Analyst Notes

nLighten discusses grid stabilisation progress at Frankfurt data centre

November 21, 2025
Sacha Kavanagh

We recently toured nLighten’s FRA1 data centre in Frankfurt, and sat down with management to get i...

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Rackspace launches Rackspace AI Launchpad for AI evaluations

November 21, 2025
Philbert Shih

Rackspace launched a new managed service called Rackspace AI Launchpad. ...

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CoreWeave increases credit facility to support growth initiatives

November 20, 2025
Philbert Shih

CoreWeave disclosed an increase to its revolving credit facility, bumping it up from $1.5b to $2.5b....

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American Tower reports 3Q25 results; increased investments into data centre segment

November 20, 2025
Vivian Kong

Summary: American Tower reported its 3Q25 results, which included data points and KPIs around the Co...

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Data4 contracts renewable energy for Spain data centres

November 20, 2025
Sacha Kavanagh

Data4 signed a 10 year contract with TotalEnergies to power its Spain data centres with renewable en...

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Google to expand self-build capacity in Frankfurt

November 20, 2025
Sacha Kavanagh

Google plans to invest €5.5b to expand data centre capacity in Frankfurt between 2006 and 2029. ...

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SAMCA secures approval for €2.6b data centre campus in Zaragoza, Spain

November 19, 2025
Ainsley Woods

Spanish industrial group SAMCA received Project of General Interest of Aragon (PIGA) approval for it...

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Colt DCS to expand London capacity in key Hayes AZ

November 19, 2025
Sacha Kavanagh

Colt DCS received approval from the local council to expand its Hayes Digital Park campus in west Lo...

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Equinix to build $22m LG3 data centre; third Lagos facility

November 19, 2025
Swapna Subramani

Equinix plans to invest $22 million in a new data centre in Lagos, Nigeria, its first newly built fa...

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Meta breaks ground on data centre in Beaver Dam, Wisconsin

November 18, 2025
Vivian Kong

Meta broke ground on its newest data centre in Beaver Dam, Wisconsin, and its 30th globally. ...

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DartPoints invest $125m for Greenville, SC expansion

November 18, 2025
Vivian Kong

DartPoints confirmed plans to invest $125m to expand its data centre in Greenville, South Carolina. ...

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AWS to build new US-Ireland subsea cable

November 18, 2025
Sacha Kavanagh

AWS revealed it will build a new subsea cable between the US and Ireland. ...

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