Analyst Notes

Cloud, M&A, GoDaddy, Oracle Cloud, GDS, Europe, APAC, appointments

September 18, 2023
Philbert Shih

Another busy week saw some additional results come out of the public cloud space, while there were ...

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InMotion Hosting widens portfolio in Amsterdam

September 15, 2023
Philbert Shih

InMotion Hosting added more services to its data centre location in Amsterdam. ...

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EdgeCore Partners with Zayo for dark fibre in Silicon Valley

September 15, 2023
Vivian Kong

EdgeCore confirmed a partnership with Zayo to bring dark fibre connectivity to its upcoming Silicon ...

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Microsoft, Oracle clouds suffers outage in Australia; traced back to extreme weather

September 15, 2023
Philbert Shih

Microsoft recently suffered an outage that brought down cloud services for over 24 hours. ...

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BDx Data Centers brings in new president and CBO

September 14, 2023
Justin Saputra

BDx Data Centers, backed by I Squared Capital, named Manish Prakash as the new president and chief b...

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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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