Analyst Notes

New player DataOne launches in France with two former DXC data centres

December 3, 2024
Sacha Kavanagh

BSO launched DataOne what it claims will be Europe’s first giga-scale AI hosting infrastructure da...

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Iron Mountain reports 3Q24 results; 9MW of new leasing

December 2, 2024
Ainsley Woods

Iron Mountain reported its 3Q24 results, bringing in total data centre revenue of $153m. ...

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Akamai snaps up CDN contracts of Edgio business; end of the road for legacy and standalone CDN

December 2, 2024
Jim Davis

Akamai acquired a set of CDN customer contracts for content delivery and security from Edgio. Akamai...

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Cloudflare reports 3Q24 results; more consumption, compute driving to platform

December 2, 2024
Philbert Shih

Cloudflare reported its 3Q24 results, which showed more consistency as it continues to play a long-...

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GoDaddy reports consistent 3Q24 results

December 2, 2024
Philbert Shih

GoDaddy reported its 3Q24 results, which were consistent on a sequential basis. ...

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MI: Surge of development and investment activity in Bangkok, Taipei

November 29, 2024
Philbert Shih

The second tier of markets continues to emerge in APAC and the past few weeks saw a number of develo...

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MI: Rise in strategic activity coming out of Europe

November 29, 2024
Philbert Shih

For the second consecutive month, there was a steady volume of strategic activity across the sector....

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MI: Hyperscale CapEx continues to climb and widen TAM

November 29, 2024
Philbert Shih

The hyperscale CapEx numbers coming out of earnings season are good indicators for where the sector ...

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MI: Earnings season shows more steadiness and consistency across Internet infrastructure segments

November 29, 2024
Philbert Shih

The past month saw most of the sector report its 3Q24 results and the overall performance was steady...

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MI: JVs and partnerships scaling up to support pipeline of infrastructure demand

November 29, 2024
Philbert Shih

Large-scale partnerships and JVs are forming to provide the capital, resources and expertise necessa...

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MI: Data centre colocation leasing activity pushes forward

November 29, 2024
Philbert Shih

The past month saw more significant leasing activity. ...

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CoreWeave partners with Pure Storage to help customers with storage, data management

November 28, 2024
Philbert Shih

Pure Storage made a strategic investment in GPU-oriented cloud provider CoreWeave. ...

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