Analyst Notes

VIRTUS names MD for Germany

February 5, 2024
Sacha Kavanagh

VIRTUS Data Centres appointed Michael Dada as MD for VIRTUS Germany. ...

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Amazon reports 4Q23 results; AWS showing signs of re-acceleration, stabilization in negative trends

February 5, 2024
Philbert Shih

Amazon reported its 4Q23 results, which showed more stabilization and signs that the cloud business ...

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PowerHouse Data Centers enters market in Reno, Nevada

February 5, 2024
Philbert Shih

PowerHouse Data Centers, part of American Real Estate Partners (AREP), confirmed details for a new d...

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On-premise, cloud, master-planned campuses, hyperscale, expansions, M&A

February 5, 2024
Philbert Shih

A busy week saw the start of earnings season, more transitioning from on-premise to cloud environm...

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AWS expands into Mississippi with $10b investment

February 2, 2024
Vivian Kong

AWS confirmed plans to expand into Mississippi with a $10b investment to build two data centre compl...

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Elea Digital issues sustainability-link debentures

February 2, 2024
Sacha Kavanagh

Brazil’s Elea Digital issued R$570m (US$116m) in new debentures linked to sustainability goals. ...

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Bulk Data Centers begins new Norway data centre

February 2, 2024
Sacha Kavanagh

Norway’s Bulk Data Centers began construction of a new 42MW data centre at its NO1 campus in Krist...

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NewTelco opens new Germany data centre

February 2, 2024
Sacha Kavanagh

Media reports indicate that German colocation company NewTelco opened a new data centre in Karlstein...

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Microsoft reports FY2Q24 results; Azure momentum continues, driven by AI

February 1, 2024
Philbert Shih

Microsoft reported its FY2Q24 results, which showed more forward progress in revenue growth, spurred...

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Tract adds finance executives to senior management team

February 1, 2024
Philbert Shih

Data centre operator Tract added to its senior management team. ...

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SAP pushing incentives to move from on-premise to cloud

February 1, 2024
Philbert Shih

SAP rolled out a number of different services, financial incentives and resources that are meant to ...

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Meta building data centres in Jeffersonville, Indiana; dedicated AI facility

February 1, 2024
Philbert Shih

Meta confirmed plans to build a data centre in Jeffersonville, Indiana, which is less than a two-hou...

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