Analyst Notes

MI: Data centre build pauses not a product of demand, but rapidly shifting technical requirements

January 31, 2025
Philbert Shih

Pauses in data centre construction are not driven just by the ups and downs in demand, but increasin...

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MI: DeepSeek to be the first of many efficiency gains that will lead to more adoption, demand in the long-run

January 31, 2025
Philbert Shih

The DeepSix release of a chatbot that is said to be comparable to existing technology, but built at ...

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MI: Master-planned model continues to evolve and take shape

January 31, 2025
Philbert Shih

There was more movement in the master-planned data centre sector that has emerged to focus on the pr...

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MI: Big announcements range from aspirational to legitimate

January 31, 2025
Philbert Shih

The past month saw a lot of fanfare tied to announcements about big data centre projects. But not al...

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MI: Capital continues to support growth and expansion of hyperscale data centre operating platforms

January 31, 2025
Philbert Shih

The recent month saw a significant level of investment activity that speaks to the overall health of...

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Leadership transition at Redcentric

January 30, 2025
Sacha Kavanagh

The UK’s Redcentric Group will have a new board member from early February, who will then take ove...

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KKR commits $5b investment to Gulf Data Hub for Middle East data centre expansion

January 30, 2025
Swapna Subramani

KKR partnered and acquired an undisclosed stake in Gulf Data Hub (GDH), an independent data centre p...

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Verne hires chief financial officer

January 30, 2025
Sacha Kavanagh

Verne appointed Michele Tagliatti as CFO. ...

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Large north London data centre gets the green light

January 30, 2025
Sacha Kavanagh

DC01UK received planning permission for its project in Potters Bar, north London. ...

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Israel’s Keystone plans data centres located with power plant

January 30, 2025
Sacha Kavanagh

Local media reports Israeli infrastructure investment firm Keystone filed plans to build two 20MW (I...

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NVIDIA to build new Israel data centre

January 30, 2025
Sacha Kavanagh

NVIDIA pledged to invest over $500m in Israel, including a data centre close to its HQ near Haifa. ...

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Meta shares CapEx update amid plans to build GW-scale data centre in Louisiana

January 29, 2025
Philbert Shih

Meta shared some data points about its AI infrastructure plans moving into 2025. The information was...

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