Analyst Notes

WSS: Market separation continues and opens up gaps for new platforms to target market inefficiencies

April 14, 2025
Philbert Shih

The sector continues to see transformation in the competitive landscape as business models shift to...

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Milan zoned land with power secured on the market

April 11, 2025
Sacha Kavanagh

Land in the Milan south AZ cluster is being marketed as Project Centro by real estate advisors DTRE ...

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Telehouse signs PPA for London renewable energy

April 11, 2025
Sacha Kavanagh

Telehouse signed a 10-year PPA with RWE that will supply a substantial amount of the renewable energ...

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SoftBank acquires Ampere to power AI compute infrastructure

April 11, 2025
Swapna Subramani

SoftBank Group disclosed a $6.5b all-cash acquisition of Ampere Computing, a US-based semiconductor ...

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1547, Harrison Street acquires DRFortress in Hawaii

April 10, 2025
Philbert Shih

1547 and Harrison Street acquired Hawaii-based data centre operator DRFortress from owner GI Partner...

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Rackspace launches AI-oriented private cloud infrastructure service

April 10, 2025
Swapna Subramani

Rackspace launched Rackspace AI Business, a private cloud offering aimed at supporting enterprise AI...

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Pulsant acquires two more UK data centres to take national footprint to 12

April 10, 2025
Sacha Kavanagh

Pulsant agreed to acquire two UK data centres from IT service provider SCC, including the staff and ...

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Digital Realty opens new Frankfurt data centre

April 10, 2025
Sacha Kavanagh

Digital Realty opened its FRA18 data centre in Frankfurt, the third facility on the Digital Park Fec...

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Energy company Eni plots Milan data centre with UAE partners

April 10, 2025
Sacha Kavanagh

Italy-based energy company Eni signed agreements with various UAE companies regarding data centre de...

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TA Digital Group pushing forward with master-planned and hyperscale colocation model; NoVA site on schedule

April 9, 2025
Philbert Shih

TA Realty shared some insights about its development pipeline. ...

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Microsoft to open Belgium cloud region; timing coincides with launch of Kevlinx facility

April 9, 2025
Sacha Kavanagh

Microsoft confirmed it will launch a cloud region in Belgium this autumn, having first announced it ...

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Equinix elevates long-time exec to MD, UK

April 9, 2025
Sacha Kavanagh

Equinix named James Tyler as MD for the UK. ...

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