Analyst Notes

Fastly hires new CEO; hints at strategy development, long-term view

August 3, 2022
Philbert Shih

Fastly brought in Todd Nightingale as its new CEO. ...

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Hut 8 Mining wins blockchain, digital asset customer for two Canadian data centres

August 3, 2022
Philbert Shih

Hut 8 Mining won a blockchain customer for its HPC-oriented infrastructure hosting services. ...

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Fastly partners with HUMAN Security for bot protection

August 3, 2022
Philbert Shih

Fastly set up a reseller partnership with HUMAN Security, a specialist in bot protection and remedia...

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Microsoft, Oracle move Oracle Database Service for Microsoft Azure into GA

August 3, 2022
Philbert Shih

Microsoft and Oracle expanded their cloud interoperability ties with the introduction of Oracle Data...

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Power constraints emerging in Ashburn, VA; overflow scenarios set to emerge

August 3, 2022
Philbert Shih

There are potential power constraints emerging in the Ashburn data centre hub as Dominion Energy is ...

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Empyrion DC to build 40MW data centre project in Gangnam, Seoul

August 3, 2022
Jabez Tan

New data centre market entrant Empyrion DC, fully owned by funds managed by Seraya Partners, confirm...

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New owners back AtriaDC; take over former data centre in Jakarta built by SpaceDC

August 2, 2022
Philbert Shih

PT Saratoga Investama Sedaya Tbk (SRTG), a listed private equity firm in Indonesia, disclosed a new ...

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NEXTDC brings online third Sydney data centre with an initial 12MW phase

August 2, 2022
Jabez Tan

Australia’s NEXTDC launched a third data centre in Sydney (S3) situated in Artarmon on Sydney&...

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Equinix reports 2Q22 results; 38MW in xScale leasing, commentary around macro environment, short seller thesis

August 2, 2022
Jabez Tan

Equinix reported its 2Q22 results, which represented its eighth straight quarter of increasing net b...

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New data centre planned for Cambridge, UK

August 2, 2022
Sacha Kavanagh

A new data centre campus near Cambridge in the UK has taken a step closer to reality with the award ...

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Microsoft reports FY4Q22 results; decline in top-line growth rate (update)

August 2, 2022
Philbert Shih

Microsoft reported its FY4Q22 results for the period ending June 30, 2022. The results revealed deta...

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Equinix brings in EVP, GP to oversee digital infrastructure services portfolio

August 2, 2022
Philbert Shih

Equinix brought in Scott Crenshaw as EVP and GM for digital services. ...

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