Analyst Notes

Equinix to build $22m LG3 data centre; third Lagos facility

November 19, 2025
Swapna Subramani

Equinix plans to invest $22 million in a new data centre in Lagos, Nigeria, its first newly built fa...

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Meta breaks ground on data centre in Beaver Dam, Wisconsin

November 18, 2025
Vivian Kong

Meta broke ground on its newest data centre in Beaver Dam, Wisconsin, and its 30th globally. ...

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DartPoints invest $125m for Greenville, SC expansion

November 18, 2025
Vivian Kong

DartPoints confirmed plans to invest $125m to expand its data centre in Greenville, South Carolina. ...

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AWS to build new US-Ireland subsea cable

November 18, 2025
Sacha Kavanagh

AWS revealed it will build a new subsea cable between the US and Ireland. ...

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Bulk secures financing for Norway expansion; CoreWeave the likely customer

November 18, 2025
Sacha Kavanagh

Bulk Infrastructure closed a €410m senior secured loan to support expansion at its NO1 campus in K...

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CapitaLand commits $1b to scale India data centre portfolio to 500MW

November 18, 2025
Swapna Subramani

CapitaLand Investment plans to double its India data centre capacity from 245MW to nearly 500MW by 2...

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AWS helps regional planning with new comparison tool

November 17, 2025
Philbert Shih

AWS rolled out a new service called AWS Capabilities by Region. ...

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Prime Data Centers to host Lambda infrastructure in Los Angeles data centre

November 17, 2025
Philbert Shih

Prime Data Centers confirmed a data centre colocation lease with neocloud Lambda. ...

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Iron Mountain reports 3Q25 results; signs 13MW of new leasing

November 17, 2025
Ainsley Woods

Iron Mountain reported its 3Q25 results and signed a total of 13MW in new leasing during the quarter...

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Cipher signs $5.5b data centre deal with AWS; developing more sites for AI, hyperscale infrastructure

November 17, 2025
Philbert Shih

Publicly listed Cipher and its Cipher Mining arm signed a 15-year deal with AWS worth $5.5b to provi...

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CoreWeave reports 3Q25 results; data centre delivery delays have short-term impact, self-building data centres to de-risk capacity building

November 17, 2025
Philbert Shih

CoreWeave reported its 3Q25 results, which saw more revenue growth, but some slowing given data cent...

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Megaport acquires Latitude.sh; adding compute to connectivity to capture more of value chain

November 17, 2025
Philbert Shih

Megaport, a NaaS provider based in Melbourne, Australia, entered into a definitive agreement to acqu...

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