Analyst Notes

Western Digital reports FY3Q24 results; cloud category driving growth

April 29, 2024
Philbert Shih

Storage and hard drive vendor Western Digital reported its FY3Q24 results, which included data point...

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Edge Centres acquires managed infrastructure provider QuadraNet

April 29, 2024
Philbert Shih

Australia’s Edge Centres has been making multiple acquisitions in the US and acquired data cen...

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Meta reports 1Q24 results; CapEx to continue rising; self-build impact

April 29, 2024
Philbert Shih

Summary: Meta reported its 1Q24 results, which included some useful data points about its CapEx traj...

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Rogers confirms efforts to divest data centre portfolio

April 29, 2024
Philbert Shih

Rogers Communications in Canada confirmed on its recent earnings call that it was actively looking a...

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Apple signs solar PPA in Spain

April 29, 2024
Ainsley Woods

Apple signed a PPA with ib vogt in Spain for 105MW of solar power from the Castaño Solar project in...

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Quantum Loophole building nature reserve on-site to capture carbon; Rowan Infrastructure to land

April 29, 2024
Philbert Shih

Quantum Loophole began developing a nature reserve and signed a new tenant at its master-planned dat...

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Cloud, GPUs, SaaS migrations, Europe, ESG, power constraints, optimizations

April 29, 2024
Philbert Shih

A busy week saw activity in cloud infrastructure and GPUs, more enterprise and SaaS movement betwee...

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Vantage secures $3b green loan to fund North American expansion

April 26, 2024
Vivian Kong

Vantage Data Centers secured a $3b green loan to fund its data centre development efforts in North A...

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Zayo expanding European ‘near-net’ connectivity

April 26, 2024
Sacha Kavanagh

Zayo confirmed plans to expand its near-net footprint in Europe to provide greater accessibility to ...

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Altibox Carrier’s new fibre route delivers diversity, lower latency in Norway

April 26, 2024
Sacha Kavanagh

Norwegian fibre provider Altibox Carrier, part of Lyse Energy Group, completed a new 485km fibre rou...

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Alibaba Cloud cutting prices in global market locations

April 26, 2024
Philbert Shih

Alibaba Cloud confirmed plans to cut pricing for some of its core cloud infrastructure services. ...

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IBM shares data centre energy usage and efficiency data points in latest ESG report

April 26, 2024
Jabez Tan

IBM disclosed some interesting data points related to its data centre footprint and energy usage wit...

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