Analyst Notes

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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Google signs 14-year 58MW solar PPA in Ireland

September 13, 2023
Ainsley Woods

Summary: Google signed an agreement with Power Capital Renewable Energy for 58MW of capacity from t...

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Oracle reports 1QFY24 results; OCI continues to grow on the back of surging AI demand

September 13, 2023
Philbert Shih

Oracle reported its 1QFY24 results, which was highlighted by more large deals and continued revenue ...

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11:11 Systems expands partnership with AWS, Veeam

September 12, 2023
Philbert Shih

MSP and managed infrastructure provider 11:11 Systems recently joined the AWS partner network. ...

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Coretelligent acquires Advanced Network Products; geographic fit, Microsoft capabilites

September 12, 2023
Philbert Shih

Coretelligent confirmed the acquisition of Advanced Network Products (ANP), based in Philadelphia. ...

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nLighten expands to UK with Proximity Data Centres acquisition

September 12, 2023
Sacha Kavanagh

Germany-based nLighten acquired the UK’s Proximity Data Centres, giving it a portfolio of 10 regio...

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New BlueMed cable reduces Milan-Sicily latency in Italy

September 11, 2023
Sacha Kavanagh

The first section of the BlueMed submarine cable went into service between the Italian cities of Mil...

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Manulife completes Serverfarm acquisition, commits funds for expansion

September 11, 2023
Sacha Kavanagh

Manulife Investment Management completed its previously announced acquisition of a controlling stake...

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