Analyst Notes

CyrusOne brings in SVP, chief strategy officer

June 11, 2025
Philbert Shih

CyrusOne expanded its senior management team, adding Krupal Raval as SVP and chief strategy officer....

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Related Digital project in Ontario could be for GPU cloud deployment

June 10, 2025
Philbert Shih

Related Companies recently confirmed the launch of its data centre business Related Digital and conf...

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Related Digital launches; targeting hyperscale and AI data centre campuses

June 10, 2025
Philbert Shih

Real estate company Related Companies launched Related Digital, a data centre development and invest...

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DCI Indonesia launches JK6 data centre

June 10, 2025
Philbert Shih

DCI Indonesia launched its JK6 data centre in Jakarta, Indonesia. ...

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Brookfield plots $10b investment in Stockholm AI factory

June 10, 2025
Sacha Kavanagh

Brookfield Asset Management announced plans to invest up to $10b in a new AI data centre in Sweden. ...

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FLOW Digital Infrastructure hires CEO, expands management team

June 10, 2025
Philbert Shih

FLOW Digital Infrastructure, based in Singapore, named Sanjay Goel as the new CEO and expanded its m...

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GoDaddy reports 1Q25 results; growth rates hold steady

June 9, 2025
Philbert Shih

GoDaddy reported its 1Q25 results, which showed steady forward progress, with growth rates largely u...

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Rackspace reports 1Q25 results; offsets and attrition remain focus of growth efforts

June 9, 2025
Philbert Shih

Rackspace reported its 1Q25 results, which showed more revenue attrition despite certain KPIs and tr...

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AWS launches cloud region in Taiwan; US-oriented APAC hyperscale market

June 9, 2025
Philbert Shih

AWS launched a new cloud infrastructure region in Taiwan, bringing online three AZs. ...

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DigitalOcean reports 1Q25 results; uptake in AI inferencing, large customer growth

June 9, 2025
Philbert Shih

DigitalOcean reported its 1Q25 results, which showed more incremental progress pushed by demand for ...

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IONOS reports 1Q25 results; cloud continues growth

June 9, 2025
Philbert Shih

Germany-based IONOS Group, a SMB-oriented webscale cloud provider, reported its 1Q25 results. ...

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Tencent shares data points on cloud, AI demand and CapEx

June 9, 2025
Philbert Shih

Tencent reported its 1Q25 earnings, which included data points about its CapEx and the current state...

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