Posts Tagged ‘data centre’

3Q23 IB: ChinData Group latest to go from public to private

December 8, 2023
Philbert Shih

Bain Capital took listed Chinese data centre operator ChinData Group private. ...

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3Q23 IB: Stabilization emerging for second quarter in row

December 8, 2023
Philbert Shih

After six quarters of growth deceleration, the sector has started to show signs of stabilization. ...

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3Q23 IB: AI driving unprecedented levels of demand for data centre colocation

December 8, 2023
Philbert Shih

The building and expansion of AI-oriented infrastructure has driven significant demand for data cent...

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3Q23 IB: Cloudflare positioning AI strategy around R2, network

December 8, 2023
Philbert Shih

Cloudflare now has GPUs up and running in 75 of its global locations and made significant progress i...

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3Q23 IB: Akamai and others leading charge to convert CDNs to edge computing platforms:

December 8, 2023
Philbert Shih

Akamai completed a significant infrastructure expansion phase that involved a number of global marke...

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3Q23 IB: Capital, real estate continuing platform formation and new market entry

December 8, 2023
Philbert Shih

New data centre operating platforms continue to be formed amid healthy fundamentals and a positive g...

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3Q23 IB: Tesla going to build more data centres, but potentially more self-build than colocation

December 8, 2023
Philbert Shih

Tesla moved into the data centre colocation environment formerly occupied by Twitter in Sacramento, ...

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3Q23 IB: Enterprise colocation wins impacted by cloud and need for interconnection

December 8, 2023
Philbert Shih

Enterprise migration to public cloud can have a negative impact on data centre colocation demand and...

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3Q23 IB: AWS moving to edge, expanding portfolio to handle wider range of scenarios, requirements

December 8, 2023
Philbert Shih

AWS continues to build out its edge infrastructure footprint. ...

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3Q23 IB: CoreWeave leasing from colocation providers with certain characteristics

December 8, 2023
Philbert Shih

CoreWeave has been leasing significant volumes of data centre colocation to support its expansion ef...

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3Q23 IB: AI rise spawning new provider formation

December 8, 2023
Philbert Shih

GPU-based cloud infrastructure services, propelled by the demand for AI, are gaining traction and sp...

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3Q23 IB: Few outages, but Microsoft went down with interesting implications

December 8, 2023
Philbert Shih

Performance across the sector was good in the recent quarter and there were few outages of note. ...

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