Analyst Notes

UAE’s e& sells 40% stake in Khazna Data Centres to G42 in $2.2b deal

March 20, 2025
Swapna Subramani

Dubai-based e&, formerly Etisalat, confirmed it will sell its 40% stake in Khazna Data Centres t...

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Rowan Digital Infrastructure closes more financing for data centre campus build

March 19, 2025
Philbert Shih

Rowan Digital Infrastructure, backed by Quinnbrook Infrastructure Partners, confirmed closing an add...

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Edged Energy to build data centre in Des Moines, Iowa

March 19, 2025
Vivian Kong

Edged Energy confirmed plans to build a new facility in Ankeny, Iowa just outside of Des Moines. ...

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OVHcloud adds cloud node in Seattle, WA

March 19, 2025
Philbert Shih

OVHcloud brought online a new cloud infrastructure edge node in Seattle, WA. ...

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DCI Indonesia tops off JK6 data centre at H1 campus in Jakarta

March 19, 2025
Philbert Shih

DCI Indonesia recently topped off its JK6 data centre at its H1 campus in Cibitung, east of Jakarta....

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CoreWeave selects Bulk Infrastructure campus in Norway for next GPU cloud node

March 19, 2025
Philbert Shih

CoreWeave confirmed plans to add Norway to its data centre footprint in Europe. ...

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Nebius to deploy NVIDIA GPU cluster with Verne in Iceland

March 19, 2025
Sacha Kavanagh

Verne Global secured a contract with Amsterdam-based Nebius Group. ...

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QTS gets go-ahead for huge northern England campus

March 19, 2025
Sacha Kavanagh

Blackstone-backed QTS received planning permission for its campus in Cambois near Newcastle in north...

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RadiusDC to enter third market with data centre build in Nashville, TN

March 18, 2025
Philbert Shih

RadiusDC, backed by Blue Owl Capital, formerly IPI Partners, confirmed plans to enter a third market...

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Fastly reports 4Q24 results; compute infrastructure growth moving along amid slower growth for base business

March 18, 2025
Philbert Shih

Fastly reported its 4Q24 and FY24 results, which showed single-digit revenue growth, but some solid ...

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Digital Bridge reports 4Q24 results; DeepSeek, training, inference and leasing commentary

March 18, 2025
Jabez Tan

Digital Bridge reported its 4Q24 results with management providing some insightful commentary of the...

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Doma Infrastructure Group targeting market inefficiencies in APAC region around master-planned sites, HPC workloads

March 18, 2025
Philbert Shih

Summary: Doma Infrastructure Group recently launched, targeting the master-planned data centre marke...

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