Market Trends

Michael Dell and Silver Lake in showdown with shareholders over VMware plan

A showdown is looming between Dell Technologies and the shareholders who own the tracking stock for its 81 percent stake in VMware. Amid widespread opposition to the plan for buying that tracking stock, Dell’s owners, Michael Dell and Silver Lake…

JP Morgan downgrades HP due to chip shortages, trade tariff risk

HP will face a more difficult industry environment for its computer business in the next year, according to J.P. Morgan. The firm lowered its rating to neutral from overweight for HP shares, predicting chip shortages and trade tariffs will hurt…

Filings Reveal Planned Microsoft and Google Data Center Expansions

Microsoft and Google have both filed paperwork to expand existing data center campuses. Microsoft filed permits to add 72 Diesel generators at its Quincy, Washington campus, while Google filed paperwork under its Maguro entity to expand a Charleston, South Carolina…

The DCT MidWeek Brief 4: Amsterdam and Non-Traditional NAM Markets Heating Up

Welcome to Midweek Brief 4: 4 Brief 4 Furious On Wednesdays, we like run through some of the big stories we’re noodling here at DCT. I’m not going to touch on current global politics, other than to say that current…

AT&T Sells Data Centers To Brookfield For $1.1B

North American Telecoms continue to dump data center assets. AT&T is the latest Telecom to sell off its colocation portfolio, selling 31 data centers to Brookfield Infrastructure Partners for $1.1B. Brookfield will launch a new colocation player atop the portfolio,…

Networks Can Easily Handle the ‘Content Tsunami’

  Data center company EdgeConneX  recently held its first networking event in the Netherlands. Guest author Edwin Feldmann provides an update on the company’s  opportunity, positioning and strategy. By: Edwin Feldmann For the first time, data center company EdgeConneX recently…

Facebook Building $750M Data Center In Alabama

Facebook is building a new $750M data center in Alabama. The 970,000 square foot facility will create around 100 jobs and is expected to be up and running by 2020. Huntsville, Alabama has an emerging tech scene. The location was…

$150M Tax Break Approved For Mystery Utah Data Center Project

An important vote on a proposed Eagle Mountain, Utah data center project has concluded. The Alpine School District Board of Education approved a plan 6-1 for an estimated $150M in tax breaks. The approved plan will see 100% of the…

Apple Scraps $1B Data Center Plans In Ireland

Apple scrapped plans for a billion dollar data center in Ireland citing frustration over planning delays. IDA Ireland, the agency responsible for attracting foreign investment, warned of potential global investment fallout as a result. Ireland is home to Apple’s European headquarters, with…

Intel Earnings Beat Driven By Data Center Biz

Intel handily beat earnings expectations for Q1 2018 on the strength of its data center business.  The company is undergoing a transformation that parallels the IT industry at large; its chip business focus is shifting from end user PCs to…