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Thursday, February 8th, 2018

    Time Event
    12:17a
    Switch and Capital Dynamics Team Up on Solar in Nevada
    Data center provider and some of its clients will be the Gigawatt 1 project’s first customers.
    12:17a
    Switch and Capital Dynamics Plan US Record-Capacity Solar Project in Nevada
    Data center provider and some of its clients will be the first customers
    1:42a
    Switch and Capital Dynamics Plan US Record-Capacity Solar Project in Nevada (FB)
    Data center provider Switch will help clean energy investor Capital Dynamics build a large solar project in Nevada, promising future consumers a substantially lower solar energy rate than offered by NV Energy, the utility that serves a big portion of the state. The project is called Gigawatt 1. Its planned generation capacity is 1,000MW, which would make it the largest solar energy project in the US. Las Vegas-based Switch will be the project’s “anchor” customer, and several of its data center clients, whose names were not disclosed, have signed up as well.
    1:45a
    Keep Calm and Buy – Data Center Stocks are On Sale (FB)
    DCK Investor Edge: The broad selloff in US equities this past Friday and Monday erased January’s sizeable gains enjoyed by the DOW 30 and S&P 500. As of Tuesday afternoon, the five data center REITs: CoreSite Realty, CyrusOne, Digital Realty, Equinix, and QTS Realty were down an average of -8.75 percent. If you add the newly public Switch to the mix, the performance on average drops down to -10.1 percent. This selloff has created an opportunity to initiate a position in these data center providers or add to existing holdings. The way to take advantage in 2018 is to buy at these lower valuations.
    1:05p
    This Wave of Data Center Consolidation is Different from the First One
    The first wave of consolidation may have peaked, but the new one is just starting.
    6:57p
    LitBit’s AI to Help CBRE Manage Hundreds of Data Centers
    The deal has the potential to result in the largest case study for AI in data center management yet.
    10:01p
    Intel Launches Xeon Chips for Edge Computing
    Packs performance into a small-package, low-power Xeon SoC in a bid for the edge data center market.
    11:45p
    Five Requirements for Hyper-Converged Infrastructure Software
    Many vendors will claim to offer hyperconvergence software, but still significantly restrict how their solution can be deployed and used.

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