Oracle Cloud, AWS establish interoperability agreement October 2, 2024 Philbert Shih Oracle Cloud and AWS established an interoperability agreement with the launch of Oracle Database@AW... Read more...
Megaport partners up with Aviatrix October 2, 2024 Jim Davis Megaport disclosed a new partnership with Aviatrix to offer networking and security solutions as ent... Read more...
WSS: AI is shaping demand, putting pressure on energy resources, and all this is coalescing towards another wave of sector expansion September 30, 2024 Philbert Shih We had a slower publishing week, as mentioned, due to our hosting of the infra / STRUCTURE summit ... Read more...
WSS: Growth, global expansions and energy demand drive investment in infrastructure; but will it encourage speculation and unequipped new entries? September 23, 2024 Philbert Shih It is peak season for us here at Structure Research as we host our annual infra / STRUCTURE summit... Read more...
Equinix wins deployment from Zscaler in Perth, Australia September 18, 2024 Jabez Tan Equinix won a colocation point of presence deployment with cloud security provider Zscaler at its Pe... Read more...
1547 Critical Realty Systems acquires carrier hotel in South Bend, Indiana September 18, 2024 Philbert Shih 1547 Critical Realty Systems partnered with Harrison Street Partners to acquire a connectivity-orien... Read more...
WSS: Trend lines and growth dynamics across Internet infrastructure September 16, 2024 Philbert Shih After most of the sector reports its quarterly earnings, we publish a quarterly update that provide... Read more...
American Tower reports 2Q24 results; steady forward progress September 9, 2024 Philbert Shih American Tower reported its 2Q24 results, which included a detailed look at the data centre operatin... Read more...
WSS: More energy company disclosures, new company formation point to sector’s healthy demand profile September 9, 2024 Philbert Shih We continue to push through earnings season, which takes us longer given the increasing diversity a... Read more...
WSS: Energy company disclosures provide clues and context for data centres and hyperscale September 3, 2024 Philbert Shih It takes us the better part of a month (and often longer) to comb through the results of all of the... Read more...
Earnings, GPU, supply chains, M&A, data centre expansions, cloud node expansions August 26, 2024 Philbert Shih The past week saw more from earnings season, developments in the GPU space, some M&A and extens... Read more...
StackPath data centre churn event data points August 21, 2024 Philbert Shih StackPath recently shuttered its operations and that will mean some churn for data centre colocation... Read more...
