Analyst Notes

CDC signs 40MW deal with Firmus, NVIDIA at Melbourne data centre campus

December 18, 2025
Jabez Tan

Australia’s CDC entered into a new partnership with Firmus Technologies and NVIDIA. ...

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NTT GDC leases over 130MW to hyperscalers in multiple US markets

December 18, 2025
Jabez Tan

NTT Global Data Centers (NTT DATA) disclosed it has leased more than 130MW of capacity to hyperscale...

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Cassava Technologies secures NVIDIA investment; rolls out Africa’s first GPUaaS

December 18, 2025
Sacha Kavanagh

NVIDIA made an undisclosed investment in UK-HQd Cassava Technologies, soon before Cassava announced ...

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Renewable energy company Forestalia latest to get into Zaragoza data centre market in Spain

December 18, 2025
Sacha Kavanagh

Local media reports indicate Spanish renewable energy company Forestalia will invest over €12b in ...

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Kao Data goes behind the meter for London data centre power

December 18, 2025
Sacha Kavanagh

Kao Data tapped Downing Renewable Developments to build and operate a 40MW solar farm that will supp...

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Brookfield and Qai launch $20b JV to build AI infrastructure in Qatar and beyond

December 18, 2025
Swapna Subramani

Brookfield and Qai, Qatar’s national AI company backed by the Qatar Investment Authority, formed a...

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Microsoft commits $17.5b to scale India’s AI-ready cloud and sovereign capacity

December 18, 2025
Swapna Subramani

Microsoft confirmed plans to invest US$17.6b in India over 2026–2029 to expand AI-grade cloud skil...

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Microsoft plans new western Denmark cloud region

December 18, 2025
Ainsley Woods

Microsoft will establish a new west Denmark cloud region across the municipalities of Esbjerg and Va...

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Princeton Digital Group tops out third data centre building in Johor, Malaysia; starts development of final building

December 17, 2025
Jabez Tan

Princeton Digital Group (PDG) topped out the third building of its 200MW JH1 campus at the Sedenak T...

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Google to invest $880m for new facility in Texas

December 17, 2025
Vivian Kong

Google confirmed plans to invest about $880m to build a new data centre at its campus in Midlothian,...

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Fluidstack reported to be targeting capital raise of $700m

December 17, 2025
Philbert Shih

Multiple media outlets have reported that neocloud provider Fluidstack is in the process of raising ...

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STACK Infrastructure completes construction of second data centre building in Melbourne, AUS

December 17, 2025
Jabez Tan

Summary: STACK Infrastructure completed construction of another building at its MEL01B data centre i...

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