Analyst Notes

DataBank breaks ground on SLC6 in Salt Lake City, Utah

September 9, 2021
Philbert Shih

DataBank broke ground on its new SLC6 data centre in the Salt Lake City, Utah area. ...

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ByteDance reported to be re-financing debt in advance of expansion initiatives; infrastructure implications

September 9, 2021
Philbert Shih

Media reports indicate ByteDance, parent of popular social media platform TikTok, is looking to re-f...

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Digital Ocean acquires serverless technology provider Nimbella

September 9, 2021
Philbert Shih

Digital Ocean made a technology acquisition, picking up Nimbella, a serverless platform built on top...

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Azion uses Radware security platform for bot detection

September 9, 2021
Philbert Shih

Azion, a Brazil-based edge computing and CDN provider, partnered with security vendor Radware. ...

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Switch considering REIT options

September 8, 2021
Sacha Kavanagh

Switch is evaluating a REIT election as well as its capital allocation plan, capital structure and a...

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Scala to be 100% renewable in Brazil by 2033

September 8, 2021
Sacha Kavanagh

DigitalBridge-owned Scala Data Centers signed a power purchase agreement for over 1,600GWh of renewa...

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NEXTDC reports 1H21 results; seeing the next wave of hyperscale demand

September 8, 2021
Jabez Tan

NEXTDC reported its 1H21 (FY21) results, with steady revenue growth and a pipeline that is quickly f...

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Estimates on AWS split between raw infrastructure and value-add

September 7, 2021
Philbert Shih

AWS does not share a ton of financial detail about the cloud business, but third party research we c...

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Navarik builds hybrid cloud with Equinix in Seattle and Google Cloud

September 7, 2021
Sacha Kavanagh

Vancouver-based Navarik, a SaaS provider of real-time petroleum tracking and inspection data intelli...

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Sun Life going cloud first with AWS

September 7, 2021
Sacha Kavanagh

Insurance company Sun Life selected AWS as its long-term strategic cloud technology provider. ...

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Korean MSP Metanet Tplatform secures investment

September 7, 2021
Sacha Kavanagh

Singapore-based PE firm Affirma Capital is investing US$100m in Korean MSP and Azure partner Metanet...

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Macquarie Data Centres reports FY21 results

September 6, 2021
Jabez Tan

Macquarie Telecom reported its FY21 results and broke out its data centre business separately in its...

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