Analyst Notes

ESR, STACK Infrastructure partner on 72MW data centre campus in Osaka’s Keihanna cluster

May 6, 2025
Jabez Tan

ESR and STACK Infrastructure confirmed plans to jointly construct and operate a new data centre in K...

Read more...

atNorth signs Nokia for high density colocation in Finland

May 6, 2025
Sacha Kavanagh

Iceland-based atNorth signed up Nokia as a customer in Finland. ...

Read more...

Corscale partners with e2Companies for on-site power generation

May 6, 2025
Vivian Kong

Corscale Data Centers and Affinius Capital partnered with e2Companies for on-site power generation. ...

Read more...

euNetworks bring in new CEO

May 6, 2025
Sacha Kavanagh

euNEtworks appointed Marisa Trisolino as CEO, effective May 12. ...

Read more...

RETN boosts southern Europe connectivity with Medloop Cable System

May 6, 2025
Sacha Kavanagh

UK headquartered network operator RETN integrated Sipartech’s Medloop Cable System into its networ...

Read more...

NED breaks ground on first Israel data centre

May 6, 2025
Sacha Kavanagh

Media reports NED broke ground on the first data centre at its planned ALPHA campus in Netanya, ~20k...

Read more...

ByteDance reportedly mulls Brazil data centre

May 6, 2025
Sacha Kavanagh

Media reports indicate TikTok owner ByteDance is in discussions to build a data centre in Pecem, ~60...

Read more...

Digital Realty reports 1Q25 results; hyperscale leasing remains strong amidst pullback fears

May 5, 2025
Ainsley Woods

Digital Realty reported its 1Q25 results; showing strong leasing in the >1MW segment amidst pullb...

Read more...

Digital Realty, Console Connect integrate NaaS at scale

May 5, 2025
Swapna Subramani

Digital Realty and Console Connect confirmed an expansion of their strategic collaboration, integrat...

Read more...

Amazon reports 1Q25 results; AWS cloud continues to grow, CapEx outlays steady, with imbalances and adoption cycles causing near-term downtick

May 5, 2025
Philbert Shih

Amazon reported its 1Q25 results, which included the regular details around the AWS cloud business. ...

Read more...

AVAIO Digital gets green light for Ireland data centre

May 5, 2025
Sacha Kavanagh

AVAIO Digital was granted planning permission for a data centre in Killala in northwest Ireland. ...

Read more...

WSS: Early returns from earnings season reveals more data points that show sector’s fundamentals intact amid worries around hyperscale pullbacks

May 5, 2025
Philbert Shih

The past week saw more chatter around the topic of hyperscale pullbacks just as earning season kick...

Read more...