Analyst Notes

ClusterPower secures backing from former Chayora founders; plots 800MW AI campus in Romania

January 7, 2026
Sacha Kavanagh

Romania’s ClusterPower and Hong Kong-based Accelerated Infrastructure Capital (AIC) signed an agre...

Read more...

Nscale acquires data centre engineering consultancy Future-tech

January 6, 2026
Philbert Shih

Neocloud Nscale acquired Future-tech, a data centre engineering consultancy based in the UK. ...

Read more...

Alphabet acquires Intersect for $4.5b; securing and producing energy for Google’s data centres

January 6, 2026
Philbert Shih

Alphabet, parent company of Google, acquired Intersect for $4.5b in cash, while assuming all debt. ...

Read more...

NVIDIA licenses technology from Groq in $20b deal; acquire-hire to address inferencing, training separation

January 6, 2026
Philbert Shih

NVIDIA and Groq entered into a licensing arrangement that will see NVIDIA pay Groq to use and integr...

Read more...

Goodman, CPP Investments target FLAP markets with new Europe partnership

January 6, 2026
Sacha Kavanagh

Goodman and Canada Pension Plan Investment Board (CPP Investments) signed an agreement for a €8b d...

Read more...

AtlasEdge sells data centres to Templus as it pivots to larger builds

January 5, 2026
Sacha Kavanagh

AtlasEdge agreed to sell a portfolio of nine data centres, most of which it had acquired from Colt D...

Read more...

Data4 selected for new northern France data centre project

January 5, 2026
Sacha Kavanagh

Local media outlets report that a local authority has selected Brookfield-backed Data4 in partnershi...

Read more...

Ireland releases decision on grid connections for data centres

January 5, 2026
Sacha Kavanagh

Ireland’s Commission for Regulation of Utilities (CRU) finally published a decision on the policy ...

Read more...

Altibox plans new UK-Denmark subsea cable

January 5, 2026
Sacha Kavanagh

Norway-based fibre provider Altibox Carrier, part of Lyse Energy Group, is planning a new UK-Denmark...

Read more...

Azrieli outlines 80MW BTS contract for Green Mountain in Norway

January 5, 2026
Sacha Kavanagh

Israel-based Azrieli Group released details of a build-to-suit contract for a €1b 80MW campus in N...

Read more...

Oracle Cloud deploys second network on-ramp in SG at Digital Realty’s data centre

January 5, 2026
Jabez Tan

Oracle deployed its Oracle Cloud Infrastructure (OCI) FastConnect PoP at the Digital Realty SIN10 da...

Read more...

WSS: More large-scale GPU deals along with webscale consumption as strategic developments continue

January 5, 2026
Philbert Shih

The last week of the year saw more developments that reflect the ongoing momentum in the sector. Flu...

Read more...