Analyst Notes
Meta reports 1Q23 results; CapEx driven by AI initiatives and another wave could be coming
Read more...Digital Realty brings in MD, head of Americas
Digital Realty named Steve Smith as the new MD and head of Americas. ...
Read more...Data4 to build a second campus in Madrid, Spain
Data4 confirmed it will invest €530m in a second data centre campus in Madrid, Spain. ...
Read more...Big three hyperscale earnings takeaways; more deceleration and the overall ecosystem impact
The big three hyperscale clouds – AWS, Microsoft Azure and Google Cloud – reported more ...
Read more...Hyperscale, earnings, headwinds, CapEx, M&A, cloud expansion, financing, edge versus cloud
Read more...DE-CIX, Rack Centre launch AF-CIX in Nigeria
DE-CIX launched the new AF-CIX interconnection platform in Lagos, Nigeria. ...
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