Analyst Notes

Microsoft Azure’s upside remains in place and may be better than consensus views

June 29, 2022
Philbert Shih

There has been some reporting and discussion on a recent research note about Microsoft published by ...

Read more...

Google Cloud CEO shares insights into dynamics, organizational shifts

June 29, 2022
Philbert Shih

Google Cloud CEO Thomas Kurian shared some notable insights about the business in a media interview....

Read more...

Oracle Cloud expands portfolio of appliances, private data centre installations as it eyes distributed and hybrid scenarios

June 29, 2022
Philbert Shih

Oracle Cloud rolled out two new products that enable customers to run OCI-based infrastructure in on...

Read more...

Chindata secures $500m loan for hyperscale data centre development

June 28, 2022
Justin Saputra

Chindata Group confirmed that it has secured a USD $500m loan from a number of financial partners. ...

Read more...

BDx sets up JV in Indonesia with Indosat, Lintasarta; acquires land, eyes expansion

June 28, 2022
Justin Saputra

Pan-APAC data centre operator Big Data Exchange (BDx), backed by I Squared Capital, established a da...

Read more...

Angelo Gordon looking to develop 20MW data centre in Hong Kong’s Tuen Mun district

June 28, 2022
Jabez Tan

Angelo Gordon, a New York-based private equity firm, is positioning itself to develop a 20MW data ce...

Read more...

DartPoints upgrading, expanding data centre in Greenville, SC

June 28, 2022
Vivian Kong

DartPoints confirmed plans to upgrade and expand its Greenville, South Carolina data centre. ...

Read more...

EdgeConneX closes series of financing deals

June 28, 2022
Philbert Shih

EdgeConneX closed a series of financing deals totalling $1.7b. ...

Read more...

H5 Data Centers acquires carrier hotel in Albuquerque, New Mexico

June 28, 2022
Philbert Shih

H5 Data Centers acquired the carrier hotel in Albuquerque, New Mexico at 505 Marquette Avenue NW. ...

Read more...

Aligned expands in Salt Lake City for hyperscaler

June 28, 2022
Sacha Kavanagh

Aligned Data Centers will build a third data centre at its West Jordan campus just south of Salt Lak...

Read more...

AWS enables Direct Connect in all US-based Local Zones nodes

June 27, 2022
Philbert Shih

AWS confirmed support for the Direct Connect service in all of its US-based Local Zones locations. ...

Read more...

Zenlayer shares data points on expansion plans

June 27, 2022
Philbert Shih

In the next six months, Zenlayer expects to deploy 5k servers in 40 markets. ...

Read more...