Analyst Notes

Kevlinx opens 32MW Brussels facility

December 30, 2025
Ainsley Woods

Kevlinx has brought online its first facility, a 32MW data centre in the Neder-Over-Heembeek area of...

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DayOne secures €500m facility from Brookfield for Finnish expansion

December 30, 2025
Ainsley Woods

Singapore-based DayOne secured a mezzanine financing facility of €500m, expandable up to €1b, fr...

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Deutsche Telekom, NVIDIA partner on Munich AI Factory and Industrial AI Cloud

December 30, 2025
Sacha Kavanagh

German telco Deutsche Telekom and NVIDIA announced what they claim is the world’s first Industrial...

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Merck selects Equinix in Germany for HPC liquid cooled deployment

December 30, 2025
Sacha Kavanagh

Equinix is hosting a liquid-cooled deployment for science and technology company Merck KGaA, Darmsta...

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OpenAI acquires Neptune; technology addition to enhance model training analysis

December 30, 2025
Philbert Shih

OpenAI acquired Neptune, a provider of monitoring, tracking and de-bugging tools used to help train ...

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AirTrunk to build second data centre in Osaka, Japan

December 29, 2025
Jabez Tan

AirTrunk confirmed plans to build its second Osaka data centre. ...

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Ada Infrastructure expands in Northern Virginia

December 29, 2025
Vivian Kong

Ada Infrastructure plans to enter the US market with a new campus in Spotsylvania County, Virginia. ...

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WSS: As bubble debates continues, more expansion, strategic activity and hyperscale leasing

December 29, 2025
Philbert Shih

The sector remains remarkably busy even as the year starts to wind down. We recently published a rep...

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UK announces North Wales AI zone, SMR project, new measures to speed AIGZ delivery

December 19, 2025
Philbert Shih

The UK government announced another AI Growth Zone, along with the country’s first SMR project and...

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Reports of Oracle, OpenAI alleged challenges with build timelines early and a bit over the top

December 19, 2025
Philbert Shih

Media reports citing unnamed sources say that Oracle has pushed back completion dates for some of th...

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Scala secures R$200m for data centre development in Brazil

December 19, 2025
Vivian Kong

Scala Data Centers secured R$200m (~US$36.8m) in financing from Brazil’s National Bank for Eco...

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Equinix brings chief information security officer

December 19, 2025
Vivian Kong

Equinix named Douglas Merrill as chief information security officer (CISO). ...

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