Investing

DCK Investor Edge: Equinix CEO Steve Smith this week fleshed out the company’s strategy for riding the next wave of data center expansion by the dozen largest hyper-scale platforms, which includes building 1MW to 2MW nodes for those clients.

DCK Investor Edge: Once the $442 million transaction closes, CyrusOne will join Equinix and Digital Realty as the third publicly traded US-based data center operator with significant customer offerings in both North America and Europe.

DCK Investor Edge: The $1.3 billion acquisition was an expensive one, which the market did not like in the short term.

Total cloud revenue rose 44%; new software licenses held firm; forecast also misses projections with slower cloud growth

A prominent investment advisor says there is still plenty of opportunity for smaller players.

Tier 2 and edge data center market player secures capital to fund further growth plans

Cloud landlords parade China strategies while reporting solid leasing across the board

Azure services revenue rises 90%, Office 365 Jumps 42%; gross margins in cloud products improved, driven by Azure

US REIT creates an opportunity for investors eager to take advantage of the cloud growth in China.

Companies strike partnership, hoping to pass hyper-scale business to each other