Analyst Notes

Vultr brings in over $300m in credit financing for expansion initiatives

July 1, 2025
Philbert Shih

Webscale provider Vultr disclosed $329m in new credit financing. ...

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Saudi Arabia proposes law to allow content to be stored in-country in line with foreign regulations

June 30, 2025
Sacha Kavanagh

Saudi Arabia released the draft Global AI Hub Law as it seeks to position the country as a global di...

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GREYKITE, White Star extend power, sign lease for new Warsaw data centre

June 30, 2025
Sacha Kavanagh

A new data centre is coming to Warsaw through the conversion of a former logistics park. ...

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CoreWeave reported to be looking again at acquiring data centre partner Core Scientific

June 30, 2025
Philbert Shih

A number of media outlets are reporting that CoreWeave is in talks to acquire bitcoin miner and data...

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WSS: Constantly evolving demand profile for data centre colocation still moving in the right direction for sector

June 30, 2025
Philbert Shih

Another busy week brings us to the halfway point of the year and it has been an eventful six months...

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MI: 37Signals use case an example of public cloud repatriation; not a sign of a wave to come, but about offsets, recalibration and hybrid

June 27, 2025
Philbert Shih

37Signals, parent company of the popular project management SaaS tool Basecamp, has undertaken a mul...

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MI: The end of hyperscale is upon us and that is a good thing in so many ways

June 27, 2025
Philbert Shih

Our contributor Daniel Golding recently posited a provocative thesis: that the end of hyperscale is ...

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MI: AWS building aggressively in US amid accelerating AI demand, resource constraints

June 27, 2025
Philbert Shih

The past month saw AWS make significant commitments to data centre infrastructure development to sup...

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MI: Oracle Cloud shows signs of accelerating growth in preview for hyperscale segment

June 27, 2025
Philbert Shih

Earnings season came to a close over the past month, but different fiscal year reporting meant Oracl...

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MI: Neoclouds continue to drive colocation demand; different angles to standing up AI infrastructure

June 27, 2025
Philbert Shih

The past month saw more large-scale GPU cloud deployments that provide a window into what kind of im...

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MI: Webscale providers show steady performance; AI and other drivers could accelerate things

June 27, 2025
Philbert Shih

Webscale providers continues to push forward and showed steady and consistent performance levels dur...

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Nebius releases 1Q25 results; adds new execs, data centres, services, customers

June 26, 2025
Sacha Kavanagh

Amsterdam-based and Nasdaq-listed neocloud Nebius made various disclosures in recent weeks, raising ...

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