Analyst Notes

IXAfrica officially opens first Nairobi data centre; three more planned

March 25, 2025
Sacha Kavanagh

IXAfrica Data Centres officially launched its 4.5MW NBOX1 data centre in the Kenyan capital, Nairobi...

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Digital Realty forms JV with BDDC to develop and operate data centres in Jakarta, Indonesia

March 25, 2025
Justin Saputra

Bersama Digital Data Centres (BDDC) and Digital Realty established a 50-5+0 joint venture to develop...

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Oracle reports 3QFY25 results; more growth as demand continues to outpace supply

March 24, 2025
Philbert Shih

Oracle reported its 3QFY25 results for the three-month period ending February 28, 2025. The results ...

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Backblaze deploys cloud storage in Toronto with Cologix

March 24, 2025
Vivian Kong

Cologix brought in Backblaze as a customer at its TOR3 data centre in downtown Toronto. ...

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In the hall of the GPU king: NVIDIA GTC 2025

March 24, 2025
Daniel Golding

I just got back from my spring break, but unlike spring break for most people, I did not go to Cancu...

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FirstEnergy shares key data points on data centre demand in the US

March 24, 2025
Vivian Kong

US electric utility provider FirstEnergy shared some notable points on data centre growth in its 4Q2...

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DayOne breaks ground on data centre campus in Bangkok, Thailand

March 24, 2025
Justin Saputra

DayOne recently broke ground and began construction on its Chonburi Tech Park (CTP) data centre camp...

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SM+ breaks ground on first data centre in Jakarta

March 24, 2025
Justin Saputra

Sinar Mas Group’s SM+ data centre arm broke ground on its first data centre in Jakarta, Indonesia....

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WSS: Earnings season reveals diversity of infrastructure ecosystem as GPU clouds continue to take off

March 24, 2025
Philbert Shih

The sector continues to push forward as the NVIDIA GTC conference was held this past week, providin...

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EDF seeks expressions of interest for data centre developments in France

March 21, 2025
Sacha Kavanagh

French energy company EDF gave more details about the sites it is proposing for data centre developm...

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Spain’s Solaria discloses 600MW of data centre demand

March 21, 2025
Sacha Kavanagh

Spain-based renewable company Solaria confirmed it has secured demand for over 600MW of data centre ...

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Microsoft commits ZAR 5.4b to enhance South Africa’s AI and cloud infrastructure

March 21, 2025
Swapna Subramani

Microsoft confirmed a ZAR 5.4b (~USD $29m) investment to expand its cloud and AI infrastructure foot...

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