Analyst Notes

Cologix names new CFO

June 18, 2024
Vivian Kong

Cologix promoted Scott Schneider to the position of CFO, succeeding Rachel Stack. ...

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Newcomer NxN Datacenters plans data centre in southern Spain

June 18, 2024
Sacha Kavanagh

NxN Datacenters is a new operator planning a network of data centres in Spain and elsewhere in south...

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iomart Group reports FY24 results; organic and acquisition-led growth

June 18, 2024
Sacha Kavanagh

The UK’s iomart Group released its final results for the year ended March 31, 2024 (FY24) which we...

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Bulk secures investment to fund AI-related capacity in southern Norway

June 18, 2024
Sacha Kavanagh

Bulk Infrastructure secured a €350m equity investment from BGO (BentallGreenOak), which has now in...

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AWS to launch new APAC cloud region in Taiwan

June 17, 2024
Philbert Shih

AWS confirmed plans to launch a new cloud infrastructure region in Taipei, Taiwan by early 2025. ...

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Telehouse Canada launches three new data centres in Toronto

June 17, 2024
Vivian Kong

KDDI’s Telehouse Canada launched its first three data centres in downtown Toronto. ...

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Alibaba Group reports FY4Q24 results; Alibaba Cloud continues slow growth patterns

June 17, 2024
Philbert Shih

Alibaba Group recently reported its FY4Q24 results (CY1Q24), which included some details for the Ali...

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Microsoft opens Madrid cloud region, planning big investment in Zaragoza

June 17, 2024
Sacha Kavanagh

Microsoft opened its Spain Central cloud infrastructure region based out of Madrid. ...

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DigitalOcean hires former AWS, NVIDIA executive for CTO role

June 17, 2024
Philbert Shih

DigitalOcean hired former AWS executive Bratin Saha as its new chief product and technology officer....

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STACK Infrastructure secures $1.3b in financing for global development

June 17, 2024
Vivian Kong

STACK Infrastructure secured $1.3b of funding to develop its global properties, and includes a green...

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Oracle reports 4QFY24 results; Oracle Cloud with strong forward momentum, driving wider business

June 17, 2024
Philbert Shih

Oracle reported its 4QFY24 results, which showed more forward momentum. In terms of the wider Oracl...

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M&A, power constraints, GPUs, data centre technology, earnings, cloud, edge nodes

June 17, 2024
Philbert Shih

Another busy week saw developments in M&A, more discussion around power constraints, public clo...

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