Analyst Notes

ByteDance reported to be re-financing debt in advance of expansion initiatives; infrastructure implications

September 9, 2021
Philbert Shih

Media reports indicate ByteDance, parent of popular social media platform TikTok, is looking to re-f...

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EdgeConneX’s 100Gbps AWS Direct Connect node in Portland, Oregon

September 9, 2021
Al Lu

EdgeConneX brought online a 100Gbps AWS Direct Connect node at its Portland data centre campus. ...

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Novva Data Centers acquires Colorado Springs data centre campus for $38.5m

September 9, 2021
Al Lu

Novva Data Centers bought a 37-acre campus, occupied by a 190k sqft and 6MW data centre, in Colorado...

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Digital Ocean acquires serverless technology provider Nimbella

September 9, 2021
Philbert Shih

Digital Ocean made a technology acquisition, picking up Nimbella, a serverless platform built on top...

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Azion uses Radware security platform for bot detection

September 9, 2021
Philbert Shih

Azion, a Brazil-based edge computing and CDN provider, partnered with security vendor Radware. ...

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Switch considering REIT options

September 8, 2021
Sacha Kavanagh

Switch is evaluating a REIT election as well as its capital allocation plan, capital structure and a...

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Scala to be 100% renewable in Brazil by 2033

September 8, 2021
Sacha Kavanagh

DigitalBridge-owned Scala Data Centers signed a power purchase agreement for over 1,600GWh of renewa...

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NEXTDC reports 1H21 results; seeing the next wave of hyperscale demand

September 8, 2021
Jabez Tan

NEXTDC reported its 1H21 (FY21) results, with steady revenue growth and a pipeline that is quickly f...

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Estimates on AWS split between raw infrastructure and value-add

September 7, 2021
Philbert Shih

AWS does not share a ton of financial detail about the cloud business, but third party research we c...

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Navarik builds hybrid cloud with Equinix in Seattle and Google Cloud

September 7, 2021
Sacha Kavanagh

Vancouver-based Navarik, a SaaS provider of real-time petroleum tracking and inspection data intelli...

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Sun Life going cloud first with AWS

September 7, 2021
Sacha Kavanagh

Insurance company Sun Life selected AWS as its long-term strategic cloud technology provider. ...

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Korean MSP Metanet Tplatform secures investment

September 7, 2021
Sacha Kavanagh

Singapore-based PE firm Affirma Capital is investing US$100m in Korean MSP and Azure partner Metanet...

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