Analyst Notes

Singapore’s CapitaLand to invest US$1.5b to develop data centre in India

February 7, 2022
Jabez Tan

The management team at Singapore’s CapitaLand Group confirmed plans to invest the equivalent of U...

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M&A, hyperscale, subscale cloud earnings, edge, managed SAP, expansions, geopolitics

February 7, 2022
Philbert Shih

It was another busy week across the sector. Earnings season kicked off and the public clouds were th...

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AtlasEdge acquires Leeds data centre to develop as UK regional aggregation hub

February 4, 2022
Sacha Kavanagh

AtlasEdge acquired the Cornelius House data centre in Leeds in the north of England from colocation,...

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HyperOne begins new hyperscale fibre network in Australia

February 4, 2022
Sacha Kavanagh

HyperOne began building a new 20k km digital backbone in Australia that will have capacity of over 1...

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Google reports 4Q21 results; steady growth, pieces in place for driving more scale

February 3, 2022
Philbert Shih

Google reported its 4Q21 results and this included data points and insights for the Google Cloud bus...

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Amazon reports 4Q21 results; yet more AWS acceleration

February 3, 2022
Philbert Shih

Amazon reported its 4Q21 results and included the usual split for the AWS cloud business. ...

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ColoHouse expands Miami data centre with third data hall opening

February 3, 2022
Al Lu

ColoHouse opened MIA3, the third data hall of its downtown Miami facility at 36 NE 2nd Street. ...

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Microsoft acquisition of Activision Blizzard part of larger push to gaming; infrastructure drivers

February 3, 2022
Philbert Shih

Microsoft acquired Activision Blizzard, a game developer and publisher of interactive and digital co...

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CloudHQ acquires NoVa data centre from COPT

February 3, 2022
Sacha Kavanagh

Corporate Office Properties Trust (COPT) sold its DC-6 data centre in Manassas, Virginia to CloudHQ�...

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Datacenter United increases Belgium footprint with DC Star acquisition; funding from TINC

February 3, 2022
Sacha Kavanagh

Belgium-based infrastructure investment firm TINC invested €5m in Datacenter United. ...

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Megaport reports record 2Q new customer and port growth

February 3, 2022
Sacha Kavanagh

Megaport released its financial results for 2QFY22 ending December 31, 2021. ...

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Wasabi opens new cloud storage region in Paris

February 2, 2022
Ainsley Woods

Cloud storage firm Wasabi opened a new region in Paris, France. ...

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