Analyst Notes

WSS: Webscale earnings reveal more sector growth data points with compute a key driver; strategic moves reflect sector maturation process

May 19, 2025
Philbert Shih

It was another busy week for the sector, with more from earnings season and various notable develop...

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Khazna building data centre in Ankara, Türkiye

May 16, 2025
Sacha Kavanagh

UAE-based Khazna Data Centers confirmed plans to build a data centre in Ankara, the capital and seco...

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Start Campus OCP Ready v2 for Hyperscale in Portugal

May 16, 2025
Sacha Kavanagh

Portugal’s Start Campus secured OCP Ready v2 for Hyperscale certification for its operational SIN0...

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Tract acquires 1,515 acres in Caldwell County, Texas

May 15, 2025
Vivian Kong

Data centre developer Tract acquired 1,515 acres in Caldwell County, between Austin and San Antonio....

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ValorC3 Data Centers expands in Boise

May 15, 2025
Vivian Kong

ValorC3 Data Centers, previously Tonaquint, expands with a new data centre facility in Boise, ID. ...

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Northern Data Group provides business update and 2025 guidance

May 15, 2025
Sacha Kavanagh

Northern Data Group provided a business update and revised guidance for 2025. ...

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C3ntro Telecom building new Mexico-US fibre system to Arizona

May 15, 2025
Sacha Kavanagh

Mexican network provider C3ntro Telecom is building a 2.5k km fibre route between the data centre ho...

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Cloudflare reports 1Q25 results; Workers cloud infrastructure uptake accelerating

May 14, 2025
Philbert Shih

Cloudflare reported its 1Q25 results, which showed more consistency in growth and a notable increase...

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Bulk Infrastructure completes expansion of Oslo Internet Exchange; enterprise drivers

May 14, 2025
Ainsley Woods

Bulk Infrastructure has completed an expansion of the Oslo Internet Exchange (OS-IX), adding three n...

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Beyond.pl launches AI factory in Poland

May 14, 2025
Ainsley Woods

Beyond.pl launched a sovereign AI factory at its 100MW data center campus in Poznań, Poland. ...

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Flexential acquires real estate assets for Atlanta data centres

May 14, 2025
Philbert Shih

Flexential acquired the underlying real estate assets for two data centres in Atlanta. ...

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Nscale reportedly raising $2.7b and doing deal with ByteDance

May 14, 2025
Sacha Kavanagh

Media reports London-based GPUaaS provider Nscale is looking to raise ~$2.7b. ...

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