Analyst Notes

MI: Hyperscale cloud growth continues to accelerate

December 31, 2025
Philbert Shih

There was more evidence in the past month that hyperscale cloud infrastructure growth is acceleratin...

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MI: Large-scale builds for AI infrastructure continue to push forward

December 31, 2025
Philbert Shih

There continue to be large-scale builds across the ecosystem, particularly around AI-oriented worklo...

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AirTrunk acquires new site in Melbourne, Australia for second data centre campus

December 30, 2025
Jabez Tan

AirTrunk acquired a new site in northwest Melbourne to support its MEL2 data centre campus expansion...

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NTT gains planning approval for 482MW FRA6 campus in Nierstein

December 30, 2025
Ainsley Woods

NTT GDC secured approval of the development plan for its FRA6 data centre campus in Nierstein, outsi...

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1547 adds new Internet exchange in Texas

December 30, 2025
Vivian Kong

1547 Critical Systems Realty deployed the McAllen Internet Exchange (MCT-IX) inside the 1547-owned C...

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Amazon reported to be discussing investment in OpenAI

December 30, 2025
Philbert Shih

Media reports indicate Amazon is in talks to potentially invest $10b in OpenAI at a valuation that w...

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Hut 8 signs $7b data centre colocation deal with Fluidstack in Louisiana

December 30, 2025
Philbert Shih

Hut 8 signed a significant data centre colocation lease with neocloud Fluidstack. ...

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DigitalOcean signs significant customer deal for AI workloads, GPU infrastructure

December 30, 2025
Philbert Shih

DigitalOcean disclosed Persistent Systems as a significant cloud infrastructure customer. ...

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Sabey Data Centers updates available inventory

December 30, 2025
Vivian Kong

Sabey Data Centers shared its Q4 inventory update, with new power availability and expansion project...

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Evocative raises financing for growth initiatives

December 30, 2025
Vivian Kong

Evocative Data Centers has raised debt financing from a long-term investment partner, Crestline Inve...

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Meta exploring data centre project in northern Finland

December 30, 2025
Ainsley Woods

Meta, through its Finnish subsidiary Valoa Networks Oy, has begun early planning with the municipali...

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Applied Digital raises debt for pre-development costs; negotiating with hyperscaler

December 30, 2025
Sacha Kavanagh

Applied Digital entered into a $100m debt facility with Macquarie Group to fund pre-lease developmen...

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