Analyst Notes

NEXTDC signs 16MW of new leases; secures first hyperscale customer lease in Kuala Lumpur

June 17, 2025
Jabez Tan

NEXTDC disclosed 16MW of new data centre leasing activity between May 6 and May 31, 2025. ...

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Cologix houses Lambda on-demand GPU cloud offering in Columbus, OH data centre

June 16, 2025
Philbert Shih

Cologix and Lambda partnered to stand up AI infrastructure built on NVIDIA GPUs and Supermicro hardw...

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OpenAI using Google Cloud infrastructure; some of it from CoreWeave

June 16, 2025
Philbert Shih

Multiple media reports indicate OpenAI will use Google for cloud infrastructure. ...

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Yondr delivers initial 25MW to hyperscale customer at Johor campus

June 16, 2025
Jabez Tan

Yondr Group confirmed it has delivered the first 25MW of IT load capacity at its new Johor, Malaysia...

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Why the end of hyperscale is good news

June 16, 2025
Daniel Golding

For a period of years in the data centre industry, there was a strong focus on four end customers &#...

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Amazon commits $20b to Pennsylvania to expand AWS cloud, AI infrastructure; supported by new PPA with Talen Energy

June 16, 2025
Vivian Kong

Amazon confirmed plans to invest at least $20b into Pennsylvania to expand its data centre infrastru...

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Vantage Data Centers re-finances Germany data centres

June 16, 2025
Sacha Kavanagh

Vantage Data Centers raised €640m in securitised term notes. ...

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Constellation and Meta sign PPA for nuclear energy in Illinois

June 16, 2025
Vivian Kong

Constellation Energy and Meta have entered a 20-year PPA for the output of the Clinton Clean Energy ...

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Vantage Data Centers secures $5b in green financing to support North American platform

June 16, 2025
Vivian Kong

Vantage Data Centers secured $5b in incremental green loan financing to develop its North America-ba...

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WSS: Steady performance in webscale, managed infrastructure, while hyperscale set to accelerate amid strong demand signals, global expansion, investments

June 16, 2025
Philbert Shih

A busy week across the sector saw the tail end of earnings season, while there was again significan...

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FCDC plans 500MW data centre in Rovaniemi, Finland

June 13, 2025
Ainsley Woods

Finnish property developer FCDC plans to build a data centre in Rovaniemi, Finland on a site that ca...

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Immersion cooling operational in NorthC data centre in the Netherlands; reducing carbon emissions

June 13, 2025
Sacha Kavanagh

NorthC Group disclosed that a customer is using immersion cooling at its Rotterdam data centre in th...

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