Analyst Notes

Meta reports 1Q24 results; CapEx to continue rising; self-build impact

April 29, 2024
Philbert Shih

Summary: Meta reported its 1Q24 results, which included some useful data points about its CapEx traj...

Read more...

Rogers confirms efforts to divest data centre portfolio

April 29, 2024
Philbert Shih

Rogers Communications in Canada confirmed on its recent earnings call that it was actively looking a...

Read more...

Apple signs solar PPA in Spain

April 29, 2024
Ainsley Woods

Apple signed a PPA with ib vogt in Spain for 105MW of solar power from the Castaño Solar project in...

Read more...

Quantum Loophole building nature reserve on-site to capture carbon; Rowan Infrastructure to land

April 29, 2024
Philbert Shih

Quantum Loophole began developing a nature reserve and signed a new tenant at its master-planned dat...

Read more...

Cloud, GPUs, SaaS migrations, Europe, ESG, power constraints, optimizations

April 29, 2024
Philbert Shih

A busy week saw activity in cloud infrastructure and GPUs, more enterprise and SaaS movement betwee...

Read more...

Vantage secures $3b green loan to fund North American expansion

April 26, 2024
Vivian Kong

Vantage Data Centers secured a $3b green loan to fund its data centre development efforts in North A...

Read more...

Zayo expanding European ‘near-net’ connectivity

April 26, 2024
Sacha Kavanagh

Zayo confirmed plans to expand its near-net footprint in Europe to provide greater accessibility to ...

Read more...

Altibox Carrier’s new fibre route delivers diversity, lower latency in Norway

April 26, 2024
Sacha Kavanagh

Norwegian fibre provider Altibox Carrier, part of Lyse Energy Group, completed a new 485km fibre rou...

Read more...

Alibaba Cloud cutting prices in global market locations

April 26, 2024
Philbert Shih

Alibaba Cloud confirmed plans to cut pricing for some of its core cloud infrastructure services. ...

Read more...

IBM shares data centre energy usage and efficiency data points in latest ESG report

April 26, 2024
Jabez Tan

IBM disclosed some interesting data points related to its data centre footprint and energy usage wit...

Read more...

Digital Crossroad nearing capacity for first phase data centre in Indiana

April 26, 2024
Philbert Shih

Digital Crossroad launched a data centre in Hammond, Indiana close to Chicago, that is reported to b...

Read more...

Salesforce migrating large server estate within its data centres

April 25, 2024
Philbert Shih

Salesforce is reported to be working on a major migration of its server infrastructure in its data c...

Read more...