Analyst Notes

RETN beefs up Milan connectivity

July 25, 2025
Sacha Kavanagh

UK-headquartered network operator RETN launched a new route in Italy connecting Milan and Padua. ...

Read more...

xAI plans data centre presence in Saudi Arabia

July 25, 2025
Swapna Subramani

AI company xAI is reported to be in advanced discussions to lease data centre capacity in Saudi Arab...

Read more...

Scala Data Centers closes on $328m for data centre development in Chile

July 25, 2025
Vivian Kong

Scala has closed on its first international project finance transaction, securing $254m to support t...

Read more...

Google reports 2Q25 results; growth picks up pace, CapEx outlook increased

July 24, 2025
Philbert Shih

Google’s parent company Alphabet reported its 1Q25 results, which included details about the Googl...

Read more...

QTS doubling down in northern Netherlands

July 24, 2025
Sacha Kavanagh

Local media reports QTS Data Centers is under construction of a second data centre in Eemshaven in n...

Read more...

EvoSwitch plans new Amsterdam-area data centre

July 24, 2025
Sacha Kavanagh

Amsterdam-based Ocom Group received planning permission for two data centres, a water treatment faci...

Read more...

5C Group raises $830m from Brookfield, Deutsche Bank

July 23, 2025
Philbert Shih

5C Group confirmed it has closed on a $835m capital raise. ...

Read more...

Pennsylvania sees rush of development activity driven by sector tailwinds; involves CoreWeave, Google, Blackstone, QTS, Brookfield, PowerHouse, Microsoft, AWS

July 23, 2025
Philbert Shih

Pennsylvania has seen a flurry of activity in the past several months that can be traced back to AWS...

Read more...

Vantage Data Centers to enter Reno market with new data centre campus

July 23, 2025
Vivian Kong

Vantage Data Centers will build a 224MW data centre campus in Reno, the company’s first in the...

Read more...

TierPoint closes term loan for $250m

July 23, 2025
Philbert Shih

TierPoint closed a $250m term loan. ...

Read more...

Panattoni builds team for EMEA, India data centre team

July 23, 2025
Sacha Kavanagh

Logistics real estate developer Panattoni launched a new data centre team focused on EMEA and India,...

Read more...

Emerald AI raises $24.5m seed round; regulating and moderating energy usage between grid and data centre

July 23, 2025
Philbert Shih

Emerald AI, a newly formed startup based in Washington, DC, raised $24.5m in an initial seed round. ...

Read more...