Analyst Notes

MI: Master-planned data centre parks seeing more momentum, further validation

May 31, 2024
Philbert Shih

The master-planned data centre category saw more activity over the last month. ...

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MI: More activity in AI-oriented chip development

May 31, 2024
Philbert Shih

There has been more movement in the silicon space as hyperscalers and other vendors look to try and ...

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MI: Earnings seasons showed more stabilization, though cautious outlook going forward

May 31, 2024
Philbert Shih

Earnings season provided more evidence that the wider sector has stabilized, with growth deceleratio...

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MI: Hyperscale cloud investments on the rise, driven by AI and infrastructure needs

May 31, 2024
Philbert Shih

Hyperscale cloud infrastructure platforms continue to invest heavily in skills, training and infrast...

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Digital Realty launches ServiceFabric in Athens; lands Google Cloud on-ramp

May 30, 2024
Ainsley Woods

Summary: Digital Realty launched a ServiceFabric node at its Athens data centre campus in Greece. ...

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CloudHQ enters Osaka market through ESR’s data centre development in Cosmosquare

May 30, 2024
Jabez Tan

CloudHQ appears to be entering the Osaka data centre market via a deal with ESR. ...

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Microsoft buys land in Heath, Ohio

May 30, 2024
Vivian Kong

Reports indicate Microsoft has acquired property west of Thornwood Drive and south of Hallie Lane in...

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AtlasEdge names industry veteran as CEO

May 30, 2024
Philbert Shih

Europe-based AtlasEdge named Tesh Durvasula its new CEO, joining AtlasEdge after two years as the CE...

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Norway proposes new data centre legislation; crypto mining the target

May 30, 2024
Sacha Kavanagh

Norway could become the first country in Europe to regulate the data centre industry, with a new law...

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UK retail chain taps Microsoft, Accenture for Azure, AI services

May 30, 2024
Sacha Kavanagh

UK retail chain Currys confirmed plans to modernise its IT infrastructure using Microsoft, Accenture...

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UK Competition Markets Authority renews AWS contract, sparks conflict of interest accusations

May 30, 2024
Sacha Kavanagh

The UK’s Competition and Markets Authority renewed its cloud contract with AWS for another three y...

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nLighten new UK customer wins demonstrate benefit of regional presence

May 30, 2024
Sacha Kavanagh

Host-IT, an nLighten company, signed up two new colocation customers in the UK. ...

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