Analyst Notes

CoreWeave converting former manufacturing building in New Jersey into a data centre

November 5, 2024
Jabez Tan

CoreWeave plans to invest USD $1.2b to convert a 280k sqft former lab and manufacturing building int...

Read more...

GDS secures $1b equity raise for international business

November 5, 2024
Jabez Tan

GDS’s international entity, DigitalLand Holdings Limited (GDS International or GDSI), which ac...

Read more...

Rackspace rolls out GPU cloud infrastructure service

November 5, 2024
Philbert Shih

Rackspace rolled out Rackspace Spot, a new GPU cloud infrastructure service. ...

Read more...

T5 Data Centers breaks ground on Chicago III data centre

November 5, 2024
Philbert Shih

T5 Data Centers broke ground on its Chicago III data centre. ...

Read more...

Digital Realty reports 3Q24 results; strong leasing even as 2024 revenue guidance lowered slightly

November 4, 2024
Ainsley Woods

Digital Realty reported its 3Q24 results; setting new leasing records in each of the 0-1MW, >1MW ...

Read more...

eStruxture to build third data centre in Calgary

November 4, 2024
Vivian Kong

Canadian operator eStruxture will invest over CAD $750m to build its third data centre in the Calgar...

Read more...

Amazon reports 3Q24 results; keeping accelerated pace (update)

November 4, 2024
Philbert Shih

Amazon reported its 3Q24 results, which included details on the AWS cloud infrastructure business. ...

Read more...

Google reports 3Q24 results; raw cloud infrastructure growth (update)

November 4, 2024
Philbert Shih

Google Cloud’s parent company Alphabet reported its 3Q24 results, which included a clear break-out...

Read more...

Microsoft reports FY1Q25 results; steady growth for Azure (update)

November 4, 2024
Philbert Shih

Microsoft reported its FY1Q25 results, which included data points for the Azure cloud business under...

Read more...

Equinix reports 3Q24 results; increased focus on xScale business driven by AI workloads

November 4, 2024
Jabez Tan

Equinix reported its 3Q24 results, which reflected a greater emphasis on its xScale hyperscale data ...

Read more...

WSS: Early returns from earnings season, ongoing strategic activity speak to trajectory of sector

November 4, 2024
Philbert Shih

The stretch run to the end of the year is underway as earnings season for the third quarter of the ...

Read more...

Amazon reports 3Q24 results; keeping accelerated pace

November 1, 2024
Philbert Shih

Amazon reported its 3Q24 results, which included details on the AWS cloud infrastructure business. ...

Read more...