Analyst Notes

Large north London data centre gets the green light

January 30, 2025
Sacha Kavanagh

DC01UK received planning permission for its project in Potters Bar, north London. ...

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Israel’s Keystone plans data centres located with power plant

January 30, 2025
Sacha Kavanagh

Local media reports Israeli infrastructure investment firm Keystone filed plans to build two 20MW (I...

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NVIDIA to build new Israel data centre

January 30, 2025
Sacha Kavanagh

NVIDIA pledged to invest over $500m in Israel, including a data centre close to its HQ near Haifa. ...

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Meta shares CapEx update amid plans to build GW-scale data centre in Louisiana

January 29, 2025
Philbert Shih

Meta shared some data points about its AI infrastructure plans moving into 2025. The information was...

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EXA Infrastructure boosts subsea cable presence with deal to buy Aqua Comms

January 29, 2025
Sacha Kavanagh

EXA Infrastructure agreed to buy Aqua Comms from Digital 9 Infrastructure as the latter continues to...

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New west Dublin campus gets go ahead after appeal dismissed

January 29, 2025
Sacha Kavanagh

Ireland’s national planning regulator, An Bord Pleanála, upheld a 2023 decision to grant planning...

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Abu Dhabi to consolidate public sector data centres, cloud platforms

January 29, 2025
Sacha Kavanagh

The government of Abu Dhabi issued a request for qualifications for a partner to build what it is ca...

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AWS commits $8.3b to expand data centres for Mumbai cloud region in Maharashtra

January 29, 2025
Swapna Subramani

Amazon Web Services confirmed making an investment of $8.3b to expand its cloud infrastructure in th...

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DeepSeek not going to deep-six infrastructure sector; optimization wave will moderate demand, but also have many benefits

January 28, 2025
Philbert Shih

There has been plenty of chatter, or more accurately a collective freak out, around Chinese AI start...

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CtrlS unveils plans for 40-acre data centre campus near Hyderabad

January 28, 2025
Swapna Subramani

India’s CtrlS Datacenters confirmed plans to establish a new data centre park on a 40-acre sit...

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Compass Datacenters to invest $10b in new Mississippi campus

January 28, 2025
Vivian Kong

Compass Datacenters shared plans to build a new hyperscale data centre campus in Meridian, Mississip...

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STACK Infrastructure to build 1GW campus in Northern Virginia

January 28, 2025
Vivian Kong

STACK Infrastructure plans to develop a 1GW+ campus in Stafford County, Virginia. ...

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