Analyst Notes

EdgeCore develops Reno data centre campus

August 22, 2023
Vivian Kong

EdgeCore broke ground on its first data centre campus in Reno, Nevada. ...

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Brookfield Infrastructure Partners shares data points about data centre portfolio

August 22, 2023
Philbert Shih

Brookfield Infrastructure Partners, which has acquired Data4 and confirmed plans to acquire Compass ...

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Bain Capital takes Chinese data centre operator ChinData private in $3.2b deal

August 22, 2023
Jabez Tan

Chinese data centre operator ChinData entered into a US $3.16b merger agreement with two wholly-owne...

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GoDaddy reports 2Q23 results; more of the same, uptake trends in motion

August 21, 2023
Philbert Shih

GoDaddy reported its 2Q23 results, which were comparable to what the company turned in last quarter ...

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Vantage tops out first building of Ashburn campus

August 21, 2023
Vivian Kong

Vantage Data Centres topped out its VA21 data centre. ...

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CoreWeave said to be adjusting expectations; infrastructure supply the underlying factor

August 21, 2023
Philbert Shih

Multiple media outlets point to how fast CoreWeave is growing, but there is additional reporting of ...

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Northern Data launches new brands for cloud, colocation, mining

August 21, 2023
Sacha Kavanagh

Germany-based Northern Data launched new divisional brands for its three core business areas: Taiga ...

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OVHcloud reports FY3Q23 results; consistent sequential performance, premium product demand

August 21, 2023
Philbert Shih

OVHcloud reported its 3QFY23 results, which showed relatively consistent performance on a sequential...

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Cloud, managed infrastructure earnings, hyperscale expansions, APAC, LatAm, M&A

August 21, 2023
Philbert Shih

It was a busy week that was highlighted by more results coming out of earnings season, new AI-orien...

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Lumen partners with Commvault for data protection

August 18, 2023
Philbert Shih

Lumen Technologies introduced a new security offering called Lumen Data Protect. ...

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Squarespace reports 2Q23 results, provides guidance

August 18, 2023
Philbert Shih

Mass-market cloud provider Squarespace disclosed its 2Q23 results. Total revenue came in at $247.5m,...

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365 Data Centers upgrades business continuity services

August 18, 2023
Vivian Kong

365 Data Centers continues to consolidate and integrate assets from the Sungard acquisition with re-...

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