Analyst Notes

Google plans new Chile-Australia subsea cable

July 8, 2025
Sacha Kavanagh

Google signed a deal with the Chilean government for a 14.8k km subsea cable between Valparaíso in ...

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Pulsant, Nine23 partner for sovereign UK managed infrastructure, services

July 8, 2025
Sacha Kavanagh

Pulsant struck a partnership with MSP Nine23, which provides sovereign services to UK government, la...

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Google Cloud seeking to self-build in central France?

July 8, 2025
Sacha Kavanagh

Local authorities confirmed that Google is nearing a deal to pay an estimated €58.5m for nearly 20...

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CoreWeave has C-level executive focused on strategic financing

July 8, 2025
Philbert Shih

CoreWeave named Ernie Rogers as chief architect of strategic financing. ...

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CoreWeave acquires Core Scientific in $9b all-stock transaction

July 7, 2025
Philbert Shih

CoreWeave confirmed it has reached a definitive agreement to acquire data centre colocation provider...

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Oracle Cloud signs large cloud infrastructure win; digging into RPO pipeline

July 7, 2025
Philbert Shih

Oracle disclosed the signing of multiple large cloud infrastructure service agreements. One of thes...

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Meta reported to be raising $30b to fund AI data centre builds

July 7, 2025
Philbert Shih

Media reports indicate Meta is actively working on raising significant quantities of capital to supp...

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nLighten names ex-Equinix VP as CCO

July 7, 2025
Sacha Kavanagh

nLighten appointed Christophe Thioux as CCO. ...

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Nebius selects Ark Data Centres for London GPUs

July 7, 2025
Sacha Kavanagh

Nebius released more details about its recently disclosed deployment in the UK. ...

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WSS: AWS rolls out AI Zones, with Saudi Arabia and South Korea seeing initial deployments; national AI strategies push forward

July 7, 2025
Philbert Shih

The sector remained busy in global markets even as public holidays approach in various countries. A...

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AWS rolling out AI Zones; first glimpse of state of AI infrastructure builds alongside cloud AZs

July 4, 2025
Philbert Shih

AWS has started to introduce infrastructure deployments called AI Zones. These deployment will stand...

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AWS building new cloud infrastructure region and dedicated AI Zone in Saudi Arabia; investing over $10b

July 4, 2025
Philbert Shih

AWS partnered with newly formed HUMAIN to invest $5b and build a dedicated AI Zone in Saudi Arabia i...

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