Analyst Notes

WSS: Steady performance in webscale, managed infrastructure, while hyperscale set to accelerate amid strong demand signals, global expansion, investments

June 16, 2025
Philbert Shih

A busy week across the sector saw the tail end of earnings season, while there was again significan...

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FCDC plans 500MW data centre in Rovaniemi, Finland

June 13, 2025
Ainsley Woods

Finnish property developer FCDC plans to build a data centre in Rovaniemi, Finland on a site that ca...

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Immersion cooling operational in NorthC data centre in the Netherlands; reducing carbon emissions

June 13, 2025
Sacha Kavanagh

NorthC Group disclosed that a customer is using immersion cooling at its Rotterdam data centre in th...

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US Signal expands Detroit, Des Moines data centres, adds fibre; aiming to serve AI

June 13, 2025
Philbert Shih

US Signal confirmed plans to expand its Detroit, Michigan and Des Moines, Iowa data centres. ...

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OVHcloud reports 1HFY25 results; stays on pace

June 13, 2025
Philbert Shih

OVHcloud reported its 1HFY25 results. ...

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Amazon acquires 97 acres in Leesburg, Virginia

June 12, 2025
Vivian Kong

Amazon has acquired land in Leesburg, Virginia for a new data centre development. ...

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Sify unveils AI-focused pay-per-use colocation

June 12, 2025
Swapna Subramani

Sify Technologies introduced a pay-per-use colocation pricing model across its NVIDIA-certified, AI-...

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Global Infrastructure Partners, CP Group, True IDC partner for data centres in Thailand

June 12, 2025
Philbert Shih

Global Infrastructure Partners, Charoen Pokphand Group and Thailand-based True IDC formed a partners...

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Oracle reports 4QFY25 results; healthy growth expected to accelerate

June 11, 2025
Philbert Shih

Oracle reported its 4QFY25 results, which showed the OCI business pushing forward aggressively as de...

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Digital Edge forms JV with B.Grimm Power to enter Thailand market; 100MW build in Chonburi

June 11, 2025
Philbert Shih

Digital Edge formed a JV with private energy company B.Grimm Power to build hyperscale data centres ...

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Amazon to invest $10b in North Carolina for cloud infrastructure

June 11, 2025
Vivian Kong

Amazon will invest $10b for a new data centre campus in Richmond County, North Carolina. ...

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HostPapa acquires CloudBlue assets from Ingram Micro to enhance indirect go-to-market strategy; closes credit facility

June 11, 2025
Philbert Shih

Managed infrastructure and hosting provider HostPapa acquired the CloudBlue business from Ingram Mic...

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