Analyst Notes

Digital Connexion brings in CEO to lead JV

July 29, 2025
Philbert Shih

Digital Connexion named C R Srinivasan as CEO. ...

Read more...

Seraya Partners brings in capital, investors to support Empyrion Digital’s APAC development

July 29, 2025
Philbert Shih

Seraya Partners recently closed a co-investment round to support its data centre development platfor...

Read more...

iomart confirms FY25 results; business review underway

July 29, 2025
Sacha Kavanagh

The UK’s iomart Group released its financial results for the year ending March 31, 2025 (FY25), wh...

Read more...

MERLIN Edged secures clean energy for carbon-neutral Lisbon campus in Portugal

July 29, 2025
Sacha Kavanagh

MERLIN Edged signed an agreement with Portugal’s EDP for the supply of renewable energy to its Lis...

Read more...

AirTrunk breaks ground on 40MW phase at its TOK1 campus in Inzai, Japan

July 29, 2025
Jabez Tan

AirTrunk broke ground on a new 40MW+ phase at its 300MW TOK1 campus. ...

Read more...

OpenAI reveals plans for Stargate initiative expansions in partnership with Oracle Cloud; aiming to build out 4.5GW

July 28, 2025
Philbert Shih

OpenAI confirmed plans to develop a significant amount of infrastructure capacity as part of the Sta...

Read more...

Google to build Sol cable to connect Florida, Spain via Bermuda, Azores

July 28, 2025
Sacha Kavanagh

Google announced a new transatlantic subsea cable, Sol, that will be the only cable between Florida ...

Read more...

Microsoft rolls out Azure restricted regions for in-country/region DR

July 28, 2025
Sacha Kavanagh

Microsoft has quietly rolled out a number of Azure restricted regions in secondary markets in countr...

Read more...

iXAfrica to host Zadara AI Sovereign Cloud in Kenya

July 28, 2025
Sacha Kavanagh

South African cloud and digital transformation provider TouchNet will launch the Zadara AI Sovereign...

Read more...

Cologix closes on $525m securitization for data centre development

July 28, 2025
Vivian Kong

Cologix closed on a $525m asset-backed securitization to fund the company’s data centre growth. ...

Read more...

WSS: Hyperscale earnings show signs of cloud growth acceleration and healthy demand even as pullbacks still happen

July 28, 2025
Philbert Shih

The past week was another busy one as earnings season kicked off and we got our first look at the r...

Read more...

AtlasEdge opens new facility in Stuttgart, Germany

July 25, 2025
Ainsley Woods

AtlasEdge opened a data centre in Stuttgart, Germany. ...

Read more...