Analyst Notes

DartPoints brings in new chief financial officer

September 4, 2023
Vivian Kong

Data centre operator DartPoints named Angelika Torres as the new CFO. ...

Read more...

atNorth acquires Swedish HPC specialist Gompute

September 4, 2023
Sacha Kavanagh

atNorth acquired Gompute which operates an HPC data centre in Gothenburg, Sweden, and the Gompute HP...

Read more...

Recalibration, realignment, M&A, CDN, edge, Local Zones, migration services, bare metal, earnings

September 4, 2023
Philbert Shih

It was a slower week as North America moved into the Labour Day long weekend, but there was notable...

Read more...

MI: Earnings season saw stabilization trends emerge; headwinds moderating

September 1, 2023
Philbert Shih

The recent 2Q23 earnings season saw a number of listed operators across data centre, hyperscale, clo...

Read more...

MI: On-premise migrations still contributing to colocation demand profile

September 1, 2023
Philbert Shih

More than one publicly listed operator noted how demand is still coming from organizations that are ...

Read more...

MI: Writer’s strike having impact on infrastructure

September 1, 2023
Philbert Shih

The writer’s strike in Hollywood is having an impact on infrastructure. ...

Read more...

MI: Densities for AI, HPC workloads are falling into sweet spot … for now

September 1, 2023
Philbert Shih

Looking at some of the data centre colocation deals that are being signed in the AI and HPC area and...

Read more...

MI: GPU distribution from NVIDIA shaping competitive landscape for infrastructure

September 1, 2023
Philbert Shih

NVIDIA continues to try and distribute its GPU supply across the market in as balanced a way as poss...

Read more...

MI: Webscale, hyperscale taking different approaches to building for GPUs and AI workloads

September 1, 2023
Philbert Shih

When it comes AI deployments, there is a notable difference emerging between how hyperscalers are we...

Read more...

MI: Webscale providers expanding globally, pushing into compute; driving colocation demand

September 1, 2023
Philbert Shih

Webscale providers continue to be an increasingly important group of providers to look from the pers...

Read more...

MI: Cloud services resilient because of existing customer growth, churn offsets

September 1, 2023
Philbert Shih

Cloud infrastructure services continue to be reliant on existing customer growth and churn reduction...

Read more...

Claranet acquires Brazil’s ADTsys

August 31, 2023
Philbert Shih

UK-based Claranet acquired managed infrastructure and managed cloud provider ADTsys, based in Brazil...

Read more...