakthrough research into quantum communication

October 26, 2023
Sacha Kavanagh

Researchers from the University of York successfully demonstrated quantum communication between the ...

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Tract acquires land in Reno for data centre park; pre-development, the new wholesale data centre

October 25, 2023
Philbert Shih

New operating platform Tract completed the acquisition of land in Storey County, Nevada for hypersca...

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Microsoft to invest $3.2b, add nine more data centres to its Australia footprint

October 25, 2023
Jabez Tan

Microsoft shared plans to invest AUD $5b in expanding its data centre infrastructure in Australia ov...

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Google reports 3Q23 results; Google Cloud slows again, though stabilization signs still there

October 25, 2023
Philbert Shih

Google reported its 32Q3 results and included details for the Google Cloud business, which showed mo...

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AWS shares data points on investments in US cloud computing infrastructure

October 25, 2023
Philbert Shih

AWS disclosed an interesting data point about its cloud infrastructure investments. ...

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G42, OpenAI partner to drive AI adoption in UAE

October 25, 2023
Sacha Kavanagh

Abu Dhabi-based technology holding company G42 struck a partnership with OpenAI to drive AI adoption...

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Lambda Labs said to be closing in on significant capital raise

October 25, 2023
Philbert Shih

Media reports indicate GPU cloud provider Lambda Labs is near a close for $300m in equity funding. ...

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Bulk Data Centers partners with HGC to lure Asian customers to the Nordics

October 25, 2023
Sacha Kavanagh

Norway-based Bulk Data Centers struck a partnership with Hong Kong-based HGC Global Communications. ...

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PowerHouse Data Centers brings in VP, data centre development, construction

October 25, 2023
Philbert Shih

PowerHouse Data Centers named Karen Petersburg as VP of data centre development and construction. ...

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