Analyst Notes

Earnings, uptake in value-add, private results, M&A, integration, appointments

May 22, 2023
Philbert Shih

A busy week saw more from earnings season, momentum in new services, data points on private company...

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Equinix promotes internally for new UK MD

May 19, 2023
Sacha Kavanagh

Equinix elevated Bruce Owen as MD for the UK. ...

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DRFortress completes Honolulu data centre expansion

May 19, 2023
Vivian Kong

Hawaii-based data centre operator DRFortress completed a fourth expansion to its Honolulu data centr...

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CyrusOne hires chief investment officer

May 18, 2023
Philbert Shih

CyrusOne brought in Fran Federman as its chief investment officer. ...

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Cloudflare seeing momentum for R2 storage service from AI; egress, multi-cloud enabling

May 18, 2023
Philbert Shih

Cloudflare disclosed momentum for the R2 cloud storage service coming from the AI vertical. ...

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Separation in infrastructure segments driven by legacy versus next-generation dynamics; conditions for more strategic activity

May 18, 2023
Philbert Shih

Legacy assets across data centre and managed infrastructure continues to dot the landscape. These as...

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DE-CIX, Bulk open new Norway Internet exchanges

May 18, 2023
Sacha Kavanagh

DE-CIX launched two new exchanges in Norway, in the capital Oslo and in Kristiansand on the country�...

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Microsoft, Oracle said to be working on expanding interoperability to AI infrastructure

May 17, 2023
Philbert Shih

Some interesting media reporting suggests that Microsoft and Oracle have been in detailed discussion...

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Lemongrass shares data points on growth trajectory, operations in SAP for cloud

May 17, 2023
Philbert Shih

Lemongrass Consulting, a MSP and managed public cloud provider focused on SAP, shared some data poin...

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DE-CIX, KIO partnering on new Mexico IX

May 17, 2023
Sacha Kavanagh

DE-CIX will launch a distributed internet exchange in Mexico early next year, located in the capital...

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Vantage to build new 256MW data centre campus in Cyberjaya, Malaysia

May 17, 2023
Jabez Tan

Vantage Data Centers confirmed plans to develop its second data centre campus (KUL2) in Cyberjaya wi...

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InterVision partners with RedTap for security offering

May 16, 2023
Philbert Shih

MSP InterVision rolled out a new security service in partnership with security vendor RedTap. ...

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