Analyst Notes

Equinix xScale demand and expected trajectory

March 10, 2023
Philbert Shih

Equinix management reiterated some quick insights around where the xScale hyperscale colocation prod...

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euNetworks acquires dark fibre assets in Belgium

March 10, 2023
Philbert Shih

Connectivity provider euNetworks acquired the dark fibre assets of a Belgian utility company. ...

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Acronis set ups second Canadian data centre location

March 10, 2023
Philbert Shih

Cybersecurity provider Acronis opened a new data centre location in Toronto. ...

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SEAX acquires site in Jakarta; connectivity focus, colocation possibility

March 10, 2023
Philbert Shih

SEAX, a wholesale connectivity provider based in Singapore and serving Southeast Asia (primarily Sin...

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Oracle reports 3QFY23 results; steady growth pushing throw headwinds, AI demand

March 9, 2023
Philbert Shih

Oracle reported its 3QFY23 results, which held very steady on a sequential basis. Oracle Cloud’...

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Rackspace names lead for cloud innovation centre in India

March 9, 2023
Philbert Shih

Rackspace elevated Angela Kurien Murze to head up its cloud innovation centre in India. ...

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Cyxtera, Dell Technologies partner to widen infrastructure portfolio

March 9, 2023
Philbert Shih

Cyxtera partnered up with Dell Technologies to enable managed infrastructure and colocation services...

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Coretelligent acquires NetCom Systems; continues MSP, IT services consolidation

March 9, 2023
Philbert Shih

Coretelligent, a Boston-based IT services and managed infrastructure provider, acquired NetCom Syste...

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Options deploys with Digital Realty in Singapore

March 9, 2023
Philbert Shih

Options, a provider of IT infrastructure to global capital markets firms, confirmed plans to partner...

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Fastly reports 4Q22 and FY22 results; top-line growth consecutively exceeding guidance ranges

March 9, 2023
Justin Saputra

CDN and edge provider Fastly reported its 4Q22 results.CDN and edge provider Fastly reported its 4Q2...

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AWS to build fourth ASEAN cloud region in Malaysia; questions around location, colocation

March 8, 2023
Philbert Shih

WS confirmed plans to build a cloud infrastructure region in Malaysia. This will be the fourth AWS c...

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Google CapEx shifting more to cloud infrastructure

March 8, 2023
Philbert Shih

Google executives provided a quick bit of insight on CapEx directional trends. ...

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