Analyst Notes

DoiT expands collaboration with AWS; shares data points on uptake

October 10, 2025
Philbert Shih

Managed public cloud provider DoiT expanded its relationship with AWS around AI and shared data poin...

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Airtel Nigeria building hyperscale data centre in Lagos

October 10, 2025
Sacha Kavanagh

Local media reports Airtel Nigeria is building a 38MW data centre in Lagos, Nigeria. ...

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Thomas Bravo acquires stake in SDC Capital Partners

October 9, 2025
Philbert Shih

Thomas Bravo, a software-oriented investor, made a minority investment in SDC Capital Partners. ...

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The NBA uses AWS cloud for fan experience, coaching, team management; cloud delivers AI

October 9, 2025
Philbert Shih

The NBA made AWS its official cloud partner and will use cloud infrastructure to enable advanced sta...

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EDF UK, Tritax propose 1GW site with SMR element as part of UK AI Growth Zone

October 9, 2025
Sacha Kavanagh

EDF UK is planning to deploy SMRs at a former coal-fired power station to power data centres on the ...

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Warburg Pincus, DC Connects, Wide Creek AMC acquire site in Seoul to develop data centre

October 9, 2025
Jabez Tan

Warburg Pincus partnered with DC Connects, a South Korean data centre developer, and Wide Creek AMC,...

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DigiCo Infrastructure REIT reels in 20MW of new leasing activity in Australia; driven by Sydney

October 9, 2025
Jabez Tan

ASX-listed DigiCo Infrastructure REIT (DGT) disclosed a number of customer wins across its Australia...

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Future Standard acquires Post Road Group digital infrastructure practice

October 8, 2025
Philbert Shih

Alternative investment manager Future Standard confirmed plans to acquire the digital infrastructure...

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OVHcloud launches VMware Cloud Foundation cloud infrastructure service

October 8, 2025
Philbert Shih

OVHcloud rolled out VMware Cloud Foundation (VCF) as-a-Service, a multi-tenant cloud infrastructure ...

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Ooredoo and DE-CIX launch Doha IX

October 8, 2025
Swapna Subramani

Ooredoo and DE-CIX launched Doha IX, Qatar’s first commercial Internet Exchange, now live with ini...

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Digital Realty, DXC and Dell align to speed enterprise AI deployments

October 8, 2025
Swapna Subramani

Digital Realty disclosed a three-way collaboration with DXC Technology and Dell to streamline privat...

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OpenAI considers Argentina for first Latin American Stargate project

October 8, 2025
Vivian Kong

OpenAI is exploring Argentina as the location to host the first Stargate project in LatAm. ...

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