Analyst Notes

Meta reports 2Q24 results; data points about CapEx, data centre deployment strategy

August 6, 2024
Philbert Shih

Meta reported its 2Q24 results, which included insights about its CapEx and data centre expansion ef...

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CrowdStrike update brings down Microsoft Azure; reinforces needs to review and have processes

August 6, 2024
Philbert Shih

CrowdStrike recently implemented a security update that caused a Microsoft Azure outage that had a c...

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Africa Data Centres adds Cape Town capacity

August 6, 2024
Sacha Kavanagh

Africa Data Centres doubled the capacity of its CPT1 data centre in Cape Town with an additional 6MW...

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Microsoft reports FY4Q24 results; slight growth moderation amid ongoing capacity constraints

August 5, 2024
Philbert Shih

Microsoft reported its FY4Q24 (CY2Q24) results, which included data points on the Azure cloud infras...

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DataBank breaks ground on new Ashburn data centre

August 5, 2024
Vivian Kong

DataBank confirmed it has started construction on its third data centre in Ashburn, VA. ...

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Amazon reports 2Q24 results; more growth acceleration amid subsiding headwinds

August 5, 2024
Philbert Shih

Amazon reported its 2Q24 results, which showed more growth acceleration as headwinds continue to sub...

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QTS acquires hundreds of acres outside of Richmond, VA

August 5, 2024
Vivian Kong

Media reports confirm that QTS has secured full ownership of a 622-acre site in Sandston, VA. ...

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Google reports 2Q24 results; Google Cloud showing steady growth acceleration, AI demand signals

August 5, 2024
Philbert Shih

Alphabet reported its 2Q24 results, which included numbers and data points for the Google Cloud busi...

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Vantage secures financing to expand Québec City data centre campus

August 5, 2024
Vivian Kong

Institutional investment group CDPQ will provide $75m in senior financing to support the expansion o...

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Etix Everywhere adds Lyon to France edge footprint

August 5, 2024
Sacha Kavanagh

Etix Everywhere expanded to Lyon with its acquisition of HosteLyon. ...

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M&A, on-site power generation, new company formation, self-builds, hyperscale, land acquisition

August 5, 2024
Philbert Shih

Another busy week saw M&A activity, developments around on-site power generation, new company f...

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Alibaba Group reports FY1Q25 results; Alibaba Cloud sees some uptick, CapEx increases

August 2, 2024
Philbert Shih

Alibaba Group reported its FY1Q25 results (CY2Q24), which included details about the Alibaba Cloud b...

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