Analyst Notes

The age of fake data centres: the cult of edge

December 5, 2025
Philbert Shih

itting and listening at a recent industry event in Reston, VA, I was struck by one theme: people lov...

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Schwarz Group breaks ground on Germany campus

December 5, 2025
Philbert Shih

Schwarz Group broke ground on its previously disclosed campus in Lübbenau in eastern Germany. ...

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xAI, HUMAIN & Nvidia plan 500MW AI data centre in Saudi Arabia

December 5, 2025
Swapna Subramani

lon Musk’s xAI is partnering with Saudi-based HUMAIN and Nvidia to develop a 500MW AI data centre ...

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OpCore data centre project progresses at former EDF site near Paris

December 4, 2025
Ainsley Woods

New details have emerged on the deal between French utility EDF and data centre operator OpCore to d...

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Amazon to invest $3b for a new campus in Mississippi

December 4, 2025
Vivian Kong

Amazon confirmed plans to invest $3b for a new AI and cloud data centre in Warren County, Mississipp...

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AWS buys more land for UK self-builds?

December 4, 2025
Sacha Kavanagh

Germany-based energy company RWE released its results for the nine months ended September 30, 2025 a...

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Nebius AI Cloud now available in the UK

December 4, 2025
Sacha Kavanagh

Amsterdam-based neocloud Nebius launched Nebius AI Cloud in the UK with what it claims is the first ...

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Microsoft launches Belgium cloud region

December 4, 2025
Sacha Kavanagh

Microsoft launched the Azure Belgium Central cloud region in Brussels, as promised earlier this year...

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Crusoe launches cloud infrastructure service for AI inferencing

December 3, 2025
Philbert Shih

Crusoe launched Crusoe Managed Inference, a cloud infrastructure service that is tailored for AI inf...

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Adam Ecotech breaks ground on new data centre in Barcelona

December 3, 2025
Ainsley Woods

Spanish data centre operator Adam Ecotech broke ground on a new facility in the Parc de l’Alba...

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Google to invest $40b into Texas through 2027

December 3, 2025
Vivian Kong

Google shared plans to invest $40b in data centres and related infrastructure across Texas through 2...

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OpenAI rolls out sovereign AI services in the UK; government uptake

December 3, 2025
Sacha Kavanagh

Business/government customers using OpenAI’s API Platform, ChatGPT Enterprise and ChatGPT will be ...

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