Analyst Notes

CoreWeave secures $650m credit line

October 14, 2024
Philbert Shih

CoreWeave confirmed a new $650m credit line led by JPMorgan Chase, Goldman Sachs and Morgan Stanley....

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TECfusions provides update on Clarksville, Virginia data centre project

October 14, 2024
Philbert Shih

TECfusions provided an update for its data centre project in Clarksville, Virginia. ...

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Microsoft planning more France self-builds?

October 14, 2024
Sacha Kavanagh

Local media reports indicate Microsoft is looking to build three data centres in northwestern France...

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WSS: Rising demand and the search for energy to support it takes the sector further into nuclear options

October 14, 2024
Philbert Shih

The past week saw a wide range of activity from across the Internet infrastructure sector. Data cen...

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Sepia Infrastructure secures financing for master planned data centres in Europe

October 11, 2024
Sacha Kavanagh

A new venture based in France, Sepia Infrastructure, completed its inaugural fundraising round led b...

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RETN opens new Milan-Zurich route

October 11, 2024
Sacha Kavanagh

UK-headquartered network operator RETN activated a new 300km route between Milan (Italy) and Zurich ...

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DE-CIX to open in Brazil in 2025

October 11, 2024
Sacha Kavanagh

DE-CIX plans to launch two new IXs in Brazil next year, its first nodes in South America. ...

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H.I.G. acquires controlling interest in new European platform PolarDC

October 11, 2024
Sacha Kavanagh

H.I.G Capital acquired a controlling interest in PolarDC Group, a newly-launched data centre develop...

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Smarsh extends contract with AWS to take advantage of AI

October 10, 2024
Philbert Shih

Smarsh signed a new five-year agreement that will see it deploy more generative AI services and tool...

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Colocation providers de-emphasizing enterprise wholesale colocation in face of edge-hyperscale demand

October 10, 2024
Philbert Shih

One of the more interesting strategic shifts we have seen of late comes from colocation providers pi...

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Blackstone to build £10m AI campus in northern England

October 10, 2024
Sacha Kavanagh

QTS-backer Blackstone confirmed it will invest £10b to build an AI campus on land it acquired in Ne...

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Google plans to invest $1b to expand in Thailand

October 10, 2024
Justin Saputra

Google plans to invest THB 36b (~USD $1b) to build cloud and data centre infrastructure in Thailand....

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