Analyst Notes

A doubling of data centres actually understates velocity of hyperscale expansion

February 3, 2021
Philbert Shih

Industry publications have paid a great deal of attention lately to a new data point about hyperscal...

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Telecom Italia launches cloud and data centre arm Noovle

February 3, 2021
Sacha Kavanagh

As outlined last November TIM (Telecom Italia) spun out its cloud and data centre business into a ne...

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COPT completes second data centre JV with Blackstone

February 3, 2021
Sacha Kavanagh

COPT REIT recently completed its new data centre JV with funds affiliated with Blackstone Real Estat...

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Equinix expanding in Helsinki, Finland

February 3, 2021
Sacha Kavanagh

Equinix is investing €32m to expand its HE5 and HE7 data centres in Helsinki, Finland. ...

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Wasabi raises debt financing to broaden cloud storage footprint

February 3, 2021
Sacha Kavanagh

Boston-based cloud storage firm Wasabi raised $27.5m in debt financing from MGG Investment Group. ...

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Magrathea turns to Pulsant for colocation

February 2, 2021
Sacha Kavanagh

Magrathea Telecommunications, a UK-based provider of wholesale telecoms network services, selected P...

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Amazon reports 4Q20 results; AWS margin dip cyclical, trajectory unmoved with acceleration potential

February 2, 2021
Philbert Shih

Amazon reported its 4Q20 and 2020 results. It was another typically strong year for the AWS cloud ar...

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AWS CEO Andy Jassy to replace Jeff Bezos as Amazon CEO

February 2, 2021
Philbert Shih

Amazon CEO Jeff Bezos will step down and take the role of executive chair of Amazon’s board. ...

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Chindata aims to be carbon-neutral by 2030; renewables now 37% of portfolio

February 2, 2021
Jabez Tan

Chindata shared its roadmap to be carbon-neutral for all its hyperscale data centres in China by 203...

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Court Square Capital Partners acquires stake in MSP Thrive

February 2, 2021
Philbert Shih

MSP Thrive, based in the Boston area, completed a re-capitalization of the business. ...

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Microsoft reports FY2Q21 results; uptick in Azure, LinkedIn growth, data centre consumption

February 2, 2021
Philbert Shih

Microsoft reported its FY2Q21 results (CY4Q20), which showed an uptick in growth across a number of ...

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DigiPlex buys land for more Oslo data centres

February 2, 2021
Sacha Kavanagh

DigiPlex acquired a 60k sqm plot of land at Treklyngen industrial park, about 65km north of Oslo. ...

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