Analyst Notes

Digital Fortress, Chirisa secure funding for fit-out in Virginia for AI customer

October 2, 2023
Philbert Shih

Media reports indicate AI-oriented cloud provider CoreWeave has leased a data centre south of Richmo...

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Akamai Connected Cloud expands cloud infrastructure footprint; enters LatAm

October 2, 2023
Philbert Shih

Akamai confirmed seven new core cloud compute regions for the Connected Cloud platform. ...

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EXA Infrastructure launches new Turkey-France cable, boosts transatlantic capabilities

October 2, 2023
Sacha Kavanagh

Several developments from EXA Infrastructure as it continues to build out its European network and t...

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New investors for KevlinX; Brussels data centre now under construction

October 2, 2023
Sacha Kavanagh

Brussels-based KevlinX has new majority ownership in the form of Macquarie Capital as lead investor....

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Oracle opens second Mexico cloud region

October 2, 2023
Sacha Kavanagh

Oracle opened its second cloud region in Mexico, the only hyperscaler with more than one region in t...

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Telecom Egypt to extend Medusa to Red Sea

October 2, 2023
Sacha Kavanagh

The Medusa subsea cable system will be extended in Egypt via Telecom Egypt’s terrestrial network. ...

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Hyperscale, new company formation, Dublin, CoreWeave, earnings, stabilization, AI

October 2, 2023
Philbert Shih

The recent week saw significant activity in the hyperscale data centre space on a global basis, whi...

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MI: More signs of stabilization and moving closer to a bottom

September 29, 2023
Philbert Shih

Last month, we mentioned the stabilization emerging across the sector. ...

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MI: Webscale providers engaged in technology acquisition

September 29, 2023
Philbert Shih

Technology acquisitions continue to be a part of the M&A landscape, but hyperscalers have been q...

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MI: Dublin data centre market showing signs of life

September 29, 2023
Sacha Kavanagh

There has been some recent hyperscale activity in Dublin after years of sluggishness due to well doc...

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MI: Pricing has been pushing overall top-line numbers, but underlying KPIs have been healthy

September 29, 2023
Philbert Shih

It is clear that pricing has contributed some uplift to the sector’s overall growth numbers. ...

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MI: AI locations to build out in combination of first and second tier, overflow markets

September 29, 2023
Philbert Shih

Where are the hubs going to be for AI infrastructure? ...

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