Analyst Notes

Recalibration, realignment, M&A, CDN, edge, Local Zones, migration services, bare metal, earnings

September 4, 2023
Philbert Shih

It was a slower week as North America moved into the Labour Day long weekend, but there was notable...

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MI: Earnings season saw stabilization trends emerge; headwinds moderating

September 1, 2023
Philbert Shih

The recent 2Q23 earnings season saw a number of listed operators across data centre, hyperscale, clo...

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MI: On-premise migrations still contributing to colocation demand profile

September 1, 2023
Philbert Shih

More than one publicly listed operator noted how demand is still coming from organizations that are ...

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MI: Writer’s strike having impact on infrastructure

September 1, 2023
Philbert Shih

The writer’s strike in Hollywood is having an impact on infrastructure. ...

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MI: Densities for AI, HPC workloads are falling into sweet spot … for now

September 1, 2023
Philbert Shih

Looking at some of the data centre colocation deals that are being signed in the AI and HPC area and...

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MI: GPU distribution from NVIDIA shaping competitive landscape for infrastructure

September 1, 2023
Philbert Shih

NVIDIA continues to try and distribute its GPU supply across the market in as balanced a way as poss...

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MI: Webscale, hyperscale taking different approaches to building for GPUs and AI workloads

September 1, 2023
Philbert Shih

When it comes AI deployments, there is a notable difference emerging between how hyperscalers are we...

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MI: Webscale providers expanding globally, pushing into compute; driving colocation demand

September 1, 2023
Philbert Shih

Webscale providers continue to be an increasingly important group of providers to look from the pers...

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MI: Cloud services resilient because of existing customer growth, churn offsets

September 1, 2023
Philbert Shih

Cloud infrastructure services continue to be reliant on existing customer growth and churn reduction...

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Claranet acquires Brazil’s ADTsys

August 31, 2023
Philbert Shih

UK-based Claranet acquired managed infrastructure and managed cloud provider ADTsys, based in Brazil...

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NTT expands global IP network with new PoP in Denver, CO

August 31, 2023
Vivian Kong

NTT deployed a new PoP at CoreSite’s DE1 data centre in Denver, Colorado. ...

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Scala Data Centers discusses Latin America hyperscale builds and strategy

August 31, 2023
Sacha Kavanagh

We caught up with management at Brazil-based Scala Data Centers to get insight into its data centre ...

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