Analyst Notes

3Q24 IB: Joint ventures pooling capital and energy resources to pursue long-term hyperscale, AI opportunity

December 6, 2024
Philbert Shih

Large-scale joint ventures committing multi-billion dollar sums are set to pursue the hyperscale and...

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3Q24 IB: Hyperscale cloud demographic to widen sooner than later

December 6, 2024
Philbert Shih

The hyperscale cloud infrastructure category has few members. ...

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3Q24 IB: Stabilization of sector solidifies as gains continue to be made

December 6, 2024
Philbert Shih

The recent quarter showed more signs that a certain level of stabilization has set in for the sector...

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3Q24 IB: Executive Summary

December 6, 2024
Philbert Shih

The recent quarter saw the sector build on the emerging stability reached in the last few quarters. ...

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Equinix to develop new SG6 data centre in Singapore

December 5, 2024
Jabez Tan

Equinix confirmed development plans for its new SG6 data centre in Singapore with an initial investm...

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South Africa’s NAPAfrica hits new traffic peak

December 5, 2024
Sacha Kavanagh

Teraco-owned NAPAfrica, claimed to be the largest IX in Africa and the seventh largest in the world,...

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iomart Group 1HFY25 results reflect challenges

December 5, 2024
Sacha Kavanagh

The UK’s iomart Group released its 1HFY25 results for the six months ended September 30, 2024, wit...

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Verne switches to HVO in Finland

December 5, 2024
Sacha Kavanagh

Verne switched to HVO for the backup generators at its three data centres in Finland, located in Hel...

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nLighten rebrands Euclyde to nLighten France

December 5, 2024
Ainsley Woods

European regional edge provider nLighten rebranded Euclyde to nLighten France following its 2023 acq...

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QTS enters JV with Wren House for three NoVA data centres

December 4, 2024
Vivian Kong

QTS Realty Trust formed a JV with Wren House Infrastructure Management Limited. ...

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Rackspace wins AdventHealth for private cloud, managed services and infrastructure

December 4, 2024
Philbert Shih

Rackspace disclosed AdventHealth as a new private cloud customer. ...

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Pure Data Centres sets its sights on Saudi Arabia

December 4, 2024
Sacha Kavanagh

UK-based Pure Data Centres Group struck a JV with Dune Vaults to develop multiple 100MW+ campuses in...

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