Analyst Notes

Telehouse breaks ground on latest – and largest – London data centre

October 21, 2025
Sacha Kavanagh

Telehouse broke ground on the latest data centre at its campus in London’s Docklands. ...

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AIP acquires Aligned Data Centers; brings operating platform and flexibility to scale

October 20, 2025
Philbert Shih

A consortium made up of investors and strategic technology entities acquired all of the equity in Da...

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Crusoe partners with Tallgrass for data centre campus in Wyoming

October 20, 2025
Philbert Shih

Crusoe recently confirmed a partnership with energy infrastructure provider Tallgrass to develop a h...

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AWS suffers outages throughout day coming out of US-EAST-1

October 20, 2025
Philbert Shih

AWS suffered multiple outages on Monday that impacted numerous Internet-based services and businesse...

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Crusoe brings in chief real estate officer

October 20, 2025
Philbert Shih

Data centre operator Crusoe named Matt Field as chief real estate officer. ...

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Google outlines two year $5b investment in AI infrastructure, skills in Belgium

October 20, 2025
Sacha Kavanagh

Google confirmed plans to invest $5b in AI in Belgium over two years. ...

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WSS: infra / STRUCTURE 2025 debates the future of hyperscale infrastructure, coming out with measured optimism and realism

October 20, 2025
Philbert Shih

We had a slower publishing schedule this past week due to the sixth annual infra / STRUCTURE summit...

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IREN expands GPU inventory and secures additional cloud contracts

October 14, 2025
Vivian Kong

IREN confirmed it has signed new multi-year cloud services contracts after increasing its GPU invent...

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Prometheus Hyperscale hires COO

October 14, 2025
Philbert Shih

Prometheus Hyperscale, formerly Wyoming Hyperscale, brought in a new COO. ...

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Meta, Pembina, Kineticor near deal for natural gas-powered AI data centre in Alberta

October 14, 2025
Ainsley Woods

Meta is reportedly in advanced talks with Pembina Pipeline and Kineticor to develop a hyperscale dat...

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CleanArc Data Centers acquires more land expansion in Virginia

October 14, 2025
Vivian Kong

CleanArc Data Centers has acquired an additional 87.5 acres to expand its flagship data centre campu...

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Canadian consortium comes together to serve federal government for cloud, data centres

October 14, 2025
Philbert Shih

A consortium of four Canadian infrastructure companies launched a sovereign cloud infrastructure ser...

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