Analyst Notes

MI: CoreWeave, Lambda, GPU clouds consuming more data centre colocation

October 31, 2024
Philbert Shih

CoreWeave and Lambda continue to take down data centre colocation capacity, providing more colour on...

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MI: Hyperscale investments validate growth potential and upside of emerging cloud markets

October 31, 2024
Philbert Shih

Summary: One of the recurring themes just this past month was the sheer volume of investments being ...

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MI: Cryptocurrency infrastructure operators showing growth in traditional Internet infrastructure

October 31, 2024
Philbert Shih

The competitive landscape has shifted rapidly over the last 12-18 months, with a number of cryptocur...

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MI: Strategic side of business intensifies amid positive outlook for hyperscale sector

October 31, 2024
Philbert Shih

The strategic side of the business continues to gain momentum. In the past month, there were a numbe...

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Equinix opens first South Africa data centre

October 30, 2024
Sacha Kavanagh

Equinix opened JN1, its first data centre in Johannesburg, a 4MW facility that was announced in late...

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Schneider Electric acquires Motivair to augment liquid cooling, thermal management

October 30, 2024
Philbert Shih

Summary: Schneider Electric acquired a 75% controlling interest in Motivair for $850m in an all-cash...

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Oakley Capital acquires Assured Data Protection

October 30, 2024
Philbert Shih

London-based Oakley Capital acquired Assured Data Protection, a MSP focused on backup, data protecti...

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Nscale debuts for GPU cloud with Norway data centre and US pipeline

October 30, 2024
Sacha Kavanagh

We came across Nscale, a London-based GPU cloud provider founded in the last year. ...

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AWS, e& strike deal for Middle East sovereign cloud services

October 30, 2024
Sacha Kavanagh

AWS and e& (formerly Etisalat) signed a $1b six-year agreement to combine AWS cloud infrastructu...

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New London data centre approved in Docklands

October 30, 2024
Sacha Kavanagh

Planning permission has been granted for an 80MW data centre in the Canning Town area of London’s ...

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New owner for Paris data centre leased to CyrusOne

October 30, 2024
Sacha Kavanagh

French real estate company ARGAN sold a data centre in the Wissous area of Paris to Invesco Real Est...

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Liquid Web rolls out GPU bare metal hosting service

October 29, 2024
Philbert Shih

Liquid Web rolled out a new GPU bare metal hosting service. ...

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