Analyst Notes

CPP Investments, Deutsche Bank provide financing for JV developing GPU cloud data centre in Cambridge, ON for CoreWeave

August 5, 2025
Philbert Shih

CPP Investments disclosed that is providing funding for a 54MW data centre project in Cambridge, Ont...

Read more...

PAG’s FLOW to develop 30MW data centre campus in central Tokyo

August 5, 2025
Jabez Tan

FLOW Digital Infrastructure, the data centre platform of PAG, confirmed that construction is underwa...

Read more...

Snowhawk, Nuveen make investment in Prime Data Centers

August 5, 2025
Philbert Shih

Private equity firms Snowhawk and Nuveen acquired a stake in Prime Data Centers. ...

Read more...

NTT Data Center REIT lists on Singapore Exchange

August 5, 2025
Justin Saputra

NTT listed its data centre real estate investment trust, NTT Global Data Centers REIT, on the Singap...

Read more...

Equinix reports 2Q25 results; strong enterprise deal activity, cross and intra-regional buying

August 4, 2025
Jabez Tan

Equinix reported its 2Q25 results, which reflected strength coming from small- and medium-sized deal...

Read more...

Digital Realty reports 2Q25 results; enterprise leasing sets new record as interconnection gains momentum

August 4, 2025
Ainsley Woods

Summary: Digital Realty reported its 2Q25 results, showing strong performance led by record levels o...

Read more...

eStruxture secures financing for Canadian data centre development

August 4, 2025
Vivian Kong

Canadian operator eStruxture raised a total of CA$1.35b (~US$975m) in financing to fund the developm...

Read more...

Meta reports 2Q25 results; updated CapEx outlook, more AI infrastructure investments

August 4, 2025
Philbert Shih

Meta reported its 2Q25 results and shared important data points about its data centre requirements a...

Read more...

OpenAI chooses Nscale, Aker for Stargate Norway facility

August 4, 2025
Sacha Kavanagh

OpenAI will open a data centre in Norway in partnership with UK-based neocloud Nscale and Norwegian ...

Read more...

WSS: Hyperscalers earnings show accelerating growth and investment levels as demand continues to outpace supply

August 4, 2025
Philbert Shih

The past week saw earnings season pick up pace and we got more visibility into the performance of t...

Read more...

Switch Datacenters secures land, permits for Warsaw data centre

August 3, 2025
Sacha Kavanagh

Switch Datacenters confirmed it had acquired land and received permits for a data centre in Warsaw, ...

Read more...

Fastly looks internally for new CEO

August 1, 2025
Philbert Shih

astly elevated its chief product officer Kip Compton to the CEO position. ...

Read more...