Analyst Notes

STACK Infrastructure developing new Dallas campus

May 1, 2024
Vivian Kong

STACK Infrastructure confirmed plans to build a data centre campus on 100 acres south of Dallas in L...

Read more...

euNetworks launches latest metro fibre network in Brussels

May 1, 2024
Sacha Kavanagh

euNetworks launched a high-density fibre network in Brussels, its 18th metro network in Europe. ...

Read more...

Keppel DC REIT signs wind PPA with Greencoat Renewables in Dublin

May 1, 2024
Ainsley Woods

Keppel DC REIT confirmed signing a PPA with Greencoat Renewables to power its two data centre facili...

Read more...

Google breaks ground on fourth data centre in the Netherlands

May 1, 2024
Ainsley Woods

Google has broken ground on a data centre campus in Westpoort, Netherlands, in the Groningen municip...

Read more...

AtlasEdge enters Portugal with the acquisition of two sites in Lisbon

May 1, 2024
Ainsley Woods

AtlasEdge confirmed plans to enter the Portuguese market with the acquisition of two adjacent sites ...

Read more...

Crown Hosting Data Centres wins Bank of England contract

May 1, 2024
Sacha Kavanagh

The UK’s Crown Hosting Data Centres, a JV between Ark Data Centres and the government’s Cabinet ...

Read more...

MI: More signs that enterprise transition to cloud, outsourcing is picking up pace

April 30, 2024
Philbert Shih

There continue to be signs across the board that enterprises are picking up the pace with their digi...

Read more...

MI: Hyperscale CapEx set to increase in 2024 and beyond

April 30, 2024
Philbert Shih

CapEx spending is going up across the board for hyperscale platforms. ...

Read more...

MI: M&A transactions more oriented around capabilities than scale

April 30, 2024
Philbert Shih

The M&A landscape is still relatively quiet, compared to historical trends, but there were a num...

Read more...

MI: Early returns from earnings suggest hyperscale cloud set to reaccelerate

April 30, 2024
Philbert Shih

The early returns from the 1Q24 earnings period point to an emerging shift in the growth trajectory ...

Read more...

MI: GPU cloud providers raising more capital to fund infrastructure build-out

April 30, 2024
Philbert Shih

GPU cloud providers continue to raise capital amid unprecedented demand. ...

Read more...

MI: More verticalization of cloud and managed infrastructure services

April 30, 2024
Philbert Shih

Cloud and managed infrastructure providers continue to tailor their offerings for the unique needs a...

Read more...