Posts Tagged ‘colocation’

Digital Realty reports 3Q24 results; strong leasing even as 2024 revenue guidance lowered slightly

November 4, 2024
Ainsley Woods

Digital Realty reported its 3Q24 results; setting new leasing records in each of the 0-1MW, >1MW ...

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eStruxture to build third data centre in Calgary

November 4, 2024
Vivian Kong

Canadian operator eStruxture will invest over CAD $750m to build its third data centre in the Calgar...

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Microsoft reports FY1Q25 results; steady growth for Azure (update)

November 4, 2024
Philbert Shih

Microsoft reported its FY1Q25 results, which included data points for the Azure cloud business under...

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Equinix reports 3Q24 results; increased focus on xScale business driven by AI workloads

November 4, 2024
Jabez Tan

Equinix reported its 3Q24 results, which reflected a greater emphasis on its xScale hyperscale data ...

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WSS: Early returns from earnings season, ongoing strategic activity speak to trajectory of sector

November 4, 2024
Philbert Shih

The stretch run to the end of the year is underway as earnings season for the third quarter of the ...

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MI: Hyperscalers pushing into nuclear more aggressively as sector faces reality of constraints, time-to-market challenges

October 31, 2024
Philbert Shih

The past month saw a flurry of activity on the nuclear energy side of the game, with a number of hyp...

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MI: More JV formation as hyperscale and AI requirements climb rapidly

October 31, 2024
Philbert Shih

There was more JV activity in the past month as hyperscale data centre projects require increasingly...

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MI: CoreWeave, Lambda, GPU clouds consuming more data centre colocation

October 31, 2024
Philbert Shih

CoreWeave and Lambda continue to take down data centre colocation capacity, providing more colour on...

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MI: Hyperscale investments validate growth potential and upside of emerging cloud markets

October 31, 2024
Philbert Shih

Summary: One of the recurring themes just this past month was the sheer volume of investments being ...

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MI: Cryptocurrency infrastructure operators showing growth in traditional Internet infrastructure

October 31, 2024
Philbert Shih

The competitive landscape has shifted rapidly over the last 12-18 months, with a number of cryptocur...

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MI: Strategic side of business intensifies amid positive outlook for hyperscale sector

October 31, 2024
Philbert Shih

The strategic side of the business continues to gain momentum. In the past month, there were a numbe...

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Equinix opens first South Africa data centre

October 30, 2024
Sacha Kavanagh

Equinix opened JN1, its first data centre in Johannesburg, a 4MW facility that was announced in late...

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