Analyst Notes

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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Google launches latest Netherlands self-build data centre

December 3, 2025
Sacha Kavanagh

Google opened its new Winschoten area data centre in Groningen in the north east of the Netherlands,...

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PDG breaks ground on 120MW data centre campus in Jakarta, Indonesia

December 3, 2025
Swapna Subramani

Princeton Digital Group confirmed breaking ground on JC3, a 120MW data centre campus in greater Jaka...

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South Korea joins UAE’s Stargate project, broadening AI infrastructure coalition

December 3, 2025
Swapna Subramani

South Korea agreed to collaborate with the UAE on Stargate, the multi-gigawatt AI data centre progra...

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Dominion Energy reports 3Q25 results; 47GW of data centre capacity contracted

December 3, 2025
Vivian Kong

Dominion Energy reported its 3Q25 earnings, with some data points on data centre demand. ...

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Samsung, SK and OpenAI collaborating on data centre development in South Korea

December 3, 2025
Philbert Shih

OpenAI signed a number of MoUs to explore hyperscale data centre development in South Korea. ...

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