Analyst Notes

Asia Pacific Land plans for 120MW data centre campus in Japan’s Kitakyushu

September 5, 2023
Jabez Tan

Asia Pacific Land (APL) disclosed plans to invest $125b yen (US$854m) to build a data centre campus ...

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Redcentric reports FY23 results; profitability hit by high power, software licensing costs

September 5, 2023
Sacha Kavanagh

Redcentric released its preliminary results for the year ending March 31, 2023 (FY23), which were in...

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OpenMetal expands EU footprint

September 4, 2023
Vivian Kong

Infrastructure provider OpenMetal expanded into a new EU data centre location in Amsterdam. ...

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DartPoints brings in new chief financial officer

September 4, 2023
Vivian Kong

Data centre operator DartPoints named Angelika Torres as the new CFO. ...

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atNorth acquires Swedish HPC specialist Gompute

September 4, 2023
Sacha Kavanagh

atNorth acquired Gompute which operates an HPC data centre in Gothenburg, Sweden, and the Gompute HP...

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Recalibration, realignment, M&A, CDN, edge, Local Zones, migration services, bare metal, earnings

September 4, 2023
Philbert Shih

It was a slower week as North America moved into the Labour Day long weekend, but there was notable...

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MI: Earnings season saw stabilization trends emerge; headwinds moderating

September 1, 2023
Philbert Shih

The recent 2Q23 earnings season saw a number of listed operators across data centre, hyperscale, clo...

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MI: On-premise migrations still contributing to colocation demand profile

September 1, 2023
Philbert Shih

More than one publicly listed operator noted how demand is still coming from organizations that are ...

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MI: Writer’s strike having impact on infrastructure

September 1, 2023
Philbert Shih

The writer’s strike in Hollywood is having an impact on infrastructure. ...

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MI: Densities for AI, HPC workloads are falling into sweet spot … for now

September 1, 2023
Philbert Shih

Looking at some of the data centre colocation deals that are being signed in the AI and HPC area and...

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MI: GPU distribution from NVIDIA shaping competitive landscape for infrastructure

September 1, 2023
Philbert Shih

NVIDIA continues to try and distribute its GPU supply across the market in as balanced a way as poss...

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MI: Webscale, hyperscale taking different approaches to building for GPUs and AI workloads

September 1, 2023
Philbert Shih

When it comes AI deployments, there is a notable difference emerging between how hyperscalers are we...

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