Analyst Notes

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...

Read more...

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. ...

Read more...

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...

Read more...

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. ...

Read more...

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 ...

Read more...

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. ...

Read more...

InstaDeep selects Kao Data for HPC colocation

February 2, 2021
Sacha Kavanagh

Kao Data signed up London-based AI start-up InstaDeep as an HPC customer at its campus in Harlow, no...

Read more...

IONOS acquires site builder tool CM4all

February 1, 2021
Philbert Shih

SMB hoster IONOS acquired website building software tool CM4all and its parent company WE22 AG. ...

Read more...

Rackspace re-finances debt as it looks to fund growth initiatives

February 1, 2021
Antonio Piraino

Rackspace disclosed plans to re-finance nearly $2.9b in debt as interest rates have hit historically...

Read more...

Optus call centres to utilize Google Cloud’s AI tools for contact centres

February 1, 2021
Al Lu

Google Cloud entered a three-year partnership with Optus and will deploy its AI tools in the latter�...

Read more...

Limelight names ex-CEO of Alert Logic as new CEO

February 1, 2021
Al Lu

Bob Lyons will replace Bob Lento as president and CEO of Limelight Networks. ...

Read more...

CyrusOne to run Texas sites on renewable energy

February 1, 2021
Al Lu

CyrusOne confirmed plans to buy 67MW of renewable energy from Enel Green Power’s 284MW Azure Sky s...

Read more...