Analyst Notes

GDS reports 3Q20 results; continued hyperscale leasing momentum in Langfang

November 30, 2020
Jabez Tan

GDS reported its 3Q20 results, which reflected healthy hyperscale cloud demand across its Langfang (...

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CyrusOne reports 3Q20 results; lighter leasing quarter, hyperscale lumpiness

November 30, 2020
Jabez Tan

CyrusOne reported its 3Q20 results, which reflected a slower leasing quarter on the hyperscale side....

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DartPoints acquires Metro Data Centers in Dublin, Ohio; interconnection in edge markets

November 30, 2020
Philbert Shih

Dartpoints acquired Metro Data Centers (MDC), a Dublin, Ohio-based provider of colocation, interconn...

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Microsoft to launch Sweden cloud region in 2021

November 30, 2020
Sacha Kavanagh

Microsoft will launch a new cloud region in Sweden next year, having confirmed the construction of d...

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NTT Munich 2 becomes DE-CIX enabled data centre

November 30, 2020
Sacha Kavanagh

NTT GDC’s Munich 2 data centre in Germany will become a DE-CIX enabled site. ...

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ODATA plans to enter Mexico with new hyperscale build; Chile on the cards?

November 30, 2020
Sacha Kavanagh

Local media reports Brazil’s ODATA (which operates data centres in Brazil and Colombia) will open ...

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Equinix to build third data centre in Osaka

November 30, 2020
Jabez Tan

Equinix will make an initial investment of US$55m to build its third data centre (OS3) in Osaka, Jap...

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Digital Realty to build 250MW data centre campus in Sydney, Australia

November 30, 2020
Jabez Tan

Digital Realty acquired two additional land parcels in western Sydney totalling 16.2 hectares. ...

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Rackspace brings managed AWS to Australian market

November 30, 2020
Philbert Shih

Rackspace extended its managed AWS capabilities to Australia. ...

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M&A, edge, connectivity, partnerships, earnings

November 30, 2020
Philbert Shih

The sector continued to push forward even with the slowdown in the US for the Thanksgiving holiday. ...

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Telefonica considers submarine cable sale

November 27, 2020
Sacha Kavanagh

Media reports Telefonica has begun talks with potential investors to sell its submarine cable assets...

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Kao Data brings in new CEO

November 27, 2020
Sacha Kavanagh

The UK’s Kao Data named Lee Myall as its CEO, taking over from CCO Paul Finch who’s been interim...

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