Analyst Notes

4Q23 IB: Constraints intensifying and giving rise to master-planned data centre campus model

March 22, 2024
Philbert Shih

The sector continues to face growing constraints around the underlying building blocks of cloud and ...

Read more...

4Q23 IB: Managed public cloud benefitting from emerging AI tools

March 22, 2024
Philbert Shih

Managed public cloud providers are building out new offerings focused on the AI opportunity. ...

Read more...

4Q23 IB: Executive Summary

March 22, 2024
Philbert Shih

The sector took another step forward in the recent quarter as macroeconomic headwinds temper and con...

Read more...

Newcomer ECLAIRION plots Paris HPC data centre

March 21, 2024
Sacha Kavanagh

We came across a new player proposing an HPC-oriented data centre to the south of Paris. ...

Read more...

Servecentric extends Dublin lease with Digital Realty

March 21, 2024
Sacha Kavanagh

Ireland’s Servecentric renewed and extended its lease at Digital Realty’s DUB10 facility in Dubl...

Read more...

Ardian completes Verne acquisition; pledges investment for expansion

March 21, 2024
Sacha Kavanagh

Ardian completed the previously announced acquisition of Verne from Digital 9 Infrastructure. ...

Read more...

Microsoft clears another legal challenge to Netherlands self-build

March 21, 2024
Sacha Kavanagh

Local media reports that a court has dismissed objections to the construction of a new Microsoft cam...

Read more...

Cloudflare enhances multi-cloud network management capabilities with Nefeli acquisition

March 20, 2024
Jim Davis

Cloudflare launched a new service for connecting multiple clouds called Magic Cloud Networking. The ...

Read more...

Gcore buys application security technology from StackPath

March 20, 2024
Jim Davis

Luxembourg-based cloud, CDN and edge company Gcore acquired technology from StackPath that will bols...

Read more...

EdgeCore secures debt for Silicon Valley data centre build

March 20, 2024
Vivian Kong

EdgeCore completed a $440m debt financing transaction to fund the continued development of its Silic...

Read more...

NEC Corporation reported to be evaluating divestment of data centres

March 20, 2024
Philbert Shih

Japan’s NEC Corporation is reported by multiple media outlets to be considering a sale of its ...

Read more...

VIRTUS discusses latest London data centre campus

March 20, 2024
Sacha Kavanagh

We caught up with management at the UK’s VIRTUS Data Centres to get insight into its plans for a c...

Read more...