Analyst Notes

Earnings, IPO, hyperscale results, CapEx, edge nodes, APAC, European expansions, hires

February 13, 2023
Philbert Shih

The early part of earnings season saw the hyperscale platforms share data points and insights on re...

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Involta releases new disaster recovery service

February 10, 2023
Vivian Kong

Involta introduced a new DRaaS service. It offers a three-tiered model for securing systems and data...

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Empyrion DC wins core network hub deployment from Sejong Telecom; hires former Digital Edge executive

February 10, 2023
Jabez Tan

Empyrion DC signed an MoU with Sejong Telecom (ST) that will see ST deploy its national network hub ...

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Bespin Global launches OpsNow360; shares strategic plans

February 10, 2023
Philbert Shih

South Korean MSP Bespin Global re-branded and launched its cloud management platform OpsNow360, whil...

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Microsoft Azure suffers outage in East US2 region

February 9, 2023
Philbert Shih

Microsoft recently experienced an outage that brought down Azure and other cloud-based services. ...

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Digital Realty signs PPA for 116MW of renewable energy in Germany

February 9, 2023
Sacha Kavanagh

Digital Realty signed a 10 year PPA for a 116MW share of a new 154MW solar project in Brandenburg, c...

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Nasdaq completes migration of trading system; shares data point on performance

February 9, 2023
Philbert Shih

Nasdaq confirmed completion of a migration to the AWS cloud. ...

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Prime Data Centers looks to Denmark for first international campus

February 9, 2023
Sacha Kavanagh

Prime Data Centers will build its first non-US campus on a 28 acre site in Denmark with 124MW of uti...

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Atos, AWS expand collaboration to move enterprise customers to cloud

February 8, 2023
Philbert Shih

Atos and AWS confirmed a new collaborative effort to accelerate cloud adoption for large enterprise ...

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Vantage Data Centers shares 2022 development activity and 2023 expansion plans

February 8, 2023
Jabez Tan

Vantage Data Centers shared an update on its data centre development activity in 2022. ...

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TierPoint shares data points on state of business

February 8, 2023
Philbert Shih

TierPoint shared some interesting data points in the public domain that speak to the current state o...

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Meta reports 4Q22 results; more adjustments in CapEx outlook with new data centre architecture

February 8, 2023
Philbert Shih

Meta reported its 4Q22 results and disclosed updated data points and information about its data cent...

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