Analyst Notes

Pure DC enters Amsterdam, takes over Westpoort project

January 8, 2026
Sacha Kavanagh

Pure Data Centres confirmed its entry into the Amsterdam market with the claim of having signed the ...

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Amazon taps company veteran to head up new computing arm

January 7, 2026
Philbert Shih

Amazon named 27-year company veteran Peter DeSantis, SVP of AWS Utility Computing Products, as the h...

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Element Critical brings in new investors; acquires enterprise data centres

January 7, 2026
Philbert Shih

Element Critical brought in new investors and acquired two enterprise data centre assets in Texas. ...

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Applied Digital proposes spin-out of cloud computing business; to focus on hyperscale data centre colocation

January 7, 2026
Philbert Shih

Applied Digital disclosed plans to sell its cloud computing assets to EKSO Bionics to form a new com...

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Accenture acquires DLB Associates; enhancing data centre advisory, consulting

January 7, 2026
Philbert Shih

Accenture acquired a majority stake in DLB Associates, a data centre and mission-critical facility e...

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Bitfarms sells 70MW Paraguay site; re-invests in North America business

January 7, 2026
Vivian Kong

Bitfarms, founded in Quebec, Canada, entered an agreement to sell its 70MW site in Paso Pe, Paraguay...

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Beale Infrastructure adds to management team; new platform developing project in Oklahoma

January 7, 2026
Philbert Shih

Newly formed data centre operator and developer Beale Infrastructure added two executives to its sen...

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ClusterPower secures backing from former Chayora founders; plots 800MW AI campus in Romania

January 7, 2026
Sacha Kavanagh

Romania’s ClusterPower and Hong Kong-based Accelerated Infrastructure Capital (AIC) signed an agre...

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Nscale acquires data centre engineering consultancy Future-tech

January 6, 2026
Philbert Shih

Neocloud Nscale acquired Future-tech, a data centre engineering consultancy based in the UK. ...

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Alphabet acquires Intersect for $4.5b; securing and producing energy for Google’s data centres

January 6, 2026
Philbert Shih

Alphabet, parent company of Google, acquired Intersect for $4.5b in cash, while assuming all debt. ...

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NVIDIA licenses technology from Groq in $20b deal; acquire-hire to address inferencing, training separation

January 6, 2026
Philbert Shih

NVIDIA and Groq entered into a licensing arrangement that will see NVIDIA pay Groq to use and integr...

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Goodman, CPP Investments target FLAP markets with new Europe partnership

January 6, 2026
Sacha Kavanagh

Goodman and Canada Pension Plan Investment Board (CPP Investments) signed an agreement for a €8b d...

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