Analyst Notes

165 Halsey Street adds data hall with more colocation capacity

April 16, 2024
Philbert Shih

165 Halsey Street confirmed a new expansion at its connectivity-centric data centre in Newark, New J...

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Goodman plans 126MW data centre in western Sydney

April 16, 2024
Jabez Tan

Goodman confirmed plans to develop a 126MW IT load data centre facility codenamed Project Pluto. ...

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Ensono helps customer move to AWS, rationalize data centre footprint in process

April 16, 2024
Philbert Shih

Ensono disclosed a managed public cloud engagement with an unnamed enterprise customer and shared so...

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Digital Edge names new group president

April 16, 2024
Philbert Shih

Digital Edge elevated co-founder and chief legal officer John Freeman to the role of group president...

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Cloudflare details surviving second data center outage in five months

April 16, 2024
Philbert Shih

Cloudflare shared a post-mortem on the second major outage it experienced at one of its key data cen...

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Microsoft assembling land in Columbus; Aligned acquired land as well; strong self-build market draws in colocation operators

April 15, 2024
Philbert Shih

Summary: Microsoft acquired land around Columbus, Ohio as it looks to be preparing to build out data...

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Equinix in plans to procure nuclear power for data centres in the US from Oklo; constraints pushing alternatives

April 15, 2024
Philbert Shih

Oklo, a California-based nuclear fission and clean power technology company, has confirmed through f...

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Amazon shares data points, insights about AWS in annual CEO letter to shareholders

April 15, 2024
Philbert Shih

Amazon CEO Andy Jassy put out a detailed letter to shareholders that included a number of useful ins...

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AWS planning Berlin cloud region

April 15, 2024
Sacha Kavanagh

Andy Jassy’s letter to Amazon shareholders included the nugget that AWS is planning a second Germa...

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Microsoft to invest US$2.9b in Japan for cloud and AI infrastructure over the next two years

April 15, 2024
Jabez Tan

Microsoft confirmed plans to invest US$2.9b over the next two years to increase its hyperscale cloud...

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M&A, strategic activity, NVIDIA, GPUs, cloud provider raises, partnerships, APAC

April 15, 2024
Philbert Shih

A very busy week saw more M&A activity, a number of developments around the GPU cloud space and...

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Frankfurt land changes hands for possible data centre development

April 12, 2024
Sacha Kavanagh

UK-based Sirius Real Estate completed the sale of a business park in Maintal, Germany to an unnamed ...

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