Analyst Notes

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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Zoho releases CloudSpend aimed at combined multi-cloud management

November 10, 2022
Philbert Shih

SaaS provider Zoho’s enterprise IT arm ManageEngine released a new cloud infrastructure cost m...

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IONOS arm Fasthosts migrating from Gloucester data centre to new Worcester facility

November 10, 2022
Philbert Shih

UK-based Fasthosts, part of European hosting group IONOS, opened a new £21m data centre in Worceste...

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IXAfrica scores $50m funding for Kenya data centre; potential regional expansion

November 10, 2022
Sacha Kavanagh

IXAfrica Data Centres secured a $50m investment from Helios Investment Partners, which claims to be ...

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Rackspace reports sluggish 3Q22 results amid transition; strategic shifts to private cloud, value-add on public cloud

November 9, 2022
Philbert Shih

Rackspace reported its 3Q22 results, which showed more slowing in top-line growth as it continues to...

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Zuckerberg comments on infrastructure spend within note to layoff 13% of entire workforce

November 9, 2022
Jabez Tan

Meta CEO Mark Zuckerberg shared that he is conducting a thorough review of its infrastructure spendi...

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ESR begins construction of first 19.2MW data centre building on Osaka campus

November 9, 2022
Jabez Tan

ESR began construction of a 19.2MW data centre in Osaka, Japan. ...

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Digital Ocean reports 3Q22 results; price increase drives growth, KPIs trend positively

November 9, 2022
Philbert Shih

Digital Ocean reported its 3Q22 results, which showed the business demonstrating resilience in the f...

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