Analyst Notes

New operator 247 Data Centers debuts to target Latin America

November 13, 2024
Sacha Kavanagh

We came across 247 Data Centers, a new operator planning to design, build and operate colocation dat...

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Tonaquint names industry veteran CEO

November 13, 2024
Philbert Shih

Data centre operator Tonaquint named Jim Buie as CEO. ...

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Bain takes majority stake in AQ Compute for AI-ready data centres in Europe

November 13, 2024
Sacha Kavanagh

Bain Capital agreed to buy 80% of AQ Compute, which has one operational data centre in Norway, one u...

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KKR, Energy Capital Partners form $50b partnership to enable hyperscale, AI data centre infrastructure

November 13, 2024
Philbert Shih

KKR and Energy Capital Partners set up a strategic partnership worth $50b to support and enable hype...

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CIM Group moves data centres into 1547, Harrison Street JV

November 12, 2024
Philbert Shih

CIM Group sold a portfolio of four data centres to a joint venture between 1547 Critical Realty Syst...

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ODATA plots $1.3b expansion in Colombia

November 12, 2024
Sacha Kavanagh

ODATA, an Aligned Data Centers company, confirmed plans to expand in Colombia with two new data cent...

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Equinix opens new EMEA data centres in Istanbul, Johannesburg

November 12, 2024
Sacha Kavanagh

Equinix opened new data centres in Turkiye and South Africa. ...

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TikTok online in Norway; migrating European user data from US

November 12, 2024
Sacha Kavanagh

TikTok confirmed the first building at its data centre campus in Norway is operational. ...

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Duke Energy shared insights on demand profile in 3Q24 results

November 11, 2024
Philbert Shih

Duke Energy reported its 3Q24 results and provided some insights into the data centre demand it is s...

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Meta reports 3Q24 results; CapEx continues to climb, driven by servers, GPUs

November 11, 2024
Philbert Shih

Meta reported its 3Q24 results, which provided more insights into its CapEx investment levels. ...

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Akamai reports 3Q24 results; compute continues to be driver as business takes steps in long-term transition

November 11, 2024
Philbert Shih

Akamai reported its 3Q24 results, which continued to show healthy growth in the security and cloud c...

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Possible budget flush season would positively impact cloud and infrastructure

November 11, 2024
Philbert Shih

There is some discussion in the investment community about a coming budget flush that will potential...

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