Analyst Notes

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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Stargate Project launches; building hyperscale, AI infrastructure in Abilene, Texas

January 28, 2025
Philbert Shih

The Stargate Project is a new company launched last week that aims to invest $500b in infrastructure...

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AWS opens Mexico cloud infrastructure region

January 28, 2025
Sacha Kavanagh

AWS launched the AWS Mexico (Central) Region in Queretaro. ...

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PowerHouse shares construction timeline for Charlotte, NC campus

January 28, 2025
Vivian Kong

PowerHouse Data Centers provided an update on its Charlotte, North Carolina project. ...

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Jim Chanos misses again with warnings of data centre infrastructure overbuild

January 27, 2025
Philbert Shih

Renowned hedge fund manager Jim Chanos, who a couple years back shorted data centre REITs and warned...

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Social media hyperscaler said to be planning deployment of edge-hyperscale data centres in multiple US markets

January 27, 2025
Philbert Shih

An expert inquiry call (made available to research services) conducted with an investment profession...

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Start Campus adds sales, marketing hires to management team

January 27, 2025
Sacha Kavanagh

Portugal’s Start Campus, which we toured late last year, made two new hires to accelerate its go-t...

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MERLIN, Edged Energy plot two 1GW campuses in Spain

January 27, 2025
Sacha Kavanagh

Spain’s MERLIN Properties and Edged Energy are plotting two huge campuses in the Extremadura regio...

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STT GDC signs MoU with Telangana government as it plans for AI-ready data centre campus in Hyderabad

January 27, 2025
Swapna Subramani

STT GDC India signed a Memorandum of Understanding (MoU) with the government of Telangana to establi...

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WSS: Launches, JVs and investments driven by demand and capital requirements for expansion, while geopolitics lurks in the background

January 27, 2025
Philbert Shih

An eventful week saw the sector gather at the PTC event in Hawaii, while there were various develop...

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AI campus with BESS proposed for Anglesey in the UK

January 24, 2025
Sacha Kavanagh

A pre-application consultation has been opened for a large data centre and BESS (battery energy stor...

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Digital 9 continues wind-down with agreement to sell EMIC-1 subsea cable project

January 24, 2025
Sacha Kavanagh

London-listed Digital 9 Infrastructure agreed to sell its interest in the Europe Middle-East India C...

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