Analyst Notes

Vantage Data Centers acquires more land near Cardiff, UK; AI demand drivers

May 15, 2024
Sacha Kavanagh

Vantage Data Centers acquired a 158 acre plot in Bridgend near Cardiff, just under 30 miles from its...

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Vercara partners with Edgio for edge compute service

May 15, 2024
Jim Davis

Vercara, formerly known as Neustar Security Services, launched an edge computing service called Ultr...

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Zayo to carve out European business

May 15, 2024
Sacha Kavanagh

Zayo will carve out two businesses: one for Europe and one that manages customer needs outside its N...

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Broadcom to take over customer relationships for VMware Cloud on AWS

May 14, 2024
Philbert Shih

Broadcom confirmed a few changes with the VMware Cloud on AWS service. ...

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Amazon elevates AWS veteran to CEO role

May 14, 2024
Philbert Shih

Amazon confirmed that a new CEO will take over the AWS business. ...

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Data4 to develop a second campus in Milan

May 14, 2024
Ainsley Woods

Data4 plans to invest €500m in Vittuone, Italy, to build out its its second Milan campus, part of ...

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Akamai reports 1Q24 results; delivery sluggishness, compute momentum signify larger directional shifts for business

May 13, 2024
Philbert Shih

Akamai reported its 1Q24 results, which saw more growth in security and compute, while delivery cont...

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American Tower reports 1Q24 results; steady amid favourable and stabilizing trends

May 13, 2024
Philbert Shih

American Tower reported its 1Q24 results, which included details about the data centre colocation bu...

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Microsoft Azure launches Mexico cloud region

May 13, 2024
Sacha Kavanagh

Microsoft launched its Mexico Central Azure region based out of Querétaro. ...

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Earnings, hyperscale, master-planned parks, AWS, Southeast Asia, Microsoft, GPUs, partnerships

May 13, 2024
Philbert Shih

It was another busy week across the sector. We have more from earnings season, while there were mas...

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UK financial services firm building vast Finland data centre; or is it?

May 10, 2024
Sacha Kavanagh

Some reporting from the Financial Times that UK high-speed trader XTX Markets is building a ‘vast�...

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RapidScale partners with Proficio for SOC-as-a-service

May 10, 2024
Philbert Shih

RapidScale, part of Cox Communications, rolled out a new security service in partnership with Profic...

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