Analyst Notes

Tract acquires 517-acre parcel in Reno, Nevada

February 13, 2024
Vivian Kong

Tract acquired a 517-acre parcel of land in the Tahoe-Reno Industrial Center in Storey County just o...

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TierPoint names new chief sales officer

February 12, 2024
Vivian Kong

TierPoint named Michael Lagg as the company’s new chief sales officer. ...

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Digital Realty adds Google Cloud Interconnect node in Brussels

February 12, 2024
Ainsley Woods

Digital Realty brought online Google Cloud Interconnect at its BRU1 facility in Brussels. With this ...

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Meta reports 4Q23 results; includes CapEx projections, data centre and AI impact

February 12, 2024
Philbert Shih

Meta reported its 4Q23 results and disclosed data points and insights into its projected CapEx and h...

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OVHcloud opening cloud infrastructure node in Toronto area

February 12, 2024
Philbert Shih

OVHcloud confirmed it is set to soon open a second cloud infrastructure location in Canada. ...

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Master planning, hyperscale cloud, earnings, GPUs, renewables, capacity constraints, migrations

February 12, 2024
Philbert Shih

It was a busy week across the sector, with earnings season in full swing, more activity around mast...

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Ollion helps media customer move to AWS; significant efficiency gains

February 9, 2024
Philbert Shih

Managed public cloud provider Ollion, based in Seattle and formerly 2nd Watch, shared some data poin...

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DCI Data Centers and Daelim Co begin construction of Seoul data centre

February 9, 2024
Jabez Tan

DCI Data Centers and Daelim Co have begun construction of a new data centre build in Seoul, South Ko...

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Compute Nordic lands HPC contract in Norway

February 9, 2024
Sacha Kavanagh

Compute Nordic, which operates a data centre in central-western Norway, signed its largest (12MW) co...

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Starwood Capital launches dedicated investment arm for data centre development

February 9, 2024
Jabez Tan

Starwood Capital Group launched a dedicated unit for its data centre investments called Starwood Dig...

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MUFG moves from on-premise to cloud; shares costs savings data points

February 8, 2024
Philbert Shih

Mitsubishi UFJ Financial Group (MUFG) committed to AWS as its preferred cloud provider on a global b...

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Crusoe Energy chooses atNorth Iceland for first European deployment

February 8, 2024
Sacha Kavanagh

atNorth signed up Crusoe Energy Systems as a customer. ...

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