Analyst Notes

Bridge Data Centres acquires land to develop new 87MW data centre in Cyberjaya

March 4, 2024
Jabez Tan

Bridge Data Centres, a Chindata subsidiary, acquired land to develop its third and largest data cent...

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Earnings, S-1, cloud consumption, multi-cloud, CDN, AWS, edge nodes, Indonesia, monthly insights

March 4, 2024
Philbert Shih

It was another busy week across the sector, with more from earnings season, webscale cloud developm...

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DCI Indonesia moves into central Jakarta with E1 data centre; edge-hyperscale

March 1, 2024
Philbert Shih

DCI Indonesia brought online its first downtown Jakarta data centre. ...

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Microsoft, Amazon continue push with proprietary chip development

March 1, 2024
Jim Davis

Microsoft and Amazon are not sitting around waiting for faster chips to run AI workloads. They are e...

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New JV plans data centre in new Turkey market

March 1, 2024
Sacha Kavanagh

DAMAC’s EDGNEX Data Centres formed a JV with Vodafone Turkey to build a 6MW data centre in Izm...

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MI: Hyperscalers set to spend more CapEx in 2024

February 29, 2024
Philbert Shih

The recent earnings season showed quite clearly that CapEx spend from hyperscalers will be on the ri...

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MI: Managed public cloud still waiting for benefits of recent stabilization to kick in; time lag effect

February 29, 2024
Philbert Shih

Managed public cloud providers are still feeling the impact from the recent period of cloud optimiza...

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MI: Microsoft activity in Europe signals second wave of expansion, even as first wave continues

February 29, 2024
Philbert Shih

Europe emerged as the next major frontier for hyperscale expansion several years back and this phase...

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MI: GPU cloud providers raising capital to build infrastructure; supply and demand implications

February 29, 2024
Philbert Shih

GPU-oriented cloud providers continue to build out infrastructure to serve rapidly emerging AI deman...

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MI: Decentralization accelerating further as clouds look to extend reach

February 29, 2024
Philbert Shih

Webscale and hyperscale providers continue to decentralize and push out to edge locations. ...

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MI: Data centre park activity ratcheting up; new focuses, differentiation emerging already

February 29, 2024
Philbert Shih

The recent month saw a significant level of activity from new operating platforms building master-pl...

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MI: Stabilization in overall sector performance continues to emerge; demand profile trending positively

February 29, 2024
Philbert Shih

We are moving to the tail end of earnings season and there continue to be signs that the recent grow...

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