Analyst Notes

MC Digital Realty leases data centre capacity to AI firms Turing, Preferred Networks in Tokyo

January 13, 2025
Jabez Tan

Digital Realty (through its MC Digital Realty entity in Japan) leased an undisclosed amount of data ...

Read more...

AWS to invest $11b in Georgia for data centres

January 13, 2025
Vivian Kong

AWS plans to invest at least $11b in Georgia towards data centre infrastructure to support AI and cl...

Read more...

GDS International re-brands to DayOne; raises funds, hires in Spain as it looks to expand outside APAC

January 13, 2025
Sacha Kavanagh

The first day of the year saw the official launch of DayOne, formerly GDS International, which split...

Read more...

Digital Edge raises $1.6b to power growth in the face of demand in APAC

January 13, 2025
Swapna Subramani

Singapore-based Digital Edge confirmed raising $1.6b in both debt and equity to fund expansion to me...

Read more...

WSS: Chinese hyperscalers turning corner as public cloud sector prepares for AI push, while NVIDIA lurks as potential entrant

January 13, 2025
Philbert Shih

Things are starting to get rolling, but a number of developments coming out of late 2024 shaped our...

Read more...

India-Europe-Xpress cable lands in Crete, Greece

January 10, 2025
Sacha Kavanagh

Vodafone Greece landed the India-Europe-Xpress (IEX) subsea cable in Crete. ...

Read more...

Alibaba Cloud cuts prices for AI tools

January 10, 2025
Philbert Shih

Alibaba Cloud cut prices by about 80% for the Tongyi Qianwen LLM service. ...

Read more...

Yondr Group secures financing for first phase of campus build in Johor, Malaysia

January 10, 2025
Philbert Shih

Yondr Group confirmed that it has secured financing of more than USD $900m to support the constructi...

Read more...

Comcast moves 5G core out of traditional infrastructure deployments to AWS

January 10, 2025
Philbert Shih

Comcast moved its 5G wireless core to AWS, migrating out of traditional on-premise infrastructure. ...

Read more...

TIM expanding with new Rome data centre, high density capacity in Rome, Milan

January 10, 2025
Sacha Kavanagh

Telecom Italia (TIM) disclosed plans to invest €130. ...

Read more...

Tencent Cloud seeing GPU-based cloud growth, driving CapEx

January 9, 2025
Philbert Shih

Tencent Cloud shared a few interesting data points on its recent earnings call. ...

Read more...

Google strikes PPA for renewable energy in the Netherlands

January 9, 2025
Sacha Kavanagh

Google signed a PPA with Copenhagen Infrastructure Partners to buy 250MW of wind power in the Nether...

Read more...