Analyst Notes

DoIT acquires LiveDiagrams; enhancing optimization for cloud

February 4, 2025
Philbert Shih

Managed public cloud provider DoIT acquired DoiT LiveDiagrams. ...

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Prometheus Hyperscale names new CTO

February 4, 2025
Vivian Kong

Prometheus Hyperscale, formerly Wyoming Hyperscale, named John Gross as its new CTO. ...

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Chevron partners to build natural gas plants for data centres

February 4, 2025
Vivian Kong

Oil and gas producer Chevron disclosed plans to partner with investment firm Engine No.1 and electri...

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Spencer Building Carrier Hotel set to add two data halls

February 4, 2025
Vivian Kong

The Spencer Building Carrier Hotel in Vancouver, Canada confirmed that it will expand its facility t...

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Data4 raises €3.3b; names chief investment officer

February 4, 2025
Sacha Kavanagh

Data4 appointed Alexander Oyaert to the newly-created position of chief investment officer. ...

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RETN extends network to Greece

February 4, 2025
Sacha Kavanagh

UK headquartered network operator RETN extended its network to Greece for the first time, with a PoP...

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Meta reports 4Q24 results; CapEx rises again and no signs of slowing down in near-term

February 3, 2025
Philbert Shih

Meta reported its 4Q24 results, which provided more insights into where CapEx levels are at and how ...

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Time to restart the clock for data centre demand and supply

February 3, 2025
Daniel Golding

Is the data centre industry concluding its collective multi-year freak-out? To be clear about what ...

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DeepSeek: is the data centre industry deep sunk?

February 3, 2025
Daniel Golding

The last several days have seen financial markets and pundits losing their collective minds over sev...

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Microsoft reports 2QFY25 results; Azure continues steady growth amid capacity constraints, while most get situation wrong

February 3, 2025
Philbert Shih

Microsoft reported its 2QFY25 results, which included details on Azure growth, AI uptake and CapEx o...

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Spanish AI firm to build data centre, development centre in Talavera; releases financial results

February 3, 2025
Sacha Kavanagh

Spain-based Substrate AI (not to be confused with the Dutch company with virtually the same name, Su...

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Management team changes at Rackspace; 4Q24 expected to be on track

February 3, 2025
Philbert Shih

Rackspace confirmed some changes to its senior management team. Brian Lillie, formerly of Equinix an...

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