Analyst Notes

Melody Investment Advisors closes second fund above target

February 7, 2022
Al Lu

Melody Investment Advisors closed its second communications infrastructure fund at $1.95b against a ...

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Amazon reports 4Q21 results; yet more AWS acceleration (update)

February 7, 2022
Philbert Shih

Amazon reported its 4Q21 results, which again saw top-line growth acceleration and bottom line stead...

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Roblox releases details about outage; plans to continue using both data centres, public cloud

February 7, 2022
Philbert Shih

Gaming platform Roblox experienced an outage that last 73 hours back in October. Roblox confirmed th...

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StorPool shares data points on storage technology growth through service provider channel

February 7, 2022
Philbert Shih

StorPool, a storage software provider serving MSPs and service providers, shared data points about i...

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Rackspace acquires Just Analytics in APAC; scalable data expertise

February 7, 2022
Philbert Shih

Rackspace acquired Singapore-based Just Analytics, a data management-oriented consultancy focused on...

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Singapore’s CapitaLand to invest US$1.5b to develop data centre in India

February 7, 2022
Jabez Tan

The management team at Singapore’s CapitaLand Group confirmed plans to invest the equivalent of U...

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M&A, hyperscale, subscale cloud earnings, edge, managed SAP, expansions, geopolitics

February 7, 2022
Philbert Shih

It was another busy week across the sector. Earnings season kicked off and the public clouds were th...

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AtlasEdge acquires Leeds data centre to develop as UK regional aggregation hub

February 4, 2022
Sacha Kavanagh

AtlasEdge acquired the Cornelius House data centre in Leeds in the north of England from colocation,...

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HyperOne begins new hyperscale fibre network in Australia

February 4, 2022
Sacha Kavanagh

HyperOne began building a new 20k km digital backbone in Australia that will have capacity of over 1...

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Google reports 4Q21 results; steady growth, pieces in place for driving more scale

February 3, 2022
Philbert Shih

Google reported its 4Q21 results and this included data points and insights for the Google Cloud bus...

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Amazon reports 4Q21 results; yet more AWS acceleration

February 3, 2022
Philbert Shih

Amazon reported its 4Q21 results and included the usual split for the AWS cloud business. ...

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ColoHouse expands Miami data centre with third data hall opening

February 3, 2022
Al Lu

ColoHouse opened MIA3, the third data hall of its downtown Miami facility at 36 NE 2nd Street. ...

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