Analyst Notes

APAC, hyperscale, Johor Bahru, hyperscale, US, Europe, energy, expansions, earnings

June 24, 2024
Philbert Shih

The sector had a busy week, with activity in Southeast Asia, hyperscale land acquisitions, developm...

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Cameroon-based ST DIGITAL building more data centres to serve French-speaking Africa

June 23, 2024
Sacha Kavanagh

We came across Cameroon-based ST DIGITAL, which operates a data centre in the country and is plannin...

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Chile plots data centre regulation amid concerns about environmental impact

June 21, 2024
Sacha Kavanagh

Chile’s government is planning to launch a national data centre plan to regulate the industry. ...

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NorthC opens new data centre in southern Netherlands

June 21, 2024
Sacha Kavanagh

NorthC opened its second data centre in Eindhoven in southern Netherlands. ...

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Microsoft investing in carbon capture projects

June 21, 2024
Ainsley Woods

Microsoft is making investments in carbon capture and removal projects to help meet its sustainabili...

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Rackspace moves customer from traditional infrastructure to Google Cloud; driven by AI

June 21, 2024
Philbert Shih

Rackspace moved long-time customer Young Hollywood from traditional infrastructure to Google Cloud. ...

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Rackspace wins healthcare customer for private cloud

June 20, 2024
Philbert Shih

Rackspace won an application hosting customer for its healthcare-oriented private cloud infrastructu...

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Alphabet with another layoff round that includes Google Cloud headcount; part of positioning for AI

June 20, 2024
Sacha Kavanagh

Media reports confirm that Google parent company Alphabet has cut about 100 jobs from the Google Clo...

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UEM Sunrise and LOGOS sign MoU to develop 360MW data centre campus in Johor

June 20, 2024
Jabez Tan

Real estate developer UEM Sunrise signed a MoU with LOGOS Infrastructure Holdco Pte Ltd to exclusive...

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Hyperscalers, Gas Networks Ireland suggest alternatives to Dublin electricity grid connections

June 20, 2024
Sacha Kavanagh

As hyperscalers make big announcements on data centre capacity and AI investments across Europe, Ire...

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Huawei Cloud launches Cairo, Egypt region

June 20, 2024
Sacha Kavanagh

Huawei Cloud launched a region in Cairo, Egypt, its first in North Africa. ...

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Equinix to launch second Lisbon data centre in 2025; subsea cable angle

June 20, 2024
Sacha Kavanagh

Equinix confirmed it is building its second data centre in Lisbon. ...

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