Analyst Notes

Zoom adds data centre location in Mexico

June 2, 2021
Philbert Shih

Zoom added another data centre location in south America. ...

Read more...

Iron Mountain reports 1Q21 results; leases 9MW with two hyperscale deals

June 2, 2021
Jabez Tan

Iron Mountain reported its 1Q21 results, which included a breakout of its growing data centre busine...

Read more...

Fastly uses serverless compute platform for new storage service

June 2, 2021
Philbert Shih

CDN provider Fastly announced the Nearline Cache storage offering for customers with large content l...

Read more...

Sila exiting data centres with sale to Singapore’s Mapletree

June 2, 2021
Sacha Kavanagh

Sila Realty Trust (previously known as Carter Validus Mission Critical REIT II) agreed to sell up to...

Read more...

Equinix confirms move from on-premise to Oracle Cloud

June 2, 2021
Sacha Kavanagh

Equinix management went on record that it is migrating its ERP systems from on-premise to cloud. ...

Read more...

Singtel to explore potential sale of infrastructure assets; includes data centres

June 1, 2021
Jabez Tan

Singtel confirmed during its latest earnings announcement that it is undertaking a strategic reset t...

Read more...

DCI Indonesia opens JK5 in Jakarta

June 1, 2021
Philbert Shih

DCI Indonesia launched its JK5 facility in Jakarta. ...

Read more...

Microsoft acquires land parcel in Toronto; moves point to self-build

June 1, 2021
Philbert Shih

Media and other sources reported that Microsoft has acquired a retail property and plot of land in t...

Read more...

Oracle launches ARM-based cloud; challenging x86 dominance

June 1, 2021
Daniel Beazer

Oracle is bring a cloud compute platform to market that will not be powered by the x86 chips found i...

Read more...

Interxion discusses business in Madrid as work starts on fourth data centre

June 1, 2021
Sacha Kavanagh

We caught up with management at Interxion, part of Digital Realty, in Spain to discuss its Madrid da...

Read more...

Gigas reports 1Q21 results; strong acquisition-led growth

May 31, 2021
Sacha Kavanagh

Spain-based cloud provider Gigas released its financial results for 1Q21. ...

Read more...

VMware data points on compute and cloud growth from 1Q21

May 31, 2021
Philbert Shih

VMware shared a few data points on its earnings call that shed light on cloud infrastructure growth....

Read more...