Analyst Notes

Microsoft construction of data centre for cloud region in Taiwan underway

August 7, 2024
Philbert Shih

Microsoft disclosed some data points on its progress with the cloud infrastructure region it is buil...

Read more...

Equinix acquires land in Cyberjaya, Malaysia for third data centre build

August 6, 2024
Jabez Tan

Equinix invested RM23m (USD ~$5m) to acquire land from Cyberview Sdn Bhd for its third data centre b...

Read more...

Meta reports 2Q24 results; data points about CapEx, data centre deployment strategy

August 6, 2024
Philbert Shih

Meta reported its 2Q24 results, which included insights about its CapEx and data centre expansion ef...

Read more...

CrowdStrike update brings down Microsoft Azure; reinforces needs to review and have processes

August 6, 2024
Philbert Shih

CrowdStrike recently implemented a security update that caused a Microsoft Azure outage that had a c...

Read more...

Africa Data Centres adds Cape Town capacity

August 6, 2024
Sacha Kavanagh

Africa Data Centres doubled the capacity of its CPT1 data centre in Cape Town with an additional 6MW...

Read more...

Microsoft reports FY4Q24 results; slight growth moderation amid ongoing capacity constraints

August 5, 2024
Philbert Shih

Microsoft reported its FY4Q24 (CY2Q24) results, which included data points on the Azure cloud infras...

Read more...

DataBank breaks ground on new Ashburn data centre

August 5, 2024
Vivian Kong

DataBank confirmed it has started construction on its third data centre in Ashburn, VA. ...

Read more...

Amazon reports 2Q24 results; more growth acceleration amid subsiding headwinds

August 5, 2024
Philbert Shih

Amazon reported its 2Q24 results, which showed more growth acceleration as headwinds continue to sub...

Read more...

QTS acquires hundreds of acres outside of Richmond, VA

August 5, 2024
Vivian Kong

Media reports confirm that QTS has secured full ownership of a 622-acre site in Sandston, VA. ...

Read more...

Google reports 2Q24 results; Google Cloud showing steady growth acceleration, AI demand signals

August 5, 2024
Philbert Shih

Alphabet reported its 2Q24 results, which included numbers and data points for the Google Cloud busi...

Read more...

Vantage secures financing to expand Québec City data centre campus

August 5, 2024
Vivian Kong

Institutional investment group CDPQ will provide $75m in senior financing to support the expansion o...

Read more...

Etix Everywhere adds Lyon to France edge footprint

August 5, 2024
Sacha Kavanagh

Etix Everywhere expanded to Lyon with its acquisition of HosteLyon. ...

Read more...