Analyst Notes

Flexential expands with new data centre in Denver

May 21, 2024
Vivian Kong

Flexential confirmed plans to expand footprint with a fifth data centre in the Denver market. ...

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ESR to develop 60MW data centre in central Tokyo

May 21, 2024
Jabez Tan

ESR confirmed plans to develop its fourth data centre site in Japan. ...

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Microsoft job listing indicates more EMEA self-builds

May 21, 2024
Sacha Kavanagh

Microsoft recently posted a job opening for an expedited transactions land acquisitions manager in E...

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Microsoft, Amazon make cloud investments in France

May 21, 2024
Sacha Kavanagh

The annual Choose France Summit resulted in big investment announcements by both Amazon and Microsof...

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AirTrunk brings online initial 60MW phase at west Tokyo data centre campus

May 20, 2024
Jabez Tan

AirTrunk brought online its second data centre campus in Tokyo. ...

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Equinix reports 1Q24 results; sees strength in xScale leasing

May 20, 2024
Jabez Tan

Equinix reported its 1Q24 results, which reflected a strong quarter in xScale leasing driven by hype...

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Tract acquires land in Hannover, Virginia for master-planned data centre park

May 20, 2024
Philbert Shih

Tract, a Denver-based master-planned data centre park operator, confirmed the acquisition of 1,200 a...

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Brookfield, Microsoft sign renewable energy agreement

May 20, 2024
Philbert Shih

Brookfield Asset Management, Brookfield Renewable and Microsoft signed a five-year global renewable...

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Digital Realty reports 1Q24 results; revenue growth down, but seeing strong demand with record leasing

May 20, 2024
Ainsley Woods

Digital Realty reported its 1Q24 results, which showed revenue down on both a sequential and yearly ...

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Cloudflare reports 1Q24 results; consistent performance, GPU momentum and platform benefits

May 20, 2024
Philbert Shih

Cloudflare reported its 1Q24 results, which showed some slight deceleration after a period of stabil...

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CoreWeave opens new offices in London, plans to invest £1b in UK; closes $7.5b in debt financing

May 20, 2024
Ainsley Woods

CoreWeave opened a new office in London, which will be its European headquarters. ...

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New law passed in Maryland; helps solve hurdles for Quantum Loophole in Frederick, Maryland

May 20, 2024
Philbert Shih

The State of Maryland just passed the Critical Infrastructure Streamlining Act of 2024 (CISA), which...

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