Analyst Notes

DAMAC’s EDGNEX acquires Hyperco in Finland

April 9, 2025
Sacha Kavanagh

Dubai-based EDGNEX Data Centers by DAMAC acquired Finland-based Hyperco for an undisclosed amount. ...

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Telehouse plans new Marseille data centre, expansions in Paris

April 9, 2025
Sacha Kavanagh

Telehouse went on record that it will build a ~50MW data centre in the French department of Bouches-...

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Eurazeo, Metrobloks partner for metro-oriented edge-hyperscale data centres in Europe, US; acquires site in Miami, FLA

April 8, 2025
Sacha Kavanagh

France-based investment company Eurazeo, through its new EZORE fund, disclosed a €100m investment ...

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T5 Data Centers acquires site for fifth data centre in Chicago

April 8, 2025
Vivian Kong

T5 Data Centers acquired a site for its CHI V data centre facility in Elk Grove Village, outside Chi...

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Akamai partners for VPUs; looking for market gaps while targeting specific vertical needs

April 8, 2025
Philbert Shih

Akamai rolled out a new line of cloud infrastructure instances oriented to the media and content ver...

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Equinix signs up financial services customer in Switzerland

April 8, 2025
Sacha Kavanagh

Equinix signed up Transaction Network Services as a customer at its ZH4 data centre in Zurich, Switz...

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Oracle Cloud moving towards setting up cloud infrastructure node in Batam, Indonesia

April 8, 2025
Philbert Shih

Media reports and industry chatter point to Oracle Cloud working towards deploying a cloud infrastru...

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Provident, PowerHouse form JV to build hyperscale campus in DFW area; master-planned and powered shell model

April 7, 2025
Philbert Shih

Provident Data Centers, based in Dallas, Texas, is a new data centre operating arm launched by Provi...

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GoDaddy reports 4Q24 and FY24 results; growth driven by value-add services

April 7, 2025
Philbert Shih

GoDaddy reported its 4Q24 and FY24 results, which showed steady progress on all fronts. ...

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Google said to be working with CoreWeave for possible overflow capacity

April 7, 2025
Philbert Shih

Media outlets citing multiple sources are reporting that Google is in the process of negotiating and...

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InfraVia takes stake in iliad’s OpCore data centre business

April 7, 2025
Sacha Kavanagh

France’s iliad Group closed the previously announced sale of a 50% stake in its OpCore data ce...

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Microsoft oversupply build situation seems to be near-term and the results of various dynamics; all signs point to little overall demand drop-off

April 7, 2025
Philbert Shih

In late February, various media outlets cited research commentary published by equity analysts that ...

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