Analyst Notes

Microsoft reports FY1Q25 results; steady growth for Azure

November 1, 2024
Philbert Shih

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

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Google reports 3Q24 results; raw cloud infrastructure growth

November 1, 2024
Philbert Shih

Google Cloud’s parent company Alphabet reported its 3Q24 results. ...

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MI: Hyperscalers pushing into nuclear more aggressively as sector faces reality of constraints, time-to-market challenges

October 31, 2024
Philbert Shih

The past month saw a flurry of activity on the nuclear energy side of the game, with a number of hyp...

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MI: More JV formation as hyperscale and AI requirements climb rapidly

October 31, 2024
Philbert Shih

There was more JV activity in the past month as hyperscale data centre projects require increasingly...

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MI: CoreWeave, Lambda, GPU clouds consuming more data centre colocation

October 31, 2024
Philbert Shih

CoreWeave and Lambda continue to take down data centre colocation capacity, providing more colour on...

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MI: Hyperscale investments validate growth potential and upside of emerging cloud markets

October 31, 2024
Philbert Shih

Summary: One of the recurring themes just this past month was the sheer volume of investments being ...

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MI: Cryptocurrency infrastructure operators showing growth in traditional Internet infrastructure

October 31, 2024
Philbert Shih

The competitive landscape has shifted rapidly over the last 12-18 months, with a number of cryptocur...

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MI: Strategic side of business intensifies amid positive outlook for hyperscale sector

October 31, 2024
Philbert Shih

The strategic side of the business continues to gain momentum. In the past month, there were a numbe...

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Equinix opens first South Africa data centre

October 30, 2024
Sacha Kavanagh

Equinix opened JN1, its first data centre in Johannesburg, a 4MW facility that was announced in late...

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Schneider Electric acquires Motivair to augment liquid cooling, thermal management

October 30, 2024
Philbert Shih

Summary: Schneider Electric acquired a 75% controlling interest in Motivair for $850m in an all-cash...

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Oakley Capital acquires Assured Data Protection

October 30, 2024
Philbert Shih

London-based Oakley Capital acquired Assured Data Protection, a MSP focused on backup, data protecti...

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Nscale debuts for GPU cloud with Norway data centre and US pipeline

October 30, 2024
Sacha Kavanagh

We came across Nscale, a London-based GPU cloud provider founded in the last year. ...

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