Analyst Notes

M&A, MSP, earnings, public cloud, JV, APAC, expansions

November 1, 2021
Philbert Shih

The past week saw more M&A activity, the kick off of earnings season, global data centre expansi...

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Equinix Metal adds to support for Kubernetes vendors

October 29, 2021
Philbert Shih

Equinix expanded the number of Kubernetes vendors it supports on the Equinix Metal infrastructure se...

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FCC to revoke China Telecom’s operating license in the US; data centre implications

October 29, 2021
Jabez Tan

The US Federal Communications Commission (FCC) has voted to revoke the operating license of the US s...

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DataBank expands KC3 site in Lenexa, Kansas

October 29, 2021
Al Lu

DataBank confirmed plans to expand its KC3 facility in Lenexa, Kansas. ...

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Equinix to build fifth Manchester data centre, updates on London expansions

October 29, 2021
Sacha Kavanagh

We caught up with Equinix management in the UK as it announces its fifth data centre in Manchester, ...

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CloudWave shares leasing data points, pushing in healthcare vertical

October 28, 2021
Philbert Shih

CloudWave, acquired earlier this year by Abry Partners, launched new healthcare-oriented infrastruct...

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NXP Semiconductors moves from on-premise to AWS cloud

October 28, 2021
Philbert Shih

Netherlands-based NXP Semiconductors N.V. confirmed AWS as its preferred cloud provider. ...

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Microsoft reports FY1Q22 results; Azure growth steady, large deal unevenness, more upside for data centres

October 28, 2021
Philbert Shih

Microsoft reported its FY1Q22 (CY3Q21) results, which again showed forward progress for the Azure cl...

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PEACE subsea cable lands in Marseille, France

October 28, 2021
Ainsley Woods

The Pakistan and East Africa Connecting Europe (PEACE) subsea cable has landed in Marseille, France....

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Global Switch releases data points on leasing activity in 2020; additional portfolio details

October 28, 2021
Jabez Tan

Global Switch signed 50MW in new and renewal leasing activity in 2020 across its portfolio of 13 dat...

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Edge DC launches Edge1 in downtown Jakarta, Indonesia; hyperscale, interconnection

October 28, 2021
Philbert Shih

Edge DC, part of connectivity provider Indonet, officially launched its new data centre in downtown ...

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Alibaba Cloud planning for new cloud regions in South Korea, Thailand

October 28, 2021
Philbert Shih

Alibaba Cloud confirmed plans to build out cloud infrastructure regions in two new markets: South Ko...

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