Analyst Notes

Oracle Cloud, AWS expand interoperability with direct interconnection service

April 24, 2026
Philbert Shih

Oracle Cloud expanded its multi-cloud networking capabilities with AWS. ...

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Bloom Energy and Oracle partner for 2.8GW of energy in the US

April 24, 2026
Vivian Kong

Bloom Energy expanded its partnership with Oracle to build out up to 2.8GW of energy from Bloom’s ...

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Data centre moratorium passed in Sunbury, Ohio; development paused until 2027

April 24, 2026
Vivian Kong

Sunbury City Council has approved a moratorium on data centre development until January 31, 2027 aft...

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Kao Data CFO Matthew Harris to step down

April 24, 2026
Ainsley Woods

Kao Data’s chief financial officer, Matthew Harris, will step down from his role at the end of Jun...

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NAVER Cloud expanding partnership with AMD; building out Gak Sejong data centre in South Korea at faster pace

April 23, 2026
Philbert Shih

NAVER will use AMD-based silicon to power its cloud infrastructure services and recently confirmed e...

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Princeton Digital Group starts MU2 build as India scale-up advances

April 23, 2026
Swapna Subramani

Princeton Digital Group began construction at MU2 in Mumbai. ...

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Tillion Data Centres discusses strategy, Zaragoza project in Spain

April 23, 2026
Sacha Kavanagh

We caught up with management at Tillion Data Centres which was launched a year ago by Spain-based Az...

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Pi Data Centers targets Mumbai expansion

April 23, 2026
Swapna Subramani

Pi Data Centers is developing a 23MW data centre in Mumbai, with the first 3MW phase expected to go ...

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hosted.AI raises $19m seed round for enabling GPU-based neoclouds

April 22, 2026
Philbert Shih

San Jose-based hosted.AI raised $19m in seed funding. ...

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Zerra DC secures $129m for Navi Mumbai build

April 22, 2026
Swapna Subramani

AGP-backed Zerra DC secured a ₹1,200 crore loan (US$129m) from Tata Capital to fund a 200MW data c...

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AWS targets new Navi Mumbai capacity; more self-building

April 22, 2026
Swapna Subramani

AWS is planning a $429.8m data centre project near Taloja in Navi Mumbai, according to filings for e...

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Dominion Energy shares data centre data points in 4Q25 earnings results

April 21, 2026
Philbert Shih

Dominion Energy reported its 4Q25 results and included a number of data points on its data centre bu...

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