Analyst Notes

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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Shonfeld Engineering looking to sell stake in Israeli data centre business

July 31, 2023
Sacha Kavanagh

Local media reports Israel’s Shonfeld Engineering hired Jefferies to handle the sale of a 20-30% s...

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AI demand, hyperscale, GPUs, growth data points, APAC, expansions, M&A

July 31, 2023
Philbert Shih

Another busy week saw more activity around the surging AI vertical, new company formation, some dis...

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US Signal adds COO, CIO to senior management team

July 28, 2023
Philbert Shih

US Signal, a Michigan-based provider of colocation, managed infrastructure and connectivity servic...

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Microsoft approved to build gas power plant for Dublin data centres

July 28, 2023
Sacha Kavanagh

Microsoft has been granted approval to build a 170MW gas power plant at Grange Castle in Dublin. ...

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Bridge Data Centres to expand its KL data centre campus

July 27, 2023
Justin Saputra

Bridge Data Centres confirmed the expansion of its hyperscale data centre campus in Kuala Lumpur, Ma...

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KDDI Telehouse housing AWS network node in Bangkok data centre; building interconnection hub in emerging hyperscale market

July 27, 2023
Justin Saputra

Colocation and interconnection provider KDDI Telehouse confirmed that AWS will deploy significant pa...

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Katapult expanding to APAC region for bare metal

July 27, 2023
Philbert Shih

UK-based bare metal provider Katapult, part of Krystal Hosting, confirmed plans to add infrastructur...

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Lemongrass releases enhanced migration service; shares user base count

July 27, 2023
Philbert Shih

MSP Lemongrass released an enhanced migration service and shared a data point about its growing user...

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Equinix shares additional data points on hyperscale business during 2023 Analyst Day

July 27, 2023
Jabez Tan

Equinix shared some interesting data points at its recent Analyst Day. ...

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