Analyst Notes

Macquarie Data Centres completes external structure of new data centre in Sydney; more in the pipeline

December 17, 2025
Jabez Tan

Macquarie Data Centres (MDC) completed the external structure of its new 47MW data centre in north S...

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Schneider Electric, Digital Realty partner for equipment capacity; future proofing supply chains

December 17, 2025
Swapna Subramani

Schneider Electric and Digital Realty signed a $373m supply capacity agreement to secure and shorten...

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Johor tightens approvals for data centre builds due to constraints on water and power

December 17, 2025
Jabez Tan

The government in Johor, Malaysia is tightening its rules for data centre development due to the co...

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Oracle launches 1st OCI supercluster in Middle East to advance sovereign AI

December 17, 2025
Swapna Subramani

Oracle deployed its first Oracle Cloud Infrastructure supercluster in the Middle East. ...

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Empyrion Digital secures power and regulatory approval for new 200MW data centre campus build in Johor, Malaysia

December 16, 2025
Jabez Tan

Empyrion Digital secured regulatory approval for both the Electricity Supply Agreement (ESA) and Dat...

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Vultr to build AMD GPU supercluster in Ohio; investing $1b

December 16, 2025
Philbert Shih

Vultr confirmed plans to launch an AI cluster in partnership with AMD. ...

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Sabey Data Centers to build new data centre campus in Indiana

December 16, 2025
Vivian Kong

Sabey Data Centers disclosed plans to build the Decatur Technology Park, a data centre campus in Dec...

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Equinix plans 150MW campus in Lelystad, Netherlands

December 16, 2025
Ainsley Woods

Equinix is reported to be planning a ~150MW data centre campus at the Flevokust Haven industrial est...

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Amazon updates infrastructure portfolio at re:Invent; shares progress updates

December 16, 2025
Philbert Shih

AWS hosted its annual re:Invent conference in Las Vegas and shared details about its infrastructure ...

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Microsoft partners with Powertrust for renewable energy in Brazil and Mexico

December 16, 2025
Vivian Kong

Microsoft signed an agreement with Powertrust to deploy 270MW of solar projects across Mexico and Br...

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Microsoft commits C$19b to Canadian AI and cloud infrastructure

December 16, 2025
Ainsley Woods

Microsoft confirmed plans to invest C$19b in Canada between 2023-2027 to expand digital and cloud in...

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Asterion acquires Portugal data centre with expansion potential

December 16, 2025
Sacha Kavanagh

Spain-based Asterion Industrial Partners agreed to pay €120m for a data centre with expansion pote...

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