Analyst Notes

Lendlease to build hyperscale data centre campus in Tokyo; 50% pre-leased

August 31, 2021
Jabez Tan

Lendlease confirmed its first data centre development in Japan through its Lendlease Data Centre Par...

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Blackstone completes acquisition of QTS; long-term outlook and strategy

August 31, 2021
Philbert Shih

Blackstone completed its acquisition of QTS for ~$10b and the company no longer trades on public mar...

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Microsoft poaches AWS senior cloud executive

August 31, 2021
Sacha Kavanagh

Media reports indicate Microsoft has hired long-time AWS exec Charlie Bell. ...

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MSP Thrive acquires Azure partner S7 Technology Group

August 31, 2021
Sacha Kavanagh

Boston-based MSP Thrive recently acquired S7 Technology Group. ...

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AMPD expands to Europe for HPC compute; partners with Equinix for data centres

August 31, 2021
Philbert Shih

Vancouver’s AMPD established a European subsidiary in Dublin, Ireland and partnered with Equin...

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Princeton Digital Group building expansion at Jakarta data centre campus

August 30, 2021
Philbert Shih

Singapore-based Princeton Digital Group disclosed plans to build a $150m greenfield data centre in J...

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Ivrnet uses eStruxture’s data centre in Calgary

August 30, 2021
Philbert Shih

Canadian data centre operator eStruxture disclosed ISV Ivrnet as a customer in its Calgary-based dat...

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Equinix reports 2Q21 results; notable growth in Equinix Metal; commentary around hyperscale leasing dynamics

August 30, 2021
Jabez Tan

Equinix reported its 2Q21 results, which reflected stable bookings growth driven by its Americas bus...

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CyrusOne discusses European business, Madrid entry

August 30, 2021
Sacha Kavanagh

We caught up with CyrusOne management in Europe to get insight into the business and expansions unde...

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Hyperscale, managed public cloud, APAC, Google Cloud, self-builds

August 30, 2021
Philbert Shih

The past week saw more activity in hyperscale, strategic developments and executive hires in APAC a...

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New fund to develop data centres in Saudi Arabia

August 27, 2021
Sacha Kavanagh

Al Moammar Information Systems (MIS) and Saudi Fransi Capital recently signed an MoU to establish a ...

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Ingram Micro Cloud distributing AWS cloud services to public sector in Canada

August 27, 2021
Philbert Shih

Ingram Micro Cloud in Canada began reselling AWS cloud services to public sector organizations. ...

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