Analyst Notes

Macquarie Data Centres, Dell, NVIDIA partner to host sovereign AI workloads in Australia

August 12, 2025
Jabez Tan

Macquarie Data Centres partnered with Dell Technologies and NVIDIA to host sovereign AI workloads in...

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Sify reports 200MW data centre footprint across 14 sites in FY24–25

August 12, 2025
Swapna Subramani

By the end of the fiscal year March 31, 2025, Sify operated 14 data centres across India, delive...

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Macquarie Data Centres enters option agreement to acquire land in Sydney for 150MW campus

August 12, 2025
Jabez Tan

Australia’s Macquarie Technology Group, through its Macquarie Data Centres subsidiary, entered...

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Applied Digital reports 4QFY25, FY25 results; CoreWeave expands leases, cloud business looking at alternatives

August 11, 2025
Philbert Shih

Applied Digital reported its 4QFY25 and FY25 results, which ended May 31, 2025. The business continu...

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CoreWeave expands data centre capacity commitment with Applied Digital in North Dakota

August 11, 2025
Philbert Shih

Applied Digital confirmed that CoreWeave exercised a remaining lease option at its data centre campu...

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CoreWeave acquires New Jersey property for $322m

August 11, 2025
Vivian Kong

CoreWeave purchased a portion of the Northeast Science and Technology Center (NEST) campus in Kenilw...

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Rackspace reports 2Q25 results; revenue deceleration slowing as pipeline builds

August 11, 2025
Philbert Shih

Rackspace reported its 2Q25 results. Revenue attrition are starting to decline as Rackspace starts t...

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Data4 sells stake in stabilised data centres to fund growth

August 11, 2025
Sacha Kavanagh

Data4 took on a new shareholder in the form of European mid-market infrastructure manager Arjun Infr...

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WSS: Data centre earnings reflect AI and hypercale cloud growth impact

August 11, 2025
Philbert Shih

A busy week saw reports from earnings season, more hyperscale CapEx increases and neocloud and AI i...

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AEP reports 2Q25 earnings; 18GW of data centre load in queue

August 8, 2025
Vivian Kong

American Electric Power (AEP) reported its 2Q25 earnings, including notable data points on data cent...

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The Netherlands to invest €200m in AI factory in Groningen

August 8, 2025
Ainsley Woods

The Dutch government is backing an AI push with a €70m investment to build an AI research hub in G...

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Digital Edge names new CEO for Japan market

August 8, 2025
Philbert Shih

Digital Edge named Ryosuke Yoshioka CEO of Digital Edge Japan. ...

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