Analyst Notes

Microsoft signs PPA for nuclear in PA; nuclear reactor site to be brought back online

October 8, 2024
Philbert Shih

Constellation Energy signed a 20-year energy purchase agreement with Microsoft as it looks to launch...

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Digital Realty refinances and increases revolving credit facilities to $4.5b

October 8, 2024
Ainsley Woods

Digital Realty has amended and expanded its existing $3.75b revolving credit facility to $4.2b, exte...

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CyrusOne breaks ground on second Aurora campus

October 8, 2024
Vivian Kong

CyrusOne broke ground on its new data centre campus in Aurora, Illinois. ...

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Ooredoo Group gets financing for building Mena Digital Hub

October 8, 2024
Philbert Shih

Ooredoo Group, based in Qatar, confirmed completion of QAR 2b in financing (close to USD $550m) to f...

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CyrusOne brings in senior executive responsible for energy

October 8, 2024
Philbert Shih

CyrusOne named Gene Alessandrini SVP of energy. ...

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Microsoft to invest €4.3b to boost AI infrastructure and cloud capacity in Italy

October 8, 2024
Ainsley Woods

Microsoft is planning to spend €4.3b over the next two years to expand cloud and AI infrastructure...

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EcoDataCenter secures funds for expansion

October 8, 2024
Sacha Kavanagh

Sweden’s EcoDataCenter issued SEK1b (~US$97m) in senior unsecured bonds. ...

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Huawei Cloud shares data point on cloud growth in SG

October 7, 2024
Philbert Shih

Huawei Cloud disclosed a useful data point to media outlets about cloud infrastructure growth in Sin...

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Equinix to form $15b JV with GIC and CPP Investments to expand xScale footprint across the US

October 7, 2024
Ainsley Woods

We caught up with management at Equinix to discuss its recent JV announcement aimed at expanding its...

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WSS: Demand profile for the sector remains strong and is driving investment and new opportunities

October 7, 2024
Philbert Shih

We had a slower publishing week due to the infra / STRUCTURE summit in Las Vegas. A big thanks fr...

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MI: Demand profile across sector showing more movement in positive direction

October 4, 2024
Philbert Shih

The demand profile for the sector continues to push forward, though there are some different dynamic...

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MI: Hyperscalers investing heavily in public cloud infrastructure; still the main driver

October 4, 2024
Philbert Shih

Sometimes lost amid the conversation around AI is the simple fact that hyperscale public cloud is st...

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