Analyst Notes

DOD re-affirms JEDI award to Microsoft, but work can’t begin while Amazon protests

September 16, 2020
Sacha Kavanagh

The US Department of Defense completed its re-evaluation, and reaffirmed the award, of the $10b JEDI...

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South Korea’s Kakao building first data centre south of Seoul

September 15, 2020
Jabez Tan

South Korea’s Kakao Corp will build its first data centre located 30km (18 miles) south of Seo...

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Fastly acquires Signal Sciences for security at the edge

September 15, 2020
Philbert Shih

CDN provider Fastly acquired security technology vendor Signal Sciences, based in Los Angeles, CA. ...

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Interxion acquires land in Madrid, Spain

September 15, 2020
Ainsley Woods

Interxion acquired a 3.6 acre parcel of land in Madrid, less than 1km from their existing data centr...

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NEXTDC reports FY20 results; signs 16.7MW during 1H20

September 15, 2020
Jabez Tan

NEXTDC reported its 1H20 (FY20) results, with revenue from data centre services coming in at A$105.4...

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EdgeMicro adds five new sites to footprint; ups capacity, serving major customers for content, apps

September 14, 2020
Philbert Shih

EdgeMicro confirmed the expansion of its edge data centre footprint to five additional US markets: H...

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NTT Global Data Centers begins new London data centre

September 14, 2020
Sacha Kavanagh

NTT Global Data Centers began construction of another London data centre. ...

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CyrusOne discusses momentum in Frankfurt, Europe business

September 14, 2020
Sacha Kavanagh

We caught up with the European management at CyrusOne to discuss the recently announced fourth Frank...

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Zoom reports 2QFY21 results; huge COVID-led quarter

September 14, 2020
Sacha Kavanagh

Zoom reported its financial results for 2QFY21 (ended July 31, 2020), again exceeding even the most ...

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CenturyLink outage takes down network, Internet services

September 14, 2020
Sacha Kavanagh

A misconfiguration at a CenturyLink data centre in Toronto caused a global Internet outage on August...

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IPO, earnings, Europe, data centre expansions, APAC, edge

September 14, 2020
Philbert Shih

The sector continued to move along as it came out of long weekends in the US, UK and Canada. Earn...

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Facebook selects Tennessee for 13th US data centre

September 11, 2020
Sacha Kavanagh

Facebook broke ground on a new data centre in Gallatin, Tennessee, 30 miles north east of Nashville....

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