Analyst Notes

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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Naver opens new data centre in Sejong, South Korea

February 1, 2024
Philbert Shih

Webscale cloud provider Naver, based in South Korea, recently opened a new data centre campus in Sej...

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1547, Green Fig Land progressing on project in Chester county, Pennsylvania

February 1, 2024
Philbert Shih

1547 Critical Realty Systems shared an update about the hyperscale data centre project it is develop...

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Kao Data scores new debt raise for expansion

February 1, 2024
Sacha Kavanagh

The UK’s Kao Data completed a new £206m debt raise with an accordian facility extendable to £365...

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Servecentric appeals rejection of new Dublin data centre

February 1, 2024
Sacha Kavanagh

Ireland’s Servecentric has appealed Fingal County Council’s decision to refuse planning permissi...

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MI: Master-planned data centre parks a product of separation in the data centre process spurred by exploding requirements

January 31, 2024
Philbert Shih

Master-planned data centre parks continue to gain momentum as the sheer volume of data centre requir...

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MI: Cloud providers continue to procure, bring online GPUs

January 31, 2024
Philbert Shih

Cloud providers continue to procure and deploy GPU inventory as the supply situation shows signs of ...

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MI: Consultancies, SIs could be looking at getting back into M&A; managing infrastructure a new area

January 31, 2024
Philbert Shih

The recent Accenture acquisition of Navisite comes after an extended quiet period that saw little M&...

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MI: Colocation demand from AI seeing timelines push out further

January 31, 2024
Philbert Shih

Demand for data centre colocation continues to be healthy and AI-oriented infrastructure, needless t...

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MI: AI demand building in Europe; following patterns

January 31, 2024
Sacha Kavanagh

Coreweave and other AI providers are starting to look for Europe capacity sooner than later. ...

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MI: Hyperscale cloud building, expanding in existing markets

January 31, 2024
Philbert Shih

While hyperscale cloud is aggressively expanding on a global basis, entering new markets, existing l...

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