Analyst Notes

ITS boosts UK fibre footprint with NextGenAccess acquisition

November 1, 2022
Sacha Kavanagh

UK wholesale fibre provider ITS Technology Group acquired managed fibre infrastructure provider Next...

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Meta reports 3Q22 results; data centre spend accelerating into 2023

October 31, 2022
Jabez Tan

Meta reported its 3Q22 results and shared further insight into its data centre spend trajectory for ...

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Cologix makes senior executive leadership changes

October 31, 2022
Vivian Kong

Cologix made some senior executive changes. ...

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Vantage Data Centers begins second phase of construction on Phoenix campus

October 31, 2022
Vivian Kong

Vantage Data Centers started the second phase of construction on its campus in Goodyear, Arizona jus...

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11:11 Systems acquires Sungard’s recovery business to go with Sungard’s cloud, managed services assets in NA

October 31, 2022
Philbert Shih

11:11 Systems entered into an agreement to acquire Sungard’s recovery business. ...

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Amazon reports 3Q22 results; AWS cloud business shows more pronounced slowing in growth (update)

October 31, 2022
Philbert Shih

Amazon reported its 3Q22 results, which included details about the AWS cloud business. The quarter s...

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Google to bring online first self-build data centre in Tokyo by 2023

October 31, 2022
Jabez Tan

Google confirmed that it will be bringing online its first self-build data centre in Japan, located ...

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Hyperscale, public cloud earnings, cloud node expansions, Oracle Cloud, enterprise migrations, APAC

October 31, 2022
Philbert Shih

It was a busy week highlighted by the start of earnings season, while there was more cloud footprin...

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Oracle layoffs, labour force optimization impacting OCI arm; not a good sign

October 28, 2022
Philbert Shih

Oracle continues to try and trim costs by laying off and restricting hires from high-cost locations....

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DE-CIX implements 800GbE technology in world first

October 28, 2022
Sacha Kavanagh

DE-CIX deployed 800GbE access technology at its Frankfurt exchange, claiming to be the first IX worl...

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New MD for Telehouse Europe

October 28, 2022
Sacha Kavanagh

Telehouse Europe elevated Takayo Takamuro to the position of MD. ...

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Leaseweb opens second data centre in Singapore

October 28, 2022
Philbert Shih

Leaseweb opened a second data centre Singapore. ...

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