data centres

DBS keeps 'buy' call on Keppel DC REIT even with Guangdong tenant's overhang - THE EDGE SINGAPORE

Broker's Calls

DBS keeps 'buy' call on Keppel DC REIT even with Guangdong tenant's overhang (update)

DBS is already assuming no income from Guangdong and any positive development will be an upside to its valuation estimates

Digital Economy

Solidifying data centres' vital role in the digital economy

Data centres are the unsung heroes of the digital age, especially as they support enterprise AI adoption and sustainability goals.
ESR’s Patmi declines by 59.8%, doubles down on data centres - THE EDGE SINGAPORE

Results

ESR’s maintains focus on fee-related AUM, doubles down on data centres

ESR Group's FY2023 Patmi declined by 59.8%, in line with peers. Plans to double down on data centres continue
Hindenburg Bets Against Data Centre Owner Equinix in New Report - THE EDGE SINGAPORE

REITs

Hindenburg bets against data centre owner Equinix in new report

Short-seller Hindenburg issues report on Equinix, Bloomberg says
Equinix report by Hindenburg unlikely to impact data centre S-REITs - THE EDGE SINGAPORE

REITs

Equinix report by Hindenburg unlikely to impact data centre S-REITs

Hindenburg report on Equinix unlikely to have major impact on S-REITs with data centres.
The data centre industry may have to find another source of power, which may be nuclear, says Digital Realty’s CTO - THE EDGE SINGAPORE

Tech

The data centre industry may have to find another source of power, which may be nuclear, says Digital Realty’s CTO

John Stewart, CEO of Digital Core REIT's manager, also said data centres will need more power for technologies such as gen AI.

Banking & finance

Banking on data centre technology

Like many other industries, banks rely extensively on data-driven information to provide seamless and secure financial services.
Are data centre REITs undergoing a reboot? - THE EDGE SINGAPORE

REITs

Are data centre REITs undergoing a reboot?

Data centre REITs' face challenges caused by global expansion of data centres coupled with tech companies downsizing

Digital Economy

Alibaba tumbles after nixing cloud spinoff on US chip curbs

Alibaba will instead focus on growing the unit organically and dole out its first-ever annual dividend of US$2.5 billion
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