Analyst Notes
MI: Realignment in M&A moving to CDN space
Realignment of assets, many of which are legacy in nature, has been a persistent theme in M&A ov...
Read more...MI: Separation in colocation extending to hyperscale colocation space
The data centre sector continues to separate. ...
Read more...MI: Public cloud growth deceleration showing more signs of stabilization
Public cloud growth has decelerated over the last six quarters. ...
Read more...Meta reports 3Q23 results; shares CapEx details and hints about new data centre architecture
Read more...Cologix and CIM Group open 15MW facility in Toronto
Cologix and JV partner CIM Groupcompleted the new 15MW Scalelogix TOR4 data centre in Toronto. ...
Read more...Amazon reports 3Q23 results; growth deceleration stabilizes on sequential basis (update)
Amazon reported its 3Q23 results, which included details for the AWS cloud infrastructure arm. ...
Read more...Start Campus, EllaLink promote Sines in Portugal for new subsea cables
Various interested parties are working to create the ‘Atlantic Hub’ subsea cable hub at Sines in...
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