Analyst Notes

Microsoft plans new western Denmark cloud region

December 18, 2025
Ainsley Woods

Microsoft will establish a new west Denmark cloud region across the municipalities of Esbjerg and Va...

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Princeton Digital Group tops out third data centre building in Johor, Malaysia; starts development of final building

December 17, 2025
Jabez Tan

Princeton Digital Group (PDG) topped out the third building of its 200MW JH1 campus at the Sedenak T...

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Google to invest $880m for new facility in Texas

December 17, 2025
Vivian Kong

Google confirmed plans to invest about $880m to build a new data centre at its campus in Midlothian,...

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Fluidstack reported to be targeting capital raise of $700m

December 17, 2025
Philbert Shih

Multiple media outlets have reported that neocloud provider Fluidstack is in the process of raising ...

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STACK Infrastructure completes construction of second data centre building in Melbourne, AUS

December 17, 2025
Jabez Tan

Summary: STACK Infrastructure completed construction of another building at its MEL01B data centre i...

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Macquarie Data Centres completes external structure of new data centre in Sydney; more in the pipeline

December 17, 2025
Jabez Tan

Macquarie Data Centres (MDC) completed the external structure of its new 47MW data centre in north S...

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Schneider Electric, Digital Realty partner for equipment capacity; future proofing supply chains

December 17, 2025
Swapna Subramani

Schneider Electric and Digital Realty signed a $373m supply capacity agreement to secure and shorten...

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Johor tightens approvals for data centre builds due to constraints on water and power

December 17, 2025
Jabez Tan

The government in Johor, Malaysia is tightening its rules for data centre development due to the co...

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Oracle launches 1st OCI supercluster in Middle East to advance sovereign AI

December 17, 2025
Swapna Subramani

Oracle deployed its first Oracle Cloud Infrastructure supercluster in the Middle East. ...

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Empyrion Digital secures power and regulatory approval for new 200MW data centre campus build in Johor, Malaysia

December 16, 2025
Jabez Tan

Empyrion Digital secured regulatory approval for both the Electricity Supply Agreement (ESA) and Dat...

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Vultr to build AMD GPU supercluster in Ohio; investing $1b

December 16, 2025
Philbert Shih

Vultr confirmed plans to launch an AI cluster in partnership with AMD. ...

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Sabey Data Centers to build new data centre campus in Indiana

December 16, 2025
Vivian Kong

Sabey Data Centers disclosed plans to build the Decatur Technology Park, a data centre campus in Dec...

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