Analyst Notes

STACK closes second $250m debt funding round of 2023

August 8, 2023
Ainsley Woods

STACK Infrastructure issued $250m in securitized notes at a fixed interest rate of 5.9%. ...

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Seaport Capital acquires MSP CyberlinkASP

August 8, 2023
Philbert Shih

Seaport Capital acquired MSP CyberlinkASP from Staple Street Capital, which acquired CyberlinkASP ba...

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Equinix reports 2Q23 results; interconnection optimizations, APAC leasing, development activity

August 8, 2023
Jabez Tan

Equinix reported its 2Q23 results, which reflected strength in its pricing environment along with n...

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Cirion plans 20MW data centre in Chile

August 8, 2023
Sacha Kavanagh

Cirion will begin building a 20MW data centre in Santiago. ...

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OVHcloud shares thinking around data centre expansion plans globally

August 7, 2023
Philbert Shih

OVHcloud provided an interesting data point around data centre consumption in a public disclosure. ...

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Edge Centres makes multiple acquisitions; building out regional data centre footprint in US

August 7, 2023
Vivian Kong

Edge Centres, an Australia-based data centre operator, extended its edge data centre footprint into ...

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CoreWeave secures $2.3b debt facility

August 7, 2023
Philbert Shih

CoreWeave secured a $2.3b debt facility to enable its growth initiatives. ...

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GoDaddy implements AI into WordPress hosting products

August 7, 2023
Philbert Shih

GoDaddy added generative AI capabilities to its WordPress hosting product. ...

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Digital Realty reports its 2Q23 results; record interconnection bookings, rebound in >1MW deals

August 7, 2023
Ainsley Woods

Digital Realty reported its 2Q23 results, with the company posting double-digit interconnection reve...

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Amazon reports 2Q23 results; AWS cloud arm continues to see revenue growth deceleration (update)

August 7, 2023
Philbert Shih

Amazon reported its 2Q23 results and provided the usual breakout for the AWS cloud business. Revenu...

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ESR secures $205m loan to fund brownfield data centre development in Hong Kong’s Kwai Chung district

August 7, 2023
Jabez Tan

ESR secured a HK$1.6b (~US$205m) sustainability-linked loan (SLL) to fund the conversion (brownfield...

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Earnings, hyperscale, CapEx, AI, colocation wins, footprint expansions, appointments

August 7, 2023
Philbert Shih

Another busy week was highlighted by the start of earnings season, more developments in the AI land...

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