Analyst Notes

Xcel Energy reports 2Q24 results; shares data centre demand details

September 17, 2024
Philbert Shih

Xcel Energy reported its 2Q24 results, which included commentary, disclosures and data points around...

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CyrusOne and KEPCO begin construction on 48MW data centre in Osaka’s Keihanna area

September 16, 2024
Jabez Tan

CyrusOne began construction on its first data centre (OSK1) in Japan through the CyrusOne KEP entity...

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STT GDC breaks ground on second data centre in Jakarta, Indonesia

September 16, 2024
Philbert Shih

STT GDC broke ground on its second data centre in Jakarta, Indonesia. ...

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Oracle reports 1QFY25 results; cloud growth continues amid supply-demand imbalance, infrastructure expanding

September 16, 2024
Philbert Shih

Oracle reported its 1QFY25 results, which showed more momentum and data points that speak to the ups...

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The age of fake data centres?

September 16, 2024
Daniel Golding

At a recent event, on a great panel with industry experts like Buddy Rizer, Rich Paul-Hus, and the a...

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Data4 to build campus in Athens, Greece

September 16, 2024
Sacha Kavanagh

France-based Data4 is entering the Greek market with plans for a two data centre campus to the east ...

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WSS: Trend lines and growth dynamics across Internet infrastructure

September 16, 2024
Philbert Shih

After most of the sector reports its quarterly earnings, we publish a quarterly update that provide...

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2Q24 IB: Executive Summary

September 13, 2024
Philbert Shih

The sector did not move off course in the recent 2Q24 period but pushed forward steadily and perform...

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2Q24 IB: Separation emerging fast between data centre infrastructure for traditional cloud and AI

September 13, 2024
Philbert Shih

There is separation rapidly emerging between traditional hyperscale compute and storage infrastructu...

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2Q24 IB: Hyperscale self-builds continue across emerging regions

September 13, 2024
Philbert Shih

Hyperscale self-builds continue to gain momentum. ...

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2Q24 IB: Demand driving new requirements, financing to procure power and ensure ability to deliver

September 13, 2024
Philbert Shih

As hyperscalers and data centre operators continue to procure power for infrastructure capacity, pre...

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2Q24 IB: Stabilization carries over and still holding amid shifting conditions, emerging positive signs

September 13, 2024
Philbert Shih

The stabilization we have seen emerge in the last several quarters carried over into 2Q24. ...

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