Analyst Notes

NVIDIA buying excess CoreWeave infrastructure capacity

September 17, 2025
Philbert Shih

CoreWeave disclosed an expansion of its MSA with NVIDIA that was signed April 10, 2023. ...

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Google opens London self-build; strikes energy management contract

September 17, 2025
Sacha Kavanagh

Google opened its first self-build in the UK, in Waltham Cross in north London. ...

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OpenAI considering South Korea for data centre location

September 16, 2025
Philbert Shih

Media outlets attending a press conference in Seoul said OpenAI is considering building out data cen...

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Nebius secures $17b Microsoft contract for AI infrastructure capacity in New Jersey

September 16, 2025
Sacha Kavanagh

Microsoft agreed to lease AI infrastructure from the Netherlands-based neocloud Nebius Group, at its...

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NVIDIA said to be focused less on DGX Cloud and direct service delivery; not a simple question of demand, but multiple variables at work

September 16, 2025
Philbert Shih

Media reports citing people with direct knowledge of the internal situation at NVIDIA say that it ha...

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NorthC plans third Basel, Switzerland data centre

September 16, 2025
Sacha Kavanagh

NorthC Group is planning to build a greenfield data centre at the uptown Basel Innovation Campus in ...

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RadiusDC breaks ground on Nashville data centre

September 15, 2025
Vivian Kong

RadiusDC, backed by Blue Owl Capital, broke ground on its newest data centre in Nashville, Tennessee...

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NVIDIA to become Lambda cloud customer; data points on Lambda performance

September 15, 2025
Philbert Shih

Media outlets are reporting that NVIDIA has become a significant customer of neocloud provider Lambd...

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OpenAI signs large cloud infrastructure deal with Oracle Cloud; how much will materialize?

September 15, 2025
Philbert Shih

OpenAI is reported to have signed a $300b cloud infrastructure agreement with Oracle Cloud. The repo...

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Finnish neocloud DataCrunch raises €55m

September 15, 2025
Sacha Kavanagh

Finland-based neocloud DataCrunch (a new one to us) raised €55m in a combination of debt and equit...

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CoreWeave launches venture arm; innovation, M&A and future business

September 15, 2025
Sacha Kavanagh

CoreWeave launched CoreWeave Ventures to invest in early-stage companies developing AI technologies....

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Vantage opens second London campus

September 15, 2025
Sacha Kavanagh

Vantage Data Centers will open its second London campus at the end of September. ...

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