Analyst Notes

GDS International re-brands to DayOne; raises funds, hires in Spain as it looks to expand outside APAC

January 13, 2025
Sacha Kavanagh

The first day of the year saw the official launch of DayOne, formerly GDS International, which split...

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Digital Edge raises $1.6b to power growth in the face of demand in APAC

January 13, 2025
Swapna Subramani

Singapore-based Digital Edge confirmed raising $1.6b in both debt and equity to fund expansion to me...

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WSS: Chinese hyperscalers turning corner as public cloud sector prepares for AI push, while NVIDIA lurks as potential entrant

January 13, 2025
Philbert Shih

Things are starting to get rolling, but a number of developments coming out of late 2024 shaped our...

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India-Europe-Xpress cable lands in Crete, Greece

January 10, 2025
Sacha Kavanagh

Vodafone Greece landed the India-Europe-Xpress (IEX) subsea cable in Crete. ...

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Alibaba Cloud cuts prices for AI tools

January 10, 2025
Philbert Shih

Alibaba Cloud cut prices by about 80% for the Tongyi Qianwen LLM service. ...

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Yondr Group secures financing for first phase of campus build in Johor, Malaysia

January 10, 2025
Philbert Shih

Yondr Group confirmed that it has secured financing of more than USD $900m to support the constructi...

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Comcast moves 5G core out of traditional infrastructure deployments to AWS

January 10, 2025
Philbert Shih

Comcast moved its 5G wireless core to AWS, migrating out of traditional on-premise infrastructure. ...

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TIM expanding with new Rome data centre, high density capacity in Rome, Milan

January 10, 2025
Sacha Kavanagh

Telecom Italia (TIM) disclosed plans to invest €130. ...

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Tencent Cloud seeing GPU-based cloud growth, driving CapEx

January 9, 2025
Philbert Shih

Tencent Cloud shared a few interesting data points on its recent earnings call. ...

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Google strikes PPA for renewable energy in the Netherlands

January 9, 2025
Sacha Kavanagh

Google signed a PPA with Copenhagen Infrastructure Partners to buy 250MW of wind power in the Nether...

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Tencent Cloud to invest an additional $500m in Indonesia data centres; GoTo Group using more cloud

January 9, 2025
Justin Saputra

Tencent Cloud confirmed plans to invest $500m to establish a third AZ in Jakarta, Indonesia. ...

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Nscale secures $155m to expand AI data centre capacity

January 9, 2025
Sacha Kavanagh

Nscale, a London-based GPU cloud provider, secured $155m in Series A funding. ...

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