Analyst Notes

Valiantys acquires Contegix Atlassian capabilities; exit complete over three transactions

September 3, 2024
Philbert Shih

Valiantys, a France-based IT consultancy and MSP focused on the Atlassian software platform, acquire...

Read more...

Chirisa Technology Parks, PowerHouse Data Centers, Blue Owl Capital form JV to serve CoreWeave requirements

September 3, 2024
Philbert Shih

Chirisa Technology Parks, PowerHouse Data Centers and Blue Owl Capital formed a joint venture to bui...

Read more...

Crusoe Energy, Lancium partner for data centre campus in Abilene, Texas; power and power management

September 3, 2024
Philbert Shih

Crusoe Energy confirmed plans to build a hyperscale data centre in Abilene, Texas. ...

Read more...

Microsoft adjusts reporting definitions; positive impact on Azure, cloud numbers aids transparency

September 3, 2024
Philbert Shih

Microsoft recently reported its 4QFY24 results, which also included some changes to how it recognize...

Read more...

T5 Data Centers acquires land for new Atlanta data centre campus

September 3, 2024
Vivian Kong

T5 Data Centers confirmed plans to expand its Atlanta footprint with a new data centre campus in Sou...

Read more...

Cloudflare reports 2Q24 results; more steady progress, Workers uptake and momentum

September 3, 2024
Philbert Shih

Cloudflare reported its 2Q24 results, which showed consistent forward progress on the top-line and i...

Read more...

STT GDC completes power capacity expansion at Makati City campus

September 3, 2024
Jabez Tan

STT GDC Philippines completed the power capacity expansion of its existing data centre in Makati Cit...

Read more...

WSS: Energy company disclosures provide clues and context for data centres and hyperscale

September 3, 2024
Philbert Shih

It takes us the better part of a month (and often longer) to comb through the results of all of the...

Read more...

MI: Earnings season also involved energy companies

August 30, 2024
Philbert Shih

Earnings season for the sector now involves looking closer at public disclosures from energy compani...

Read more...

MI: Enterprises speeding up cloud and outsourcing strategies

August 30, 2024
Philbert Shih

There continue to be signs that enterprises are making a more concerted effort to accelerate cloud a...

Read more...

MI: Webscale and cloud service providers rethinking data centre strategies

August 30, 2024
Philbert Shih

DigitalOcean confirmed this month that it will begin to transform its data centre deployment strateg...

Read more...

MI: Densification in data centre colocation environments accelerating

August 30, 2024
Philbert Shih

Average rack densities in data centre colocation environments continue to climb. ...

Read more...