Analyst Notes

Scala Data Centers begins new substation at São Paulo campus

May 17, 2024
Sacha Kavanagh

Media reports indicate Brazil’s Scala Data Centers began building a 560MW substation at its Tambor...

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Microsoft signs Ireland PPA

May 17, 2024
Sacha Kavanagh

Microsoft signed a PPA covering a new 30MW onshore wind farm. ...

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Jim Kramer comes up with silly M&A scenarios for the CDN, edge space

May 16, 2024
Philbert Shih

Jim Cramer, the long-time CNBC TV personality of Mad Money fame, made some puzzling comments about A...

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Oracle Cloud partners with Telecom Italia for Turin cloud region

May 16, 2024
Ainsley Woods

Oracle will open a second cloud region in Italy, located in Turin, in partnership with Telecom Itali...

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AWS signals intention to develop data centres in central Ireland

May 16, 2024
Sacha Kavanagh

AWS is the first company to join the Bord na Móna’s planned new Eco Energy Park in central Irelan...

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Blackstone completes Newcastle, UK land acquisition

May 16, 2024
Sacha Kavanagh

QTS-backer Blackstone completed the acquisition of land in northern England with plans to invest up ...

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V.tal opens data centre, CLS in Colombia

May 16, 2024
Sacha Kavanagh

V.tal, the Brazilian fibre operator that was hived off from telco Oi and merged with submarine cable...

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DigitalOcean reports 1Q24 results; more stabilization, investments in long-term AI opportunity

May 15, 2024
Philbert Shih

DigitalOcean reported its 1Q24 results, which saw some sequential acceleration in growth, spurred by...

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Vantage Data Centers acquires more land near Cardiff, UK; AI demand drivers

May 15, 2024
Sacha Kavanagh

Vantage Data Centers acquired a 158 acre plot in Bridgend near Cardiff, just under 30 miles from its...

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Vercara partners with Edgio for edge compute service

May 15, 2024
Jim Davis

Vercara, formerly known as Neustar Security Services, launched an edge computing service called Ultr...

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Zayo to carve out European business

May 15, 2024
Sacha Kavanagh

Zayo will carve out two businesses: one for Europe and one that manages customer needs outside its N...

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Broadcom to take over customer relationships for VMware Cloud on AWS

May 14, 2024
Philbert Shih

Broadcom confirmed a few changes with the VMware Cloud on AWS service. ...

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