Analyst Notes

Dominion Energy reports 1Q25 earnings; shares data points on data centre demand

June 2, 2025
Vivian Kong

Dominion Energy reported its 1Q25 earnings results, sharing data points on data centre demand and en...

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Applied Digital brings in CoreWeave as anchor tenant for Ellendale, North Dakota data centre

June 2, 2025
Philbert Shih

Applied Digital confirmed that it has signed data centre colocation lease agreements with GPU cloud ...

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NVIDIA reports 1Q25 results; Blackwell accounts for 70% of data centre compute revenue

June 2, 2025
Jabez Tan

NVIDIA reported its 1Q25 results, which confirmed that Blackwell is now fully ramped up as the marke...

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Microsoft launches cloud infrastructure region in Kuala Lumpur, Malaysia

June 2, 2025
Philbert Shih

Microsoft brought online the Malaysia West cloud infrastructure region in Kuala Lumpur, Malaysia. ...

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Blue Owl Capital, Chirisa, PowerHouse push forward with JV in Chesterfield, VA

June 2, 2025
Philbert Shih

Blue Owl Capital, Chirisa Technology Parks and PowerHouse Data Centers disclosed the next phase of t...

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Microsoft opens cloud infrastructure region in Jakarta, Indonesia

June 2, 2025
Philbert Shih

Microsoft confirmed the opening of its first cloud infrastructure region in Jakarta, Indonesia. ...

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MGX, NVIDIA, Mistal AI plot huge AI campus in Paris

June 2, 2025
Sacha Kavanagh

MGX, NVIDIA, Mistral AI and Bpifrance (a French public sector investment bank) formed a JV to build ...

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WSS: Earnings season brings more evidence of stability from across ecosystem as GPU infrastructure investments and builds accelerate

June 2, 2025
Philbert Shih

The past week saw more returns from earnings season that were in line with the consistent results p...

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MI: Healthy demand drives expansion initiatives on a global basis

May 30, 2025
Philbert Shih

Demand continues to be steady and that is translating into growth and expansion initiatives on the d...

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MI: Evidence continues to pile up against overbuild thesis; Microsoft data points at the centre of it

May 30, 2025
Philbert Shih

Over the last several months, we have commented extensively on the issue of hyperscale pullbacks and...

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MI: M&A and investment levels remain high in hyperscale data centre space

May 30, 2025
Philbert Shih

There continues to be strong investment interest in data centre operating platforms and in the past ...

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MI: Overflow hyperscale demand and enterprises jumping on to GPU cloud value proposition

May 30, 2025
Philbert Shih

GPU cloud providers are seeing rising levels of demand. ...

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