Analyst Notes

Digital Core REIT ups stake in key Digital Realty campus in Frankfurt

March 18, 2024
Sacha Kavanagh

Digital Core REIT agreed to acquire a further 24.9% of a property in Frankfurt that houses four Digi...

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Cloud, edge, decentralization, egress fees, hyperscale, AI, dedicated builds, M&A, APAC

March 18, 2024
Philbert Shih

The sector had another busy week, with product and service developments in cloud, AI builds, data c...

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EXA Infrastructure plans new hybrid fibre-microwave transatlantic route

March 15, 2024
Sacha Kavanagh

EXA Infrastructure confirmed plans to build a new transatlantic route between London and New York th...

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Environmental court raises concerns about Google’s planned Santiago data centre

March 15, 2024
Sacha Kavanagh

A bit of a setback for Google’s second self-build in Chile as media reports an environmental court...

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BDx acquires existing SIN1 data centre building in Singapore for $104m

March 14, 2024
Jabez Tan

BDx confirmed acquiring the underlying SIN1 data centre building that it has deployed in since 2020 ...

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SBA Communications shares strategic view on data centres

March 14, 2024
Philbert Shih

There was an interesting question on the 4Q23 SBA Communications earnings call around strategic opti...

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Oracle Cloud Infrastructure wins AvaSure for AI

March 14, 2024
Philbert Shih

Oracle Cloud won Michigan-based virtual healthcare and nursing provider AvaSure as a customer. ...

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Lumen hires Microsoft executive to lead marketing

March 14, 2024
Jim Davis

Lumen Technologies named Ryan Asdourian as its new EVP and CMO ...

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DC BLOX expands Birmingham, Alabama data centre for HPC

March 13, 2024
Vivian Kong

DC BLOX expanded its data centre in Birmingham, Alabama with a new data hall that supports HPC workl...

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Meta said to be looking at data centre presence in India to support Reels

March 13, 2024
Philbert Shih

Media reports indicate Meta is planning to build a data centre presence in India to support its shor...

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CWCS acquires building in Nottingham for data centre development

March 13, 2024
Philbert Shih

UK-based CWCS Managed Hosting acquired a 9,300 sqft building in Nottingham. ...

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Thailand’s Board of Investment approves two data centre projects

March 13, 2024
Justin Saputra

The Thailand Board of Investment approved four investment promotion projects amounting to a combined...

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