Analyst Notes

Datadog acquires Cloudcraft; visualization tool to augment platform

November 16, 2022
Philbert Shih

Datadog acquired Cloudcraft, a visualization tool that enables IT staff to create diagrams of their ...

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Colovore to build second data centre in Santa Clara

November 15, 2022
Vivian Kong

Colovore is developing their second data centre location in Santa Clara. ...

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Microsoft building new North Carolina data centres; future cloud region?

November 15, 2022
Sacha Kavanagh

Microsoft plans to invest over $1b to build three data centres in Catawba County, ~50 miles north of...

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HostDime completes Colombia data centre, ready to begin Mexico build

November 15, 2022
Sacha Kavanagh

HostDime completed construction of its second Colombia data centre and revealed the design for its s...

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Equinix reports 3Q22 results; steady growth despite challenging macro environment

November 14, 2022
Jabez Tan

Equinix reported its 3Q22 results, which reflected a meaningful uptick in net bookings due to strong...

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AWS launches new Zurich region; seventh region in Europe

November 14, 2022
Sacha Kavanagh

WS launched its seventh European region in Zurich, Switzerland. ...

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Cologix brings online fourth ExpressRoute on-ramp in Canada

November 14, 2022
Vivian Kong

Cologix added a fourth Azure ExpressRoute node in Canada. ...

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CapEx, infrastructure savings, earnings, expansions, enterprise cloud wins, M&A

November 14, 2022
Philbert Shih

It was a busy week that saw more results coming out of earning seasons, cutbacks at big tech that h...

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Renault Group doubling down on use of Google Cloud

November 11, 2022
Philbert Shih

Automaker Renault Group in France confirmed plans to expand its partnership with Google Cloud, which...

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Google secures solar power for Texas data centres

November 11, 2022
Sacha Kavanagh

Google signed PPAs with SB Energy Global for ~75% of the output of four solar projects under develop...

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Stream Data Centers adds to location development team

November 11, 2022
Sacha Kavanagh

Stream Data Centers named Oison O Murchu as VP development to work on site due diligence, acquisitio...

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QTS Data Centers expanding New Jersey data centre

November 11, 2022
Vivian Kong

QTS Data Centers confirmed being on track with the expansion project for their Piscataway, New Jerse...

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