Analyst Notes

Digital Edge tops off EDGE2; on track for completion in 2023

August 1, 2023
Philbert Shih

Digital Edge topped off its EDGE2 data centre in Jakarta, Indonesia. ...

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AWS adds Phoenix, AZ to Local Zones footprint

August 1, 2023
Philbert Shih

AWS brought online a Local Zones node in Phoenix, AZ. ...

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Tesla said to have taken over Twitter capacity at NTT GDC data centre in Sacramento

August 1, 2023
Jabez Tan

Media reports indicate that Tesla recently leased data centre capacity at the NTT GDC (formerly Ragi...

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EdgeCore brings in chief commercial officer

August 1, 2023
Philbert Shih

EdgeCore Digital Infrastructure brought in Clint Heiden as its chief commercial officer. ...

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AWS releases GPU-based cloud instance inventory

August 1, 2023
Philbert Shih

AWS confirmed last week that it released the EC2 P5 instances powered by the latest NVIDIA H100 Tens...

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Microsoft plans São Paulo self-builds in Brazil

August 1, 2023
Sacha Kavanagh

Microsoft confirmed it will build its first owned data centre in Brazil, in the city of Sumaré in t...

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Construction set to begin on Vancouver’s Spencer Building Carrier Hotel

August 1, 2023
Ainsley Woods

The Spencer Building Carrier hotel has received all necessary permits to begin construction on its n...

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TPG Real Estate acquires majority stake in three Digital Realty facilities in NoVA

July 31, 2023
Ainsley Woods

TPG Real Estate acquired an 80% stake in three hyperscale data centres in Northern Virginia. ...

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Google reports 2Q23 results; Google Cloud stabilizes, AI offsetting persisting headwinds

July 31, 2023
Philbert Shih

Google reported its 2Q23 results, which included details for the Google Cloud business, which stemme...

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TierPoint wins CoreWeave for multi-MW colocation deal

July 31, 2023
Philbert Shih

TierPoint won AI-oriented cloud infrastructure provider CoreWeave as a colocation customer. ...

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Meta reports 2Q23 results; CapEx reduced and pushed into 2024, AI continues to be key variable complicating capacity planning

July 31, 2023
Philbert Shih

Meta reported its 2Q23 results and shared some interesting data points about its CapEx and data cent...

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Microsoft reports 1QFY24 results; Azure revenue data point, AI driving revenue and CapEx

July 31, 2023
Philbert Shih

Microsoft reported its 1QFY24 (2QCY23) results for the period ending June 30, 2023. Revenue deceler...

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