Analyst Notes

EdgeConneX closes $400m facility to support expansion in Jakarta

September 14, 2023
Philbert Shih

EdgeConneX closed on a $403.8m sustainability-linked facility to support is expansion efforts in the...

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GoDaddy investor Starboard impatient with GoDaddy; focus on technology expenses speaks to misdirected views

September 14, 2023
Philbert Shih

Starboard Value, which has owned 7.8% of GoDaddy since 2021 and is its third largest shareholder, se...

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GDS reports 2Q23 results; AI-demand, liquid cooling and international demand trends

September 14, 2023
Jabez Tan

GDS recently reported its 2Q23 results, which had some interesting commentary and insights around th...

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EXA Infrastructure boosts Italy connectivity with Namex Bari connection

September 14, 2023
Sacha Kavanagh

EXA Infrastructure connected to the Namex Bari internet exchange in south eastern Italy, which was o...

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Start Campus taps Nautilus for zero-water cooling in Portugal

September 14, 2023
Sacha Kavanagh

Portugal’s Start Campus will use cooling technology from Nautilus Data Technologies at the campus ...

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Edgio partners with streaming video enabling technologies, forms alliance

September 14, 2023
Philbert Shih

CDN provider Edgio established a number of strategic partnerships to enhance its ability to house an...

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atNorth names new chief sales officer

September 14, 2023
Sacha Kavanagh

Nordics data centre operator atNorth appointed Anders Fryxell as chief sales officer. ...

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Verne Global discusses London acquisition, ESG approach, strategy

September 14, 2023
Sacha Kavanagh

We toured the Verne London data centre, acquired from Volta Data Centres in April 2022, and sat down...

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Akamai building in APAC; looking to tap into existing base upside

September 13, 2023
Philbert Shih

Akamai shared some quick data points about its business in APAC. ...

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Fujitsu shuts down North America data centre business

September 13, 2023
Jabez Tan

Japan’s Fujitsu confirmed plans to shut down its North America data centre business and is con...

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CapMan invests in Denmark’s Fuzion

September 13, 2023
Sacha Kavanagh

Finland-based CapMan Infra invested an undisclosed amount in Danish data centre operator Fuzion. ...

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CloudHQ plans Rio data centre in Brazil

September 13, 2023
Sacha Kavanagh

CloudHQ outlined plans for a 36MW data centre in Rio de Janeiro that will be RFS three years from co...

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