Analyst Notes

AWS to invest up to $4b for expansion in Hyderabad, India

September 17, 2024
Philbert Shih

AWS confirmed plans to invest further in its cloud infrastructure region in Hyderabad, India. ...

Read more...

Xcel Energy reports 2Q24 results; shares data centre demand details

September 17, 2024
Philbert Shih

Xcel Energy reported its 2Q24 results, which included commentary, disclosures and data points around...

Read more...

CyrusOne and KEPCO begin construction on 48MW data centre in Osaka’s Keihanna area

September 16, 2024
Jabez Tan

CyrusOne began construction on its first data centre (OSK1) in Japan through the CyrusOne KEP entity...

Read more...

STT GDC breaks ground on second data centre in Jakarta, Indonesia

September 16, 2024
Philbert Shih

STT GDC broke ground on its second data centre in Jakarta, Indonesia. ...

Read more...

Oracle reports 1QFY25 results; cloud growth continues amid supply-demand imbalance, infrastructure expanding

September 16, 2024
Philbert Shih

Oracle reported its 1QFY25 results, which showed more momentum and data points that speak to the ups...

Read more...

The age of fake data centres?

September 16, 2024
Daniel Golding

At a recent event, on a great panel with industry experts like Buddy Rizer, Rich Paul-Hus, and the a...

Read more...

Data4 to build campus in Athens, Greece

September 16, 2024
Sacha Kavanagh

France-based Data4 is entering the Greek market with plans for a two data centre campus to the east ...

Read more...

WSS: Trend lines and growth dynamics across Internet infrastructure

September 16, 2024
Philbert Shih

After most of the sector reports its quarterly earnings, we publish a quarterly update that provide...

Read more...

2Q24 IB: Executive Summary

September 13, 2024
Philbert Shih

The sector did not move off course in the recent 2Q24 period but pushed forward steadily and perform...

Read more...

2Q24 IB: Separation emerging fast between data centre infrastructure for traditional cloud and AI

September 13, 2024
Philbert Shih

There is separation rapidly emerging between traditional hyperscale compute and storage infrastructu...

Read more...

2Q24 IB: Hyperscale self-builds continue across emerging regions

September 13, 2024
Philbert Shih

Hyperscale self-builds continue to gain momentum. ...

Read more...

2Q24 IB: Demand driving new requirements, financing to procure power and ensure ability to deliver

September 13, 2024
Philbert Shih

As hyperscalers and data centre operators continue to procure power for infrastructure capacity, pre...

Read more...