Analyst Notes

1Q24 IB: Broadcom revamp of VMware channel creating challenges with ramifications for landscape

June 14, 2024
Philbert Shih

Broadcom’s revamp of the VMware channel partner program has caused controversy in the infrastr...

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1Q24 IB: Master-planned data centre parks continue to take on pre-development

June 14, 2024
Philbert Shih

Master-planned data centre parks continue to build their value proposition. ...

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1Q24 IB: More executive changes in 1Q24

June 14, 2024
Philbert Shih

There was again a large volume of executive movement in the recent quarter. ...

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1Q24 IB: Executive Summary

June 14, 2024
Philbert Shih

The stabilization emerging in the latter half of 2H23 carried over into the new year. The overall tr...

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Eaton acquires Exertherm for thermal monitoring

June 13, 2024
Vivian Kong

Power management company Eaton acquired Exertherm, a UK-based thermal monitoring company specializin...

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Exa Infrastructure expands network facility in Genoa, Italy to cable landing station

June 13, 2024
Ainsley Woods

Exa Infrastructure confirmed plans to enhance its cable landing station (CLS) in Genoa, Italy, makin...

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Microsoft unveils two year $3.2b investment in Sweden

June 13, 2024
Sacha Kavanagh

Microsoft’s latest announcement for Europe is Sweden, where it plans to invest $3.2b over two year...

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PAIX Data Centres forms JV for new Djibouti data centre; subsea cable angle

June 13, 2024
Sacha Kavanagh

Kenya-based PAIX Data Centres formed a JV with the Djibouti Sovereign Fund to build a new data centr...

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iliad details OPCORE footprint, growth ambitions

June 13, 2024
Sacha Kavanagh

French telco iliad Group released its results for 1Q24 which included some details about the OPCORE ...

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Penta Infra strikes deal for joint colocation and IT services in Denmark

June 13, 2024
Sacha Kavanagh

Penta Infra struck a partnership with Danish IT service provider ADDvision to deliver joint services...

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DRFortress brings Megaport Cloud Connect to Hawaii data centre

June 12, 2024
Vivian Kong

Hawaii-based data centre operator DRFortress brought online Megaport’s network-as-a-service platfo...

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Alibaba Cloud to expand into Mexico

June 12, 2024
Philbert Shih

Alibaba Cloud confirmed plans to launch its first cloud infrastructure region in Mexico. ...

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