Analyst Notes

NTT GDC breaks ground on third Bangkok data centre facility

April 2, 2024
Justin Saputra

NTT GDC confirmed that it has started construction of its third data centre in Bangkok. ...

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Vultr partners with Singtel to expand GPU cloud capabilities to Singapore in AI-ready facilities

April 2, 2024
Jim Davis

Webscale cloud provider Vultr confirmed plans to bring its GPU-based cloud hosting capabilities to A...

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Edgio elevates CRO to CEO position

April 1, 2024
Philbert Shih

CDN provider Edgio recently elevated Todd Hinders to the role of CEO. ...

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Princeton Digital Group completes core and shell for first data centre building Tokyo

April 1, 2024
Jabez Tan

Princeton Digital Group and Lendlease completed the construction (core and shell) of the initial pha...

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Rogers reported to be looking at data centre portfolio divestment

April 1, 2024
Philbert Shih

A number of media outlets are reporting that Rogers is actively looking to sell off its data centre ...

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Akamai, Neural Magic partner for running AI workloads at the edge and on CPUs

April 1, 2024
Jim Davis

Akamai disclosed a strategic partnership with Neural Magic, a developer of software that accelerates...

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NVIDIA reports 4Q23 and FY23 results; explosive growth continues, data centre segment data points

April 1, 2024
Philbert Shih

NVIDIA recently reported its 4Q23 and FY23 results, which again showed tremendous growth from the da...

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APAC, Japan, earnings, cloud, hyperscale, cloud storage, monthly insights

April 1, 2024
Philbert Shih

The past week saw more from earnings season as some companies reported later, while there some clou...

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MI: Power constraints taking hyperscalers, operators to alternative sources, secondary markets

March 29, 2024
Philbert Shih

The AWS acquisition of Talen Energy’s nuclear-powered data centre campus in Berwick, PA for $6...

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MI: Strategic divestments still happening in telco space, but other frontiers are out there

March 29, 2024
Philbert Shih

Telco divestments of infrastructure assets have been a staple of the strategic landscape for well ov...

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MI: More hyperscalers reducing egress fees

March 29, 2024
Philbert Shih

The past month saw more hyperscale platforms move to eliminate hated egress fees. ...

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MI: Earnings season continued on trajectory; signs of upside seen

March 29, 2024
Philbert Shih

The tail end of earnings season over the past several weeks did not reveal any meaningful shifts in ...

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