Analyst Notes

Rackspace rolls out private cloud for AI with Dell, NVIDIA

August 17, 2023
Philbert Shih

Rackspace released a new private cloud offering built on a reference architecture and technology bui...

Read more...

Spain’s Nabiax reported to be looking at strategic options

August 17, 2023
Sacha Kavanagh

Media reports the owners of Spain’s Nabiax are exploring a sale. ...

Read more...

Akamai reports 2Q23 results; compute revenue steady and starting to tap upside

August 16, 2023
Philbert Shih

Akamai reported its 2Q23 results and the compute segment continues to be the fastest growing part o...

Read more...

Princeton Digital Group procures renewables for data centre; closing in on J2 being ready for service

August 16, 2023
Philbert Shih

Princeton Digital Group confirmed plans to procure renewable energy to power data centres in Jakarta...

Read more...

Neos Networks launches 400Gbps services in UK

August 16, 2023
Sacha Kavanagh

UK fibre provider Neos Networks rolled out national 400Gbps Wavelength services. ...

Read more...

John Lewis Partnership deepens Google Cloud partnership with new five-year deal

August 16, 2023
Sacha Kavanagh

UK retail chain John Lewis Partnership signed a five year deal with Google Cloud worth £100m. ...

Read more...

Rackspace reports 2Q23 results; more weakness amid recalibration efforts

August 15, 2023
Philbert Shih

Rackspace reported its 2Q23 results, which were a bit better than expected, but still reflect the st...

Read more...

Digital Realty rolls out high-density colocation amid demand surges in HPC, AI

August 15, 2023
Philbert Shih

Digital Realty rolled out high-density colocation offerings in select data centres within its portfo...

Read more...

RETN deploys 400Gbps capability across European network

August 15, 2023
Sacha Kavanagh

UK-headquartered network service provider RETN upgraded its pan-European network to deliver 400Gbps ...

Read more...

KIO begins construction of first hyperscale data centre in Querétaro

August 15, 2023
Sacha Kavanagh

Mexico’s KIO Networks revealed details about its QR02 data centre in the Querétaro hotspot. ...

Read more...

Equinix to develop its fourth data centre in Mumbai

August 14, 2023
Jabez Tan

Equinix confirmed plans to invest US$42m to develop a new data centre (MB4) in Mumbai, India that is...

Read more...

DigitalOcean reports 2Q23 results; guidance adjusted amid continued pressures on organic growth

August 14, 2023
Philbert Shih

DigitalOcean reported its 2Q23 results, which saw more growth deceleration that led to an adjustment...

Read more...