Archive for the ‘Colocation’ Category

Microsoft opens Madrid cloud region, planning big investment in Zaragoza

June 17, 2024
Sacha Kavanagh

Microsoft opened its Spain Central cloud infrastructure region based out of Madrid. ...

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STACK Infrastructure secures $1.3b in financing for global development

June 17, 2024
Vivian Kong

STACK Infrastructure secured $1.3b of funding to develop its global properties, and includes a green...

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Oracle reports 4QFY24 results; Oracle Cloud with strong forward momentum, driving wider business

June 17, 2024
Philbert Shih

Oracle reported its 4QFY24 results, which showed more forward momentum. In terms of the wider Oracl...

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M&A, power constraints, GPUs, data centre technology, earnings, cloud, edge nodes

June 17, 2024
Philbert Shih

Another busy week saw developments in M&A, more discussion around power constraints, public clo...

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1Q24 IB: Integrators, IT services firms, consultancies emerging as divestment sources

June 14, 2024
Philbert Shih

The divestment of data centre and managed infrastructure assets could start to come from outside the...

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1Q24 IB: AI sparking company formation across segments, partnerships for scenarios

June 14, 2024
Philbert Shih

Rapidly emerging AI demand has sparked a wave of new company formation. ...

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1Q24 IB: Renewable energy procurement steady, sustainable technology, operations gaining ground

June 14, 2024
Philbert Shih

Hyperscalers and scaled data centre operators kept the pace up with renewable energy purchases to of...

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1Q24 IB: Hyperscale CapEx trending upwards on long-term basis; multiple drivers

June 14, 2024
Philbert Shih

Hyperscale platforms continue to increase CapEx spending to support cloud infrastructure expansion p...

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1Q24 IB: Hyperscale self-builds continue to shape data centre colocation sector

June 14, 2024
Philbert Shih

The past quarter saw self-build activity in global markets, with primarily AWS and Microsoft Azure l...

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1Q24 IB: More signs of stabilization across the sector

June 14, 2024
Philbert Shih

The 1Q24 reporting period provided more evidence that the sector has started to stabilize, building ...

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1Q24 IB: Hyperscalers doubling down on cloud investments, fuelled by AI

June 14, 2024
Philbert Shih

AWS and Microsoft Azure are aggressively pumping more capital into markets around the world to suppo...

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1Q24 IB: GPU cloud providers raising more capital

June 14, 2024
Philbert Shih

GPU cloud providers continue to raise capital to support growth and expansion. ...

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