Analyst Notes

team.blue deepens Spanish footprint with Webempresa buy

October 27, 2023
Sacha Kavanagh

European smb provider team.blue acquired Spain’s webempresa. ...

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Akamai adds scrubbing centres in Canada for DDoS

October 27, 2023
Philbert Shih

Akamai added scrubbing centres in its Toronto and Montreal locations. ...

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Medallion opens new Nigeria data centre, re-brands to Digital Realty

October 27, 2023
Sacha Kavanagh

Digital Realty opened its LOS2 data centre in Lagos, Nigeria. ...

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Amazon reports 3Q23 results; growth deceleration stabilizes on sequential basis

October 26, 2023
Philbert Shih

Amazon reported its 3Q23 results, which included details for the AWS cloud infrastructure arm. ...

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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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