Analyst Notes

Northern Data names new CFO, closes acquisition for NVIDIA GPUs, negotiates new US, UK data centre sites

January 22, 2024
Sacha Kavanagh

Germany-based Northern Data named Elliot Jordan as CFO. ...

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AWS to increase investment in Japan; more data centre capacity required

January 22, 2024
Jabez Tan

AWS shared plans to invest 2.26T yen (US$15.24B) to expand its cloud computing infrastructure in Jap...

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Google investing $1b in UK data centre

January 22, 2024
Sacha Kavanagh

Google confirmed it will invest $1b to build a data centre in Waltham Cross, north London. ...

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Rackspace moves BMG to cloud; move to cloud driven by new delivery models, needs for tools

January 22, 2024
Philbert Shih

Rackspace disclosed one of its managed Google Cloud customers. ...

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Executive shuffling, M&A, expansions, global markets, new platforms, migrations

January 22, 2024
Philbert Shih

The past week saw continued shuffling in executive circles, significant US data centre expansion ac...

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GDS reports 3Q23 results; commentary around the state of AI deployments in China, international development activity

January 19, 2024
Jabez Tan

GDS recently reported its 3Q23 results, which had some interesting commentary and insights around t...

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Octopus Energy invests £200 million in Deep Green

January 19, 2024
Ainsley Woods

Octopus Energy, a British renewable energy group, has invested £200m (US$255m) in Deep Green, a dat...

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Equinix signs wind PPA in Sweden

January 19, 2024
Sacha Kavanagh

Equinix signed a PPA for 15MW of wind power from the Storbrännkullen Wind Farm in central Sweden. ...

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AVAIO Digital Partners discusses strategy, projects under development

January 18, 2024
Sacha Kavanagh

We caught up with management at AVAIO Digital Partners to get insight into its strategy and the proj...

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Google joins consortium for Humboldt cable

January 18, 2024
Ainsley Woods

Google is set to join a consortium, including Chilean state-run infrastructure fund Desarrollo País...

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UK Department of Work and Pensions signs £5m deal for data centre upgrades

January 18, 2024
Ainsley Woods

The UK Department of Work and Pensions (DWP) signed a £5m (US$6.37m) deal with Computacenter to upg...

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1623 Farnam expands capacity in Omaha

January 18, 2024
Philbert Shih

1623 Farnam added 3MW to its connectivity-oriented data centre in Omaha, Nebraska. ...

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