Archive for the ‘Interconnection’ Category

Webscale, cloud, strategic developments, carve-outs, managed public cloud, industry dynamics

March 25, 2024
Philbert Shih

The sector had a busy week, with hyperscale expansions, strategic activity and technology acquisiti...

Read more...

4Q23 IB: Executive Summary

March 22, 2024
Philbert Shih

The sector took another step forward in the recent quarter as macroeconomic headwinds temper and con...

Read more...

Cloudflare enhances multi-cloud network management capabilities with Nefeli acquisition

March 20, 2024
Jim Davis

Cloudflare launched a new service for connecting multiple clouds called Magic Cloud Networking. The ...

Read more...

Gcore buys application security technology from StackPath

March 20, 2024
Jim Davis

Luxembourg-based cloud, CDN and edge company Gcore acquired technology from StackPath that will bols...

Read more...

Akamai reports 4Q23, FY23 results; compute continues healthy trajectory, enterprise uptake tracking

March 18, 2024
Philbert Shih

Summary: Akamai reported its 4Q23 and FY23 results, which showed a different growth story across its...

Read more...

Equinix set to bring in new CEO from Google Cloud

March 18, 2024
Philbert Shih

Equinix confirmed plans to bring in a new CEO in 2Q24. ...

Read more...

Cloud, edge, decentralization, egress fees, hyperscale, AI, dedicated builds, M&A, APAC

March 18, 2024
Philbert Shih

The sector had another busy week, with product and service developments in cloud, AI builds, data c...

Read more...

EXA Infrastructure plans new hybrid fibre-microwave transatlantic route

March 15, 2024
Sacha Kavanagh

EXA Infrastructure confirmed plans to build a new transatlantic route between London and New York th...

Read more...

Akamai kicks off Gecko initiative to bring cloud to the edge

March 11, 2024
Philbert Shih

Akamai disclosed more details about its plans to build and integrate more cloud infrastructure capab...

Read more...

American Tower reports 4Q23 results; consistent performance

March 11, 2024
Philbert Shih

American Tower reported its 4Q23 and FY23 results, which included a break-out for the data centre co...

Read more...

Earnings, M&A, nuclear power, hyperscale, webscale, GPUs, APAC, global expansion

March 11, 2024
Philbert Shih

A busy week saw more from earnings season, M&A activity in the hyperscale and managed infrastru...

Read more...

Digital Realty reports 4Q23 results; revenue bumpiness amid steady trajectory

March 7, 2024
Ainsley Woods

Digital Realty reported its 4Q23 results, which showed some bumpiness on a sequential basis even as ...

Read more...