Analyst Notes

Arelion boosts US-Mexico connectivity

November 29, 2022
Sacha Kavanagh

Arelion (previously Telia Carrier) will build two new fibre routes from the US to Mexico and will co...

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SC Capital Partners and ADIA form investment partnership

November 28, 2022
Jabez Tan

Singapore-based private equity firm, SC Capital Partners, formed a data centre investment program wi...

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GoDaddy reports 3Q22 results; slowing growth exacerbated by Europe woes

November 28, 2022
Philbert Shih

GoDaddy reported its 3Q22 results, which showed weakness stemming from the weak macro environment th...

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Google signs first PPAs for clean energy in UK, Spain

November 28, 2022
Sacha Kavanagh

Google signed purchase power agreements (PPAs) in the UK and Spain. ...

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NorthC completes Germany acquisition, hires for DACH expansion

November 28, 2022
Sacha Kavanagh

NorthC Group completed the acquisition of Germany’s IP Exchange (first announced in September 2021...

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Social media infrastructure, M&A, APAC, subscale, product development, CFOs

November 28, 2022
Philbert Shih

It was a shorter week with the US Thanksgiving holiday followed by Black Friday and Cyber Monday. C...

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AMD CEO shares view on overall data centre market health in latest 3Q22 results

November 23, 2022
Jabez Tan

AMD reported its 3Q22 results with CEO Lisa Su sharing interesting perspectives on the overall healt...

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Thrive acquires Custard Technical Services in UK

November 23, 2022
Philbert Shih

Thrive made another acquisition, picking up Nottingham, UK-based support services provider Custard T...

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Node4 adds capacity for managed infrastructure complementing managed public cloud

November 23, 2022
Philbert Shih

Node4, a UK-based managed infrastructure provider, expanded its data centre footprint in Leeds to ac...

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Kaleyra uses Oracle Cloud for PaaS offering

November 23, 2022
Philbert Shih

Kaleyra, a listed PaaS provider for unified communications, confirmed plans to use the Oracle Cloud ...

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DigitalBridge acquires stake in Malaysia’s AIMS data centre platform for new edge data centre operating platform focused on the ASEAN region

November 23, 2022
Jabez Tan

DigitalBridge and Malaysia’s TIME dotCom Berhad (TDC) entered into a partnership that will see...

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OVH getting close to launching Glacier-type cloud storage service

November 22, 2022
Philbert Shih

Media reports indicate OVH is getting closer to launching a new archival cloud storage service akin ...

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