Analyst Notes

Digital Realty, Oracle Cloud set up AI node in NoVA

May 8, 2024
Philbert Shih

Oracle Cloud deployed GPU-based infrastructure in a Digital Realty data centre in Northern Virginia....

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UK competition agency looks into Amazon, Microsoft AI partnerships

May 7, 2024
Sacha Kavanagh

The UK’s Competition and Markets Authority asked for comments on partnerships between large techno...

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Dominion Energy reports 1Q24 results; discloses data centre power capacity metrics in NoVA market

May 7, 2024
Jabez Tan

Northern Virginia power utility provider Dominion Energy reported its 1Q24 earnings results. ...

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Fastly reports 1Q24 results; revenue growth to slow, guidance impact

May 6, 2024
Philbert Shih

Fastly reported its 1Q24 results, which were at the mid-point of guidance. However, Fastly had to di...

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Tract breaks ground on master-planned data centre park in Reno, Nevada

May 6, 2024
Philbert Shih

Tract confirmed it has broken ground on its master-planned data centre park at the Peru Shelf Techno...

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AWS invests $11b in Indiana for data centre development; East to Midwest bridge

May 6, 2024
Vivian Kong

AWS confirmed plans to invest $11b in Indiana to build data centres in St. Joseph County at the Indi...

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T5 Data Centers expands in Chicago

May 6, 2024
Vivian Kong

T5 Data Centers confirmed plans to expand its footprint in the Chicago market with a new campus in G...

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CoreWeave raises $1.1b in Series C funding round

May 6, 2024
Philbert Shih

GPU cloud provider CoreWeave raised $1.1b in new funding in a Series C round. ...

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Microsoft reports FY3Q24 results; more AI-driven growth, CapEx increases

May 6, 2024
Philbert Shih

Microsoft reported its FY3Q24 results, which again showed revenue growth acceleration, though capaci...

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Microsoft to invest $2.2b in Malaysia for cloud and AI

May 6, 2024
Philbert Shih

Microsoft confirmed plans to invest $2.2b in Malaysia for cloud computing and AI infrastructure and ...

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Colt TCS launches 400G IP ports across FLAP route

May 6, 2024
Sacha Kavanagh

Colt Technology Services rolled out 400Gbps IP transit ports across the Frankfurt, London, Amsterdam...

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Earnings, hyperscale, acceleration, GPUs, M&A, CapEx, expansions, global markets

May 6, 2024
Philbert Shih

It was another busy week across the sector. Earnings season kicked off and the hyperscale platforms...

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