Analyst Notes

AWS acquires land for first Frankfurt self-build

December 2, 2025
Sacha Kavanagh

AWS acquired a seven hectare site in an industrial park in Schöneck to the north east of Frankfurt....

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Lambda raises $1.5b Series E round; looking to self-builds

December 1, 2025
Philbert Shih

Lambda raised over $1.5b in a Series E round. ...

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Flexential closes $800m in ABS financing

December 1, 2025
Vivian Kong

Flexential completed $800m in ABS financing to support the company’s growth and investment strateg...

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Nscale to take 15MW of capacity with Verne in Iceland

December 1, 2025
Ainsley Woods

Verne signed a 15MW agreement with Nscale to host ~4.6k NVIDIA Blackwell Ultra GPUs at its Iceland c...

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Edged breaks ground with new data centre in Chicago

December 1, 2025
Vivian Kong

Edged broke ground on its second data centre on the Edged Chicago campus in Aurora, Illinois. ...

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AEP reports 3Q25 earnings; 22GW of new data centre capacity prepating to come online by 2030

December 1, 2025
Vivian Kong

American Electric Power (AEP) reported its 3Q25 earnings with KPIs on data centre growth and demand....

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Alibaba reports FY2Q26 results; more growth acceleration amid aggressive AI uptake

December 1, 2025
Philbert Shih

Alibaba reported its FY2Q26 results, which included more details about the Alibaba Cloud infrastruct...

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WSS: More large cloud and data centre deals to build AI infrastructure personify the state of demand and the acceleration in sector growth

December 1, 2025
Philbert Shih

It was a slower week with the US Thanksgiving holiday and we reduced our publishing. But there were...

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MI: Large deals on data centre colocation and cloud side speak to AI demand profile and appetite for infrastructure

November 28, 2025
Philbert Shih

The past month saw a wave of large deals for both data centre colocation and hyperscale cloud infras...

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MI: Revenue growth acceleration kicking in across ecosystem

November 28, 2025
Philbert Shih

Earnings season revealed that revenue growth acceleration is coming from all corners of the ecosyste...

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MI: Hyperscale CapEx outlays set to increase yet again as demand exceeds supply and RPO builds

November 28, 2025
Philbert Shih

CapEx outlays continue to climb and in the past month there were clear signals that investment level...

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MI: AI platforms, service providers working with more than one chip vendor

November 28, 2025
Philbert Shih

The past month saw a number of AI platforms diversify GPU vendors and infrastructure service provide...

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