Analyst Notes

Work is now complete on the Amitié cable

July 26, 2023
Ainsley Woods

Aqua Comms, Meta, Microsoft, and Vodafone have finished construction on the new Amitié cable system...

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Flexential plans major developments in Atlanta and Hillsboro

July 26, 2023
Vivian Kong

Flexential will significantly expand capacity on its FlexAnywhere Platform with the construction of ...

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Evoque shares data points about bookings in recent quarter

July 25, 2023
Philbert Shih

Evoque shared some data points about its recent progress. ...

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PLDT secures approval for two new subsea cable landing stations to host upcoming Apricot cable

July 25, 2023
Jabez Tan

Philippine telco PLDT secured regulatory approval for two new subsea cable landing stations on the P...

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CloudOne Digital acquires Servers.com; consolidation play put in motion

July 25, 2023
Philbert Shih

CloudOne Digital acquired bare metal infrastructure provider Servers.com as it looks to scale its SM...

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SwissIX moves to DE-CIX Apollon

July 25, 2023
Sacha Kavanagh

SwissIX moved its Internet exchange to the DE-CIX Apollon platform. ...

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Microsoft experiencing challenges from issues driven by AI demand and GPU supply chains

July 25, 2023
Philbert Shih

Media reporting indicates that demand for GPUs at Microsoft Azure has caused significant delays for ...

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DCI Indonesia opens H2-02 data centre at H2 campus in Karawang

July 25, 2023
Philbert Shih

DCI Indonesia opened its H2-02 data centre and new office facilities at the H2 campus in the Karawan...

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RunPod founded to pursue AI opportunity with GPU-oriented cloud infrastructure service

July 25, 2023
Philbert Shih

RunPod, based in New Jersey, is a newly formed cloud infrastructure provider focused on GPUs and AI ...

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Digital Realty, Brookfield form JV with Reliance Industries to develop data centres in India

July 25, 2023
Jabez Tan

Digital Realty confirmed plans to form a three-way joint venture with Brookfield Infrastructure and ...

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CyrusOne wins court battle and gains permits for Paris expansion

July 24, 2023
Ainsley Woods

The administrative court of Versailles has overturned two decrees issued by the mayor of Wissous tha...

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AI demand, GPU shortages straining hyperscalers; challenges and market implications

July 24, 2023
Philbert Shih

Various media outlets and sources are reporting that public clouds are limiting access to GPU-based ...

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