Analyst Notes

Tract breaks ground on master-planned data centre park in Reno, Nevada

May 6, 2024
Philbert Shih

Tract confirmed it has broken ground on its master-planned data centre park at the Peru Shelf Techno...

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AWS invests $11b in Indiana for data centre development; East to Midwest bridge

May 6, 2024
Vivian Kong

AWS confirmed plans to invest $11b in Indiana to build data centres in St. Joseph County at the Indi...

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T5 Data Centers expands in Chicago

May 6, 2024
Vivian Kong

T5 Data Centers confirmed plans to expand its footprint in the Chicago market with a new campus in G...

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CoreWeave raises $1.1b in Series C funding round

May 6, 2024
Philbert Shih

GPU cloud provider CoreWeave raised $1.1b in new funding in a Series C round. ...

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Microsoft reports FY3Q24 results; more AI-driven growth, CapEx increases

May 6, 2024
Philbert Shih

Microsoft reported its FY3Q24 results, which again showed revenue growth acceleration, though capaci...

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Microsoft to invest $2.2b in Malaysia for cloud and AI

May 6, 2024
Philbert Shih

Microsoft confirmed plans to invest $2.2b in Malaysia for cloud computing and AI infrastructure and ...

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Colt TCS launches 400G IP ports across FLAP route

May 6, 2024
Sacha Kavanagh

Colt Technology Services rolled out 400Gbps IP transit ports across the Frankfurt, London, Amsterdam...

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Earnings, hyperscale, acceleration, GPUs, M&A, CapEx, expansions, global markets

May 6, 2024
Philbert Shih

It was another busy week across the sector. Earnings season kicked off and the hyperscale platforms...

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DataBank and NYI partner for interconnection in New York

May 3, 2024
Vivian Kong

DataBank and managed infrastructure and interconnection provider New York Internet (NYI) partnered t...

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Equinix plots fifth Chile data centre

May 3, 2024
Sacha Kavanagh

Equinix filed an environment impact assessment for the construction of ST5, its fifth data centre in...

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China Unicom discloses data centre rack capacity metrics for 2023

May 2, 2024
Jabez Tan

China Unicom disclosed its data centre capacity growth over the last three years. ...

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Bandwidth IG expands network, provides connectivity to SFMIX

May 2, 2024
Jim Davis

Bandwidth IG disclosed a partnership with the San Francisco Metropolitan Internet Exchange (SFMIX) t...

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