Analyst Notes

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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DataBank and NYI partner for interconnection in New York

May 3, 2024
Vivian Kong

DataBank and managed infrastructure and interconnection provider New York Internet (NYI) partnered t...

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Equinix plots fifth Chile data centre

May 3, 2024
Sacha Kavanagh

Equinix filed an environment impact assessment for the construction of ST5, its fifth data centre in...

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China Unicom discloses data centre rack capacity metrics for 2023

May 2, 2024
Jabez Tan

China Unicom disclosed its data centre capacity growth over the last three years. ...

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Bandwidth IG expands network, provides connectivity to SFMIX

May 2, 2024
Jim Davis

Bandwidth IG disclosed a partnership with the San Francisco Metropolitan Internet Exchange (SFMIX) t...

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Vantage Dublin campus well underway, on-site multi-fuel generation

May 2, 2024
Sacha Kavanagh

In a positive development in the Dublin market, Vantage is planning to open the first phase of its D...

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Google reports 1Q24 results; more revenue uptick, increases in CapEx investments

May 2, 2024
Philbert Shih

Google reported its 1Q24 results, which saw more growth acceleration on a sequential basis for the G...

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Digital Realty partners with Enel X to use data centre batteries for grid stability in Ireland

May 2, 2024
Ainsley Woods

Digital Realty confirmed a new partnership with Enel Group’s energy supply and management arm ...

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Amazon reports 1Q24 results; AWS passes $100b ARR mark, showing more signs of reaccelerating

May 1, 2024
Philbert Shih

Summary: Amazon reported its 1Q24 results, which saw the AWS cloud business show meaningful growth o...

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