Analyst Notes

Microsoft and xAI reported to be discussing possible infrastructure deal on Azure

May 12, 2025
Philbert Shih

Multiple media reports say there are discussions ongoing between Microsoft and xAI to house the Grok...

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11:11 Systems closes debt financing round

May 12, 2025
Philbert Shih

Managed infrastructure provider 11:11 Systems confirmed closing a round of debt financing. ...

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AWS to build first cloud region in Chile

May 12, 2025
Vivian Kong

AWS confirmed plans to invest over $4b to build a new cloud infrastructure region in Chile by the en...

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Digital Realty launches US hyperscale data centre fund

May 12, 2025
Ainsley Woods

Digital Realty launched a US-focused hyperscale data centre fund. ...

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EcoDataCenter divesting retail facilities, focus on hyperscale and AI

May 12, 2025
Sacha Kavanagh

Sweden’s EcoDataCenter confirmed plans to sell its three retail colocation data centres as it focu...

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Akamai reports 1Q25 results; cloud compute segment tracking well amid shifts in market

May 12, 2025
Philbert Shih

Akamai reported its 1Q25 results, which showed some interesting growth dynamics around the cloud com...

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Google acquires land from Gamuda DCI to develop hyperscale data centre campus just outside Kuala Lumpur

May 12, 2025
Jabez Tan

Malaysian firm Gamuda DC Infrastructure Sdn Bhd entered into an agreement with Google affiliate Pear...

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WSS: Early returns from earnings seasons provide data points about sector’s trajectory, quelling fears of sector overbuild

May 12, 2025
Philbert Shih

Earnings season is now in full swing and the past week saw hyperscale (AWS, Microsoft, Meta) and be...

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Google signs PPA for Spanish renewable energy

May 9, 2025
Sacha Kavanagh

Google signed a 10 year PPA for 35MW of power from a 51MW wind farm in northwestern Spain. ...

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LCRDC opens latest edge data centre in Liverpool, UK; discloses drivers and use cases

May 9, 2025
Sacha Kavanagh

Liverpool City Region Data Centres opened its fifth data centre in Liverpool in northern England. ...

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Oracle deploys first wave of NVIDIA Blackwell GB200 with plans to scale to 100k chips

May 9, 2025
Jabez Tan

NVIDIA confirmed that Oracle deployed its first wave of liquid-cooled NVIDIA GB200 NVL72 racks in ...

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CoreWeave expands revolving credit facility

May 8, 2025
Philbert Shih

CoreWeave more than doubled its revolving credit facility. ...

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