Analyst Notes

CyrusOne brings in senior executive responsible for energy

October 8, 2024
Philbert Shih

CyrusOne named Gene Alessandrini SVP of energy. ...

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Microsoft to invest €4.3b to boost AI infrastructure and cloud capacity in Italy

October 8, 2024
Ainsley Woods

Microsoft is planning to spend €4.3b over the next two years to expand cloud and AI infrastructure...

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EcoDataCenter secures funds for expansion

October 8, 2024
Sacha Kavanagh

Sweden’s EcoDataCenter issued SEK1b (~US$97m) in senior unsecured bonds. ...

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Huawei Cloud shares data point on cloud growth in SG

October 7, 2024
Philbert Shih

Huawei Cloud disclosed a useful data point to media outlets about cloud infrastructure growth in Sin...

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Equinix to form $15b JV with GIC and CPP Investments to expand xScale footprint across the US

October 7, 2024
Ainsley Woods

We caught up with management at Equinix to discuss its recent JV announcement aimed at expanding its...

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WSS: Demand profile for the sector remains strong and is driving investment and new opportunities

October 7, 2024
Philbert Shih

We had a slower publishing week due to the infra / STRUCTURE summit in Las Vegas. A big thanks fr...

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MI: Demand profile across sector showing more movement in positive direction

October 4, 2024
Philbert Shih

The demand profile for the sector continues to push forward, though there are some different dynamic...

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MI: Hyperscalers investing heavily in public cloud infrastructure; still the main driver

October 4, 2024
Philbert Shih

Sometimes lost amid the conversation around AI is the simple fact that hyperscale public cloud is st...

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MI: Demand is opening the door to more opportunity and aspirational activity

October 4, 2024
Philbert Shih

There is clearly no shortage of interest in the sector these days and the increased constraints on p...

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MI: New company formation continues; interest in both build in operate and pre-development from real estate, energy

October 4, 2024
Philbert Shih

New company formation is increasingly common these days as the sector continues to grow and expand, ...

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MI: Diverse range of M&A activity across various ecosystem parts

October 4, 2024
Philbert Shih

M&A activity continues to ratchet up and the past month saw a diverse range of transactions from...

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MI: More energy company disclosures speak to level of demand coming from hyperscale

October 4, 2024
Philbert Shih

Picking up where we left off last month, there were more data points coming from energy companies a...

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