Analyst Notes

TDCG, NLDC re-brands to NorthC; expansion beyond the Netherlands on the cards

March 11, 2020
Sacha Kavanagh

Dutch data centre operators The Datacenter Group (TDCG) and NLDC, which merged last summer, have reb...

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Cloud growth in a potential recession; flawed bullish and bearish arguments

March 11, 2020
Philbert Shih

The ongoing ramifications of the COVID-19 virus outbreak and stumbling markets continue to raise con...

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Public cloud views on deal sizes; partner threshold

March 11, 2020
Philbert Shih

We got some interesting feedback about how public clouds assess deals that should go to partners and...

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Europe hoping to challenge hyperscaler dominance with GAIA-X

March 11, 2020
Daniel Beazer

A consortium of European companies and governments are coming together to put together an alternativ...

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Google becomes MLB’s official cloud, data and analytics partner

March 11, 2020
Sacha Kavanagh

Major League Baseball named Google as its official cloud partner and official cloud data and analyti...

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Digital Realty opens third Dublin data centre

March 11, 2020
Sacha Kavanagh

Digital Realty officially opened its third data centre in Dublin. ...

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Australia government move out of Global Switch to take longer than expected

March 10, 2020
Jabez Tan

Media reports indicate that the Australian government migration initiative out of the Global Switch ...

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Green Datacenter names new COO

March 10, 2020
Sacha Kavanagh

Switzerland’s Green Datacenter appointed Andrea Luigi Campomilla to the new role of COO. ...

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Microsoft to open Spain data centre region as part of wider Telefónica tie-up

March 10, 2020
Sacha Kavanagh

Microsoft and Telefónica expanded their global strategic partnership with three focus areas. ...

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Lendlease names new MD for data centre joint venture

March 9, 2020
Jabez Tan

Lendlease named Sam Lee as its managing director of data centres based out of Singapore. ...

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Equinix opens third Warsaw data centre

March 9, 2020
Sacha Kavanagh

Equinix opened its third data centre in Warsaw, Poland. ...

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Hyperscale, global expansions, earnings, Brexit, M&A

March 9, 2020
Philbert Shih

Hyperscale continues to expand and the global cloud build out has pushed all parts of the ecosystem ...

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