Analyst Notes

Lambda building data centre in Kansas City for AI end user

October 30, 2025
Philbert Shih

Lambda confirmed plans to build a data centre in Kansas City, Missouri. ...

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CoreWeave acquisition of Core Scientific will not happen; implications for self-builds, colocation

October 30, 2025
Philbert Shih

Core Scientific confirmed that it has rejected the merger agreement with CoreWeave, bringing an end ...

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Vantage Data Centers building data centre for Stargate in Wisconsin

October 30, 2025
Philbert Shih

Vantage Data Centers confirmed plans to build the Lighthouse data centre campus in Wisconsin for the...

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Anthropic to deploy Google Cloud TPUs and infrastructure services for AI

October 30, 2025
Philbert Shih

Anthropic confirmed it will use Google Cloud TPUs for expanded compute infrastructure capacity, vali...

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Applied Digital brings online first phase of Polaris Forge 1 in North Dakota

October 30, 2025
Philbert Shih

Applied Digital confirmed bringing online the first phase of its Polaris Forge 1 data centre campus ...

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euNetworks adds diversity, shorter routes with new Frankfurt-Zurich fibre

October 30, 2025
Sacha Kavanagh

UK-based euNetworks completed a new route between Frankfurt (Germany) and Zurich (Switzerland). ...

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NTT GDC starts construction of 36MW data centre campus in Osaka, Japan

October 30, 2025
Jabez Tan

NTT GDC started construction of a 36MW data centre campus in Ibaraki, north Osaka. ...

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Microsoft reports 1QFY26 results; Azure demand levels remain high as CapEx climbs and imbalance persists

October 29, 2025
Philbert Shih

Microsoft reported its 1QFY26 (CY3Q25) results, which showed sustained growth acceleration from the ...

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ESR and Colt DCS form JV to develop 100MW hyperscale data centre campus in Osaka, Japan

October 29, 2025
Jabez Tan

Summary: ESR and Colt Data Centre Services entered into a joint venture to develop a hyperscale dat...

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AtlasEdge secures €253m green financing for Lisbon campus

October 29, 2025
Ainsley Woods

AtlasEdge has raised €253m in green financing to fund the build-out of the first and second buildi...

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OpenAI introduces UK data residency for paying customers

October 29, 2025
Sacha Kavanagh

OpenAI introduced data residency for sovereign AI in the UK, building on its MoU with the British go...

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Crusoe closes Series E raise of $1.375b; shares data points

October 28, 2025
Philbert Shih

Crusoe closed a Series Round of $1.375b at an expected valuation of over $10b. ...

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