Analyst Notes

Arcus acquires Hamburg data centres, launches new European edge platform

January 2, 2024
Sacha Kavanagh

Arcus Infrastructure Partners launched Portus Data Centers, positioning as an European edge data cen...

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New venture plans regional data centre in Hanover, Germany

January 2, 2024
Sacha Kavanagh

Avacon Data Center is a new company that is planning to build a data centre in Hanover, Germany. ...

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MI: Materialization of AI demand is still a work in progress

December 29, 2023
Philbert Shih

In the world of AI, there continues to be a gap between demand and inquiry and its materialization i...

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MI: Less favourable data centre locations increasingly being considered for AI

December 29, 2023
Philbert Shih

Data centres in less favourable locations continue to see an uplift in demand from AI-oriented workl...

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MI: Hyperscalers pivoting, shifting self-build strategies; anticipation versus speculation

December 29, 2023
Philbert Shih

We are starting to hear more chatter around hyperscalers shifting back to colocation in markets wher...

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MI: Managed public cloud providers pushing forward with AI expertise

December 29, 2023
Philbert Shih

Managed public cloud providers continue to transform and evolve and they are now making a concerted ...

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MI: Webscale providers continue rolling out GPUs alongside CPUs

December 29, 2023
Philbert Shih

The recent month saw more cloud providers push forward with GPU-based infrastructure services. ...

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Involta expands Tucson data centre

December 28, 2023
Vivian Kong

Involta confirmed plans to expand its 38k sqft Tucson data centre. ...

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Seraya Partners closes US$800m fund to invest in digital infrastructure, renewable energy platforms

December 28, 2023
Jabez Tan

Singapore-based Seraya Partners closed its first infrastructure investment fund focusing on digital ...

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Microsoft releases Microsoft Cloud for Sovereignty into GA

December 28, 2023
Philbert Shih

Microsoft put Microsoft Cloud for Sovereignty into GA across its global Azure footprint. ...

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Digital Realty contracts hydropower for Frankfurt data centres

December 28, 2023
Sacha Kavanagh

Digital Realty signed a renewable energy agreement with Germany’s Süwag Energie covering Guarante...

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NTT GDCJ and TEPCO form joint venture to develop data centres in East Tokyo area

December 27, 2023
Jabez Tan

NTT Global Data Centers Japan (NTT GDCJ), a subsidiary of NTT DATA, and TEPCO Power Grid (TEPCO), th...

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