Analyst Notes

EdgeCore Partners with Zayo for dark fibre in Silicon Valley

September 15, 2023
Vivian Kong

EdgeCore confirmed a partnership with Zayo to bring dark fibre connectivity to its upcoming Silicon ...

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Microsoft, Oracle clouds suffers outage in Australia; traced back to extreme weather

September 15, 2023
Philbert Shih

Microsoft recently suffered an outage that brought down cloud services for over 24 hours. ...

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BDx Data Centers brings in new president and CBO

September 14, 2023
Justin Saputra

BDx Data Centers, backed by I Squared Capital, named Manish Prakash as the new president and chief b...

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EdgeConneX closes $400m facility to support expansion in Jakarta

September 14, 2023
Philbert Shih

EdgeConneX closed on a $403.8m sustainability-linked facility to support is expansion efforts in the...

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GoDaddy investor Starboard impatient with GoDaddy; focus on technology expenses speaks to misdirected views

September 14, 2023
Philbert Shih

Starboard Value, which has owned 7.8% of GoDaddy since 2021 and is its third largest shareholder, se...

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GDS reports 2Q23 results; AI-demand, liquid cooling and international demand trends

September 14, 2023
Jabez Tan

GDS recently reported its 2Q23 results, which had some interesting commentary and insights around th...

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EXA Infrastructure boosts Italy connectivity with Namex Bari connection

September 14, 2023
Sacha Kavanagh

EXA Infrastructure connected to the Namex Bari internet exchange in south eastern Italy, which was o...

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Start Campus taps Nautilus for zero-water cooling in Portugal

September 14, 2023
Sacha Kavanagh

Portugal’s Start Campus will use cooling technology from Nautilus Data Technologies at the campus ...

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Edgio partners with streaming video enabling technologies, forms alliance

September 14, 2023
Philbert Shih

CDN provider Edgio established a number of strategic partnerships to enhance its ability to house an...

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atNorth names new chief sales officer

September 14, 2023
Sacha Kavanagh

Nordics data centre operator atNorth appointed Anders Fryxell as chief sales officer. ...

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Verne Global discusses London acquisition, ESG approach, strategy

September 14, 2023
Sacha Kavanagh

We toured the Verne London data centre, acquired from Volta Data Centres in April 2022, and sat down...

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Akamai building in APAC; looking to tap into existing base upside

September 13, 2023
Philbert Shih

Akamai shared some quick data points about its business in APAC. ...

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