Analyst Notes

Partners Group acquires GreenSquareDC; plans $750m investment in Australia

March 17, 2025
Jabez Tan

Partners Group confirmed the acquisition of acquire GreenSquare Data Centres (GreenSquareDC), a data...

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American Tower reports 4Q24, FY24 results; steady growth and long-term plan in place

March 17, 2025
Philbert Shih

American Tower reported its 4Q24 and FY24 results, which included details about the CoreSite data ce...

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WSS: CoreWeave set to go public and continues to build footprint as data centre operators raise capital to support it

March 17, 2025
Philbert Shih

AI continues to develop and the massive infrastructure needed to support it is being built out by h...

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Atmosera hires new chief revenue officer

March 15, 2025
Philbert Shih

Managed public cloud provider Atmosera brought in Matt Friedman as chief revenue officer. ...

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4Q24 IB: Various scenarios where demand exceeds supply

March 14, 2025
Philbert Shih

Demand exceeding supply continues to persist in various pockets of the market. ...

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4Q24 IB: Hyperscale CapEx showing no signs of slowing down and still climbing

March 14, 2025
Philbert Shih

Hyperscale CapEx numbers continued on its trajectory and took another step up in the recent quarter....

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4Q24 IB: GPU clouds continue to expand, marshal resources creatively

March 14, 2025
Philbert Shih

GPU cloud providers continue to expand. ...

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4Q24 IB: Infrastructure business models pivoting again

March 14, 2025
Philbert Shih

Business model recalibration continues across the sector. ...

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4Q24 IB: Interoperability emerging between public clouds

March 14, 2025
Philbert Shih

Public cloud interoperability continues to spread with Oracle Cloud a driving force behind it. ...

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4Q24 IB: Shifting hyperscale requirements impact self-build versus lease strategies

March 14, 2025
Philbert Shih

The decision-making process behind choosing to lease data centre colocation or self-build is never m...

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4Q24 IB: Edge-hyperscale represents market inefficiency that inferencing will help drive demand to

March 14, 2025
Philbert Shih

Edge-hyperscale data centre colocation continues to emerge as a market inefficiency as operators hav...

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4Q24 IB: Investors looking to energy to bet on upside, value chain of hyperscale, AI

March 14, 2025
Philbert Shih

Investors are looking at the massive value chain of hyperscale and AI infrastructure and looking for...

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