Analyst Notes

DayOne Data Centres secures funding for data centre development in Johor, Malaysia

June 18, 2025
Philbert Shih

Media outlets and financial institutions confirmed DayOne Data Centres closed on ~$3.6b in financing...

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Iron Mountain to expand Amsterdam campus

June 18, 2025
Ainsley Woods

Iron Mountain is expanding its campus in Haarlem, just west of Amsterdam with plans to add an additi...

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Google acquires 85 acres in New Albany, Ohio

June 17, 2025
Vivian Kong

Google purchased 85 acres in New Albany, Ohio for $63m to potentially expand its data centre footpri...

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Crusoe secures $750m credit facility from Brookfield Asset Management

June 17, 2025
Philbert Shih

Crusoe secured a $750m credit facility from Brookfield Asset Management. ...

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Rackspace partners with Rubrik for data protection and recovery service on public clouds

June 17, 2025
Philbert Shih

Rackspace partnered with Rubrik and rolled out a new data protection and recovery service for manage...

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NVIDIA adds marketplace capabilities to DGX Cloud through Lepton acquisition; building out service provider channel further

June 17, 2025
Philbert Shih

NVIDIA added a compute marketplace capability to the NVIDIA DGX Cloud service, which is now called N...

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Aligned Data Centers breaks ground in Frederick, MD

June 17, 2025
Philbert Shih

Media reports indicate Aligned Data Centers is moving forward to expand its data centre campus build...

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NEXTDC signs 16MW of new leases; secures first hyperscale customer lease in Kuala Lumpur

June 17, 2025
Jabez Tan

NEXTDC disclosed 16MW of new data centre leasing activity between May 6 and May 31, 2025. ...

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Cologix houses Lambda on-demand GPU cloud offering in Columbus, OH data centre

June 16, 2025
Philbert Shih

Cologix and Lambda partnered to stand up AI infrastructure built on NVIDIA GPUs and Supermicro hardw...

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OpenAI using Google Cloud infrastructure; some of it from CoreWeave

June 16, 2025
Philbert Shih

Multiple media reports indicate OpenAI will use Google for cloud infrastructure. ...

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Yondr delivers initial 25MW to hyperscale customer at Johor campus

June 16, 2025
Jabez Tan

Yondr Group confirmed it has delivered the first 25MW of IT load capacity at its new Johor, Malaysia...

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Why the end of hyperscale is good news

June 16, 2025
Daniel Golding

For a period of years in the data centre industry, there was a strong focus on four end customers &#...

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