Analyst Notes

Rackspace moves Niterra EMEA to Google Cloud; shuts down on-premise data centres

December 15, 2025
Philbert Shih

Rackspace confirmed Niterra EMEA, part of Japan-based Niterra Group, as a managed public cloud custo...

Read more...

Akamai acquires Fermyon to enable functions at the edge

December 15, 2025
Philbert Shih

Akamai acquired serverless-based function-as-a-service provider Fermyon. ...

Read more...

AWS to invest $15b in northern Indiana for new data centre campuses

December 15, 2025
Vivian Kong

AWS confirmed plans to invest an additional $15b into Northern Indiana to build new data centre camp...

Read more...

Argo Infrastructure Partners increases stake in TierPoint; acquires Tek Park, expanding portfolio

December 15, 2025
Philbert Shih

Argo Infrastructure Partners increased its ownership in TierPoint by buying out a majority of the mi...

Read more...

InfraRed launches Qu Data Centres platform in Canada

December 15, 2025
Ainsley Woods

InfraRed Capital Partners launched Qu Data Centres, a Canadian data centre platform built around nin...

Read more...

Applied Digital leads $25m investment round in liquid cooling specialist Corintis

December 15, 2025
Philbert Shih

Applied Digital participated as the lead investor in a $25m funding round of Corintis, a Switzerland...

Read more...

WSS: More hyperscale earnings show accelerating growth amid more infrastructure expansion

December 15, 2025
Philbert Shih

An eventful earnings season wound down, but there were two more hyperscale platforms reporting in r...

Read more...

3Q25 IB: Energy and data centre operating world collaborating and converging

December 12, 2025
Philbert Shih

Data centre operators increasingly work in close collaboration with energy companies. ...

Read more...

3Q25 IB: Hyperscale end user world expanding as multi-MW consumer demographic grows

December 12, 2025
Philbert Shih

The hyperscale market has been an exclusive group, but there are signs that universe is starting to ...

Read more...

3Q25 IB: Earnings season showed more signs of growth acceleration across the ecosystem

December 12, 2025
Philbert Shih

The 3Q25 earnings period picked up on the momentum building in the preceding quarters and there are ...

Read more...

3Q25 IB: Hyperscale, AI platforms using more cloud-based infrastructure to diversity and get to market

December 12, 2025
Philbert Shih

Neoclouds and hyperscale platforms like Meta are taking down large volumes of hyperscale cloud infra...

Read more...

3Q25 IB: Cryptocurrency firms continue to cross over into data centre space and are winning deals

December 12, 2025
Philbert Shih

Cryptocurrency companies continue to move aggressively into the data centre colocation market. ...

Read more...