Analyst Notes

Google reports 1Q24 results; more revenue uptick, increases in CapEx investments

May 2, 2024
Philbert Shih

Google reported its 1Q24 results, which saw more growth acceleration on a sequential basis for the G...

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Digital Realty partners with Enel X to use data centre batteries for grid stability in Ireland

May 2, 2024
Ainsley Woods

Digital Realty confirmed a new partnership with Enel Group’s energy supply and management arm ...

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Amazon reports 1Q24 results; AWS passes $100b ARR mark, showing more signs of reaccelerating

May 1, 2024
Philbert Shih

Summary: Amazon reported its 1Q24 results, which saw the AWS cloud business show meaningful growth o...

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STACK Infrastructure developing new Dallas campus

May 1, 2024
Vivian Kong

STACK Infrastructure confirmed plans to build a data centre campus on 100 acres south of Dallas in L...

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euNetworks launches latest metro fibre network in Brussels

May 1, 2024
Sacha Kavanagh

euNetworks launched a high-density fibre network in Brussels, its 18th metro network in Europe. ...

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Keppel DC REIT signs wind PPA with Greencoat Renewables in Dublin

May 1, 2024
Ainsley Woods

Keppel DC REIT confirmed signing a PPA with Greencoat Renewables to power its two data centre facili...

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Google breaks ground on fourth data centre in the Netherlands

May 1, 2024
Ainsley Woods

Google has broken ground on a data centre campus in Westpoort, Netherlands, in the Groningen municip...

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AtlasEdge enters Portugal with the acquisition of two sites in Lisbon

May 1, 2024
Ainsley Woods

AtlasEdge confirmed plans to enter the Portuguese market with the acquisition of two adjacent sites ...

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Crown Hosting Data Centres wins Bank of England contract

May 1, 2024
Sacha Kavanagh

The UK’s Crown Hosting Data Centres, a JV between Ark Data Centres and the government’s Cabinet ...

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MI: More signs that enterprise transition to cloud, outsourcing is picking up pace

April 30, 2024
Philbert Shih

There continue to be signs across the board that enterprises are picking up the pace with their digi...

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MI: Hyperscale CapEx set to increase in 2024 and beyond

April 30, 2024
Philbert Shih

CapEx spending is going up across the board for hyperscale platforms. ...

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MI: M&A transactions more oriented around capabilities than scale

April 30, 2024
Philbert Shih

The M&A landscape is still relatively quiet, compared to historical trends, but there were a num...

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