Analyst Notes

Digital Colony planning second, larger fund?

May 27, 2020
Sacha Kavanagh

Media reports indicate Digital Colony is in discussions with potential investors for a second fund o...

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Microsoft 1Q20 cloud results impacted by cloud growth amid pandemic

May 26, 2020
Philbert Shih

Microsoft reported its 3Q20FY results, which revealed dynamics about the cloud infrastructure busine...

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Colt offering optimised IP access to Microsoft Azure

May 26, 2020
Daniel Beazer

Colt added optimised Internet connectivity to its range of options for reaching Microsoft‘s cloud....

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DE-CIX rolls out direct cloud connectivity in India

May 26, 2020
Sacha Kavanagh

DE-CIX launched its DirectCLOUD service in Mumbai. ...

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21Vianet reports 1Q20 results; pivoting from retail colocation to hyperscale

May 26, 2020
Jabez Tan

21Vianet reported its 1Q20 results, which showed a pivot from its traditional retail colocation busi...

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NEXTDC discloses additional 12MW of contracted capacity in Melbourne

May 26, 2020
Jabez Tan

NEXTDC disclosed an additional 6MW in signed leases at its Melbourne, Australia data centres. ...

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GDS reports 1Q20 results; signs three large hyperscale deals in the quarter

May 25, 2020
Jabez Tan

GDS reported its 1Q20 results, which reflected healthy hyperscale cloud demand despite the COVID-19 ...

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Oracle shows range of capabilities with Agroscout win

May 25, 2020
Daniel Beazer

Oracle disclosed an interesting AI use case in the field of agriculture. ...

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Details emerge about Google Cloud regions in Italy

May 25, 2020
Sacha Kavanagh

Google Cloud revealed it will launch new regions in Italy in Turin and Milan, with another to come i...

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New hyperscale data centre underway in Brussels

May 25, 2020
Sacha Kavanagh

We came across KevlinX, which is building a 50k sqm 68MW data centre in Brussels. ...

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Capital raises, earnings, interconnection, expansions

May 25, 2020
Philbert Shih

Long weekends did not slow activity in the sector and there were a number of notable developments ac...

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Cologix rolls out FastConnect for Oracle Cloud

May 22, 2020
Philbert Shih

Cologix rolled out the FastConnect interconnection service for Oracle Cloud in its data centres. ...

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