Analyst Notes

Oracle reports 4QFY25 results; healthy growth expected to accelerate

June 11, 2025
Philbert Shih

Oracle reported its 4QFY25 results, which showed the OCI business pushing forward aggressively as de...

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Digital Edge forms JV with B.Grimm Power to enter Thailand market; 100MW build in Chonburi

June 11, 2025
Philbert Shih

Digital Edge formed a JV with private energy company B.Grimm Power to build hyperscale data centres ...

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Amazon to invest $10b in North Carolina for cloud infrastructure

June 11, 2025
Vivian Kong

Amazon will invest $10b for a new data centre campus in Richmond County, North Carolina. ...

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HostPapa acquires CloudBlue assets from Ingram Micro to enhance indirect go-to-market strategy; closes credit facility

June 11, 2025
Philbert Shih

Managed infrastructure and hosting provider HostPapa acquired the CloudBlue business from Ingram Mic...

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Microsoft investing in Swiss data centres; AI capabilities rather than capacity expansion

June 11, 2025
Sacha Kavanagh

Microsoft confirmed plans to invest $400m to boost its cloud and AI capabilities in Switzerland, inc...

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Danish real estate developer plans 200MW facility

June 11, 2025
Sacha Kavanagh

Denmark’s Thylander is the latest real estate developer to enter the data centre market. ...

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GoTo Group migrates workloads to Alibaba Cloud in Jakarta

June 11, 2025
Philbert Shih

Indonesia’s GoTo Group moved workloads to Alibaba Cloud data centres in Jakarta. ...

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CyrusOne brings in SVP, chief strategy officer

June 11, 2025
Philbert Shih

CyrusOne expanded its senior management team, adding Krupal Raval as SVP and chief strategy officer....

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Related Digital project in Ontario could be for GPU cloud deployment

June 10, 2025
Philbert Shih

Related Companies recently confirmed the launch of its data centre business Related Digital and conf...

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Related Digital launches; targeting hyperscale and AI data centre campuses

June 10, 2025
Philbert Shih

Real estate company Related Companies launched Related Digital, a data centre development and invest...

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DCI Indonesia launches JK6 data centre

June 10, 2025
Philbert Shih

DCI Indonesia launched its JK6 data centre in Jakarta, Indonesia. ...

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Brookfield plots $10b investment in Stockholm AI factory

June 10, 2025
Sacha Kavanagh

Brookfield Asset Management announced plans to invest up to $10b in a new AI data centre in Sweden. ...

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