Bill Stoller
datacenter
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Past articles by Bill:
DCK Investor Edge: The Rise and Rise of Vantage Data Centers
Vantage now operates 26 data center campuses across five continents, up from one geographic location in 2016. Here’s how it happened. → Read More
QTS Says Its Digital Transformation Is Winning It Business
DCK Investor Edge: The data center provider claims its investment in new customer tools is starting to pay dividends. → Read More
Vantage Deploys $2B War Chest to Expand into Europe’s Hyperscale Markets
The Digital Colony-backed wholesale developer acquires Etix, plus four large sites in EU markets. → Read More
Colony Capital’s CEO-Elect Marc Ganzi Explains Its Pivot to Digital
DCK Investor Edge: The exec lays out the role Colony 2.0 will play in 5G and edge computing. → Read More
Here’s What Moved the Needle for Data Center Investment in 2019
DCK Investor Edge: These are the year’s trends and events that mattered most. → Read More
Data Center REITs Report Solid Third-Quarter Results (Part 2)
DCK Investor Edge: Data center REITs reported an impressive third quarter. Here’s the second part of our earnings coverage. → Read More
Digital’s Interxion Deal Overshadows Strong Data Center Sector Results
DCK Investor Edge: Data center REITs reported an impressive third quarter. Here’s Part 1 of our earnings coverage. → Read More
Data Center REIT Stocks Continue Soaring. Will It Last?
DCK Investor Edge: The big question now is whether all the good news is already baked into the prices. → Read More
Why Data Center REIT Stocks are Outperforming This Year
DCK Investor Edge: A mix of macro-economic factors and sector-specific tailwinds led to a strong first half. → Read More
GDS Keeps Up Exponential Growth Despite Trade War
DCK Investor Edge: Chinese clouds stay hungry for data center space despite disrupted global IT supply chains. → Read More
Developers Lean on Joint Ventures to Fund Hyperscale Data Centers
DCK Investor Edge: Why even the biggest players increasingly look for investment partners. → Read More
Why the Northern Virginia Data Center Market Is Bigger Than Most Realize
DCK Investor Edge: The market has been smashing all records as the world’s largest, and it’s managed to do it based on numbers that don’t include the largest tenant there. → Read More
What Switch Is Doing to Right the Ship
DCK Investor Edge: Data center provider hires a Wall Street pro to help its public-market position → Read More
Why GDS Thinks It’ll Go on Winning in the Chinese Data Center Market
Chinese hyperscalers continuing to fuel its growth as before, the company signs more internet heavyweights as customers. → Read More
DCK Investor Edge: Why Switch Shares Tanked This Week
The dip appears to have less to do with third-quarter numbers than with future uncertainty. → Read More
What Tech Wreck? Data Center Stocks Offer Shelter in a Stormy Market
DCK Investor Edge: REITs, including data center REITs, have been one of the few places to hide from this week’s carnage. → Read More
Why the Selloff Can Be a Data Center Stocks Buying Opportunity
On balance, semi-active data center REIT investors who’ve bought the dips this year have fared better than others. → Read More
N. Virginia’s Already Tight Data Center Real Estate Market Just Got a Lot Tighter
DCK Investor Edge: Digital Realty secures huge runway for further expansion near Dulles International → Read More
Switch Results Disappoint Wall Street Again, Stock Craters
Data center provider Switch reported disappointing results for the third quarter in a row • The results, which failed to meet Wall Street’s expectations, led to the company’s stock dropping to its lowest point since its IPO last October • Analysts covering the company appear to be losing patience with the C-suite’s narrative, which had promised growth much sooner than management is now expecting → Read More
GDS Says Information in Short-Seller Blue Orca’s Report False
DCK Investor Edge: As Chinese data center provider’s shares soar again, Blue Orca issues rebuttal → Read More