Analyst Notes

NTT GDC elevates SVP to COO role

September 17, 2025
Philbert Shih

NTT DATA elevated Joe Pace to COO for the NTT GDC arm of the business. ...

Read more...

center3 commits $10b to reach 1GW data centre capacity by 2030

September 17, 2025
Swapna Subramani

center3, the digital infrastructure arm of Saudi Telecom Company (STC), unveiled a significant expan...

Read more...

NVIDIA buying excess CoreWeave infrastructure capacity

September 17, 2025
Philbert Shih

CoreWeave disclosed an expansion of its MSA with NVIDIA that was signed April 10, 2023. ...

Read more...

Google opens London self-build; strikes energy management contract

September 17, 2025
Sacha Kavanagh

Google opened its first self-build in the UK, in Waltham Cross in north London. ...

Read more...

OpenAI considering South Korea for data centre location

September 16, 2025
Philbert Shih

Media outlets attending a press conference in Seoul said OpenAI is considering building out data cen...

Read more...

Nebius secures $17b Microsoft contract for AI infrastructure capacity in New Jersey

September 16, 2025
Sacha Kavanagh

Microsoft agreed to lease AI infrastructure from the Netherlands-based neocloud Nebius Group, at its...

Read more...

NVIDIA said to be focused less on DGX Cloud and direct service delivery; not a simple question of demand, but multiple variables at work

September 16, 2025
Philbert Shih

Media reports citing people with direct knowledge of the internal situation at NVIDIA say that it ha...

Read more...

NorthC plans third Basel, Switzerland data centre

September 16, 2025
Sacha Kavanagh

NorthC Group is planning to build a greenfield data centre at the uptown Basel Innovation Campus in ...

Read more...

RadiusDC breaks ground on Nashville data centre

September 15, 2025
Vivian Kong

RadiusDC, backed by Blue Owl Capital, broke ground on its newest data centre in Nashville, Tennessee...

Read more...

NVIDIA to become Lambda cloud customer; data points on Lambda performance

September 15, 2025
Philbert Shih

Media outlets are reporting that NVIDIA has become a significant customer of neocloud provider Lambd...

Read more...

OpenAI signs large cloud infrastructure deal with Oracle Cloud; how much will materialize?

September 15, 2025
Philbert Shih

OpenAI is reported to have signed a $300b cloud infrastructure agreement with Oracle Cloud. The repo...

Read more...

Finnish neocloud DataCrunch raises €55m

September 15, 2025
Sacha Kavanagh

Finland-based neocloud DataCrunch (a new one to us) raised €55m in a combination of debt and equit...

Read more...