Analyst Notes

Google signs PPA for Spanish renewable energy

May 9, 2025
Sacha Kavanagh

Google signed a 10 year PPA for 35MW of power from a 51MW wind farm in northwestern Spain. ...

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LCRDC opens latest edge data centre in Liverpool, UK; discloses drivers and use cases

May 9, 2025
Sacha Kavanagh

Liverpool City Region Data Centres opened its fifth data centre in Liverpool in northern England. ...

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Oracle deploys first wave of NVIDIA Blackwell GB200 with plans to scale to 100k chips

May 9, 2025
Jabez Tan

NVIDIA confirmed that Oracle deployed its first wave of liquid-cooled NVIDIA GB200 NVL72 racks in ...

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CoreWeave expands revolving credit facility

May 8, 2025
Philbert Shih

CoreWeave more than doubled its revolving credit facility. ...

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Nuveen invests in CleanArc Data Centers

May 8, 2025
Vivian Kong

CleanArc Data Centers secured a strategic investment from Nuveen, the investment manager of TIAA. ...

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Crusoe releases new managed services for cloud platform

May 8, 2025
Philbert Shih

Crusoe released new managed services to be delivered through its NVIDIA-enabled cloud infrastructure...

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ODATA launches first phase of Mexico’s largest data centre development

May 8, 2025
Sacha Kavanagh

ODATA, an Aligned Data Centers company, launched the first data centre at its QR03 campus in the Mex...

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iomart rebrands to Atech

May 8, 2025
Sacha Kavanagh

The UK’s iomart will rebrand to Atech, the name of the company it acquired last autumn. ...

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Akamai rolls out managed container service

May 8, 2025
Philbert Shih

Akamai released a new managed container service targeted at the enterprise market. ...

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CoreWeave makes NVIDIA GB200 NVL72 rack-scale systems available on cloud infrastructure platform

May 8, 2025
Philbert Shih

NVIDIA confirmed that NVIDIA GB200 NVL72 systems are now deployed and available on the CoreWeave clo...

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Princeton Digital Group brings online TY1 data centre campus in Saitama, Japan

May 7, 2025
Jabez Tan

Princeton Digital Group (PDG) brought online its new TY1 Tokyo-area campus in Saitama City. ...

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Equinix reports 1Q25 results; steady leasing momentum despite global economic uncertainty, with liquid cooling deployments emerging

May 7, 2025
Jabez Tan

Equinix reported its 1Q25 results, which reflected a stable business trajectory despite the macroeco...

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