Analyst Notes

Tencent Cloud to shift cloud computing approach

June 14, 2022
Philbert Shih

Tencent confirmed on its recent earnings call that it would shift strategy on the cloud computing si...

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Lendlease names new head of data centres

June 14, 2022
Philbert Shih

Lendlease named Sunita Bottse as head of data centres. ...

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Digital Ocean shares data points at Analyst Day; orienting around higher value cohorts

June 14, 2022
Philbert Shih

Digital Ocean held its Analyst Day and shared some insights and data points about the state of the b...

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Oracle reports FY4Q22 results; more data points, trends in place

June 14, 2022
Philbert Shih

Oracle reported its FY4Q22 (CY1Q22) results, which provided some insights into Oracle Cloud and its ...

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KKR acquires German provider Contabo; Oakley Capital stays on as investor

June 14, 2022
Philbert Shih

KKR joined Oakley Capital as investors in German cloud and hosting provider Contabo. ...

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CWCS acquires Stripe 21; adds communications services to managed infrastructure portfolio

June 13, 2022
Philbert Shih

UK-based MSP and managed hoster CWCS acquired Stripe 21. ...

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Fully Managed acquires Ook Enterprises in Vancouver

June 13, 2022
Philbert Shih

Fully Managed, now part of TELUS Business Solutions, acquired Ook Enterprises, a managed IT services...

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STACK partners with Hickory to develop 124MW of hyperscale data centres across Australia

June 13, 2022
Jabez Tan

STACK Infrastructure partnered with real estate developer Hickory to construct data centres in Austr...

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STT GDC to build second 30MW data centre in Seoul, South Korea

June 13, 2022
Jabez Tan

STT GDC confirmed plans to build a second data centre in Seoul, South Korea located in the Gasan-don...

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Cloud node expansions, subscale expansions, leasing data points, M&A, Frankfurt

June 13, 2022
Philbert Shih

The week saw more cloud node expansions across both subscale and hyperscale platforms, evidence of...

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Vultr puts Vultr Talon into beta; virtualizing GPUs for wider range of compute-intensive workloads

June 10, 2022
Philbert Shih

Subscale provider Vultr introduced Vultr Talon into beta, currently live only the New Jersey data ce...

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Green Mountain adds capacity for BTS in Norway

June 10, 2022
Philbert Shih

Green Mountain Data added capacity to its existing DC2-Telemark data centre. ...

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