Analyst Notes

CapitaLand commits $1b to scale India data centre portfolio to 500MW

November 18, 2025
Swapna Subramani

CapitaLand Investment plans to double its India data centre capacity from 245MW to nearly 500MW by 2...

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AWS helps regional planning with new comparison tool

November 17, 2025
Philbert Shih

AWS rolled out a new service called AWS Capabilities by Region. ...

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Prime Data Centers to host Lambda infrastructure in Los Angeles data centre

November 17, 2025
Philbert Shih

Prime Data Centers confirmed a data centre colocation lease with neocloud Lambda. ...

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Iron Mountain reports 3Q25 results; signs 13MW of new leasing

November 17, 2025
Ainsley Woods

Iron Mountain reported its 3Q25 results and signed a total of 13MW in new leasing during the quarter...

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Cipher signs $5.5b data centre deal with AWS; developing more sites for AI, hyperscale infrastructure

November 17, 2025
Philbert Shih

Publicly listed Cipher and its Cipher Mining arm signed a 15-year deal with AWS worth $5.5b to provi...

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CoreWeave reports 3Q25 results; data centre delivery delays have short-term impact, self-building data centres to de-risk capacity building

November 17, 2025
Philbert Shih

CoreWeave reported its 3Q25 results, which saw more revenue growth, but some slowing given data cent...

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Megaport acquires Latitude.sh; adding compute to connectivity to capture more of value chain

November 17, 2025
Philbert Shih

Megaport, a NaaS provider based in Melbourne, Australia, entered into a definitive agreement to acqu...

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Microsoft to invest $10b in Sines, Portugal AI data centre

November 17, 2025
Ainsley Woods

Microsoft confirmed plans to invest $10b in AI infrastructure at a data centre in Sines, Portugal. ...

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Cloudflare reports 3Q25 results; growth acceleration amid a convergence of tailwinds

November 17, 2025
Philbert Shih

Cloudflare reported its 3Q25 results, which showed growth rate acceleration as both add-on service a...

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WSS: Earnings shows more signs of growth acceleration as AI inferencing drives demand and strategic moves

November 17, 2025
Philbert Shih

A busy week saw earnings season in full swing and the results coming in from across the ecosystem s...

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OpenAI, Broadcom partner on custom AI accelerators

November 14, 2025
Sacha Kavanagh

OpenAI is collaborating with Broadcom on 10GW of custom AI accelerators. ...

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DoIT makes third technology acquisition with purchase of CloudWize

November 14, 2025
Philbert Shih

Managed public cloud provider DoIT acquired CloudWize, a security and compliance platform. ...

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