Analyst Notes

M&A, power constraints, GPUs, data centre technology, earnings, cloud, edge nodes

June 17, 2024
Philbert Shih

Another busy week saw developments in M&A, more discussion around power constraints, public clo...

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1Q24 IB: Integrators, IT services firms, consultancies emerging as divestment sources

June 14, 2024
Philbert Shih

The divestment of data centre and managed infrastructure assets could start to come from outside the...

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1Q24 IB: Managed public cloud providers seeing positive, negative as stabilization settles in

June 14, 2024
Philbert Shih

The recent wave of enterprise cloud optimization has had both a positive and negative impact on mana...

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1Q24 IB: Public cloud egress fees coming down amid regulatory, end user pressures

June 14, 2024
Philbert Shih

There continues to be pressure being exerted on public cloud egrees fees and in the recent quarter, ...

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1Q24 IB: AI sparking company formation across segments, partnerships for scenarios

June 14, 2024
Philbert Shih

Rapidly emerging AI demand has sparked a wave of new company formation. ...

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1Q24 IB: Renewable energy procurement steady, sustainable technology, operations gaining ground

June 14, 2024
Philbert Shih

Hyperscalers and scaled data centre operators kept the pace up with renewable energy purchases to of...

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1Q24 IB: Hyperscale CapEx trending upwards on long-term basis; multiple drivers

June 14, 2024
Philbert Shih

Hyperscale platforms continue to increase CapEx spending to support cloud infrastructure expansion p...

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1Q24 IB: Hyperscale self-builds continue to shape data centre colocation sector

June 14, 2024
Philbert Shih

The past quarter saw self-build activity in global markets, with primarily AWS and Microsoft Azure l...

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1Q24 IB: More signs of stabilization across the sector

June 14, 2024
Philbert Shih

The 1Q24 reporting period provided more evidence that the sector has started to stabilize, building ...

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1Q24 IB: Few public cloud outages, but ripple effect when it does happen

June 14, 2024
Philbert Shih

There were few if any hyperscale cloud outages towards the end of last year, but the 1Q24 period did...

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1Q24 IB: Hyperscalers doubling down on cloud investments, fuelled by AI

June 14, 2024
Philbert Shih

AWS and Microsoft Azure are aggressively pumping more capital into markets around the world to suppo...

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1Q24 IB: Webscale providers pushing further to edge

June 14, 2024
Philbert Shih

Webscale providers are starting to decentralize further and expand their infrastructure footprints t...

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