Analyst Notes

MI: Webscale providers show steady performance; AI and other drivers could accelerate things

June 27, 2025
Philbert Shih

Webscale providers continues to push forward and showed steady and consistent performance levels dur...

Read more...

Nebius releases 1Q25 results; adds new execs, data centres, services, customers

June 26, 2025
Sacha Kavanagh

Amsterdam-based and Nasdaq-listed neocloud Nebius made various disclosures in recent weeks, raising ...

Read more...

Mission Cloud partners with New Relic to create managed service for observability, performance

June 26, 2025
Philbert Shih

MSP and managed public cloud provider Mission, part of CDW, rolled out a new fully managed service f...

Read more...

EdgeCore brings in new president

June 26, 2025
Philbert Shih

EdgeCore Digital Infrastructure named Steve Conner as president, a newly established position at the...

Read more...

Newcomer Polarnode outlines data centre projects in Finland

June 26, 2025
Sacha Kavanagh

A new venture dubbed Polarnode has plans for over 500MW of capacity across six projects in Finland. ...

Read more...

Together AI, Hypertec, 5C Data Centers expanding to Europe for GPU cloud deployments

June 26, 2025
Sacha Kavanagh

Together.AI announced plans to deploy nearly 100k GPUs in Europe and hired a new VP EMEA. ...

Read more...

Kuwait Investment Authority backs Microsoft–BlackRock AI infrastructure push

June 26, 2025
Swapna Subramani

he AI Infrastructure Partnership (AIP), established in September 2024 by BlackRock, Global Infrastru...

Read more...

AWS outlines strict governance, new parent company for AWS European Sovereign Cloud

June 26, 2025
Sacha Kavanagh

AWS unveiled the governance structure for the AWS European Sovereign Cloud, which will launch by the...

Read more...

Data4 pilots algae production, CO2 capture at Paris data centre

June 25, 2025
Sacha Kavanagh

Data4 launched a proof-of-concept at its Marcoussis campus in Paris that aims to transform waste hea...

Read more...

CyrusOne strikes partnership with E.ON; first project for local power generation at new Frankfurt data centre

June 25, 2025
Sacha Kavanagh

CyrusOne struck an agreement with energy company E.ON in the form of a preferred partnership. ...

Read more...

AWS to invest US$13b in Australia to support the roll out of data centre infrastructure for AI

June 25, 2025
Jabez Tan

AWS shared plans to allocate A$20b (US$13.2b) between 2025 and 2029 to expand, operate, and maintain...

Read more...

Outages hit clouds, data centres on global basis

June 24, 2025
Philbert Shih

There have been a few outages across the cloud and data centre infrastructure sector in recent weeks...

Read more...