Analyst Notes

Vantage Data Centers to open second Zurich campus soon

April 17, 2024
Sacha Kavanagh

Vantage Data Centers will open its second campus in Zurich, Switzerland this summer. ...

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JPMorgan Chase continues to move to cloud infrastructure; another snapshot of acceleration

April 16, 2024
Philbert Shih

Summary: JPMorgan Chase shared some interesting data points about its journey to cloud and its inter...

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Foundry finds $80m in Series A funding for AI infrastructure orchestration

April 16, 2024
Jim Davis

Foundry Technologies, a cloud provider that orchestrates AI workloads, confirmed an $80m seed and Se...

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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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