Analyst Notes

QTS gets green light for first phase of Cambois, UK campus

December 11, 2025
Sacha Kavanagh

QTS received approval for the first phase of its Cambois campus near Newcastle in northern England. ...

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Scaleway opens Germany cloud region, wins tenders for European projects

December 11, 2025
Sacha Kavanagh

France-based Scaleway, part of Iliad Group, opened a new single AZ cloud region in Germany. ...

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OpenAI in talks with TCS on Stargate India compute

December 11, 2025
Swapna Subramani

OpenAI is reported to be in discussions with Tata Consultancy Services (TCS) about an Indian Stargat...

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SC Zeus breaks ground on 70MW data centre in Osaka, Japan

December 11, 2025
Jabez Tan

SC Zeus broke ground on its first data centre in Osaka, Japan. ...

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RT-One to invest $1.2b in Brazil for 400MW data centre

December 11, 2025
Vivian Kong

RT-One acquired land for a 400MW data centre project in Brazil. ...

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Wisconsin proposes new data centre bill; filling a regulatory void in the state

December 10, 2025
Vivian Kong

A new data centre bill was put forth in the Wisconsin state legislature that seeks to protect the lo...

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Tencent reports 3Q25 results; shares CapEx numbers, cloud growth

December 10, 2025
Philbert Shih

Tencent reported its 3Q25 results, which included an update on CapEx numbers and insights on the pac...

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CoreWeave launches migration service; covering egress fees when moving from hyperscalers

December 10, 2025
Philbert Shih

CoreWeave rolled out a data migration service that will see it take on egress fees incurred by custo...

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NEXTDC breaks ground at 28MW central Tokyo data centre site

December 10, 2025
Jabez Tan

NEXTDC started development of its TK1 data centre in central Tokyo with a targeted completion in la...

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Penzance breaks ground on 45MW data centre in Northern Virginia

December 10, 2025
Vivian Kong

Real estate investment and development firm Penzance broke ground on a new data centre facility in C...

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Actis launches LatAm hyperscale platform TERRANOVA

December 10, 2025
Vivian Kong

Actis recently launched TERRANOVA, a new hyperscale platform focused on the LatAm market. ...

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Adani-Google secure 480 acres for gigawatt AI campus in Vizag, India

December 10, 2025
Swapna Subramani

Andhra Pradesh has allocated 480 acres across Visakhapatnam and Anakapalli to an Adani-Google ventur...

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