Analyst Notes

Rowan Digital Infrastructure names new CEO

February 7, 2025
Philbert Shih

Rowan Infrastructure recently named Charley Daitch as CEO. ...

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Amazon reports steady 4Q24 and FY24 results with AWS showing steady, consistent growth

February 6, 2025
Philbert Shih

Amazon reported its 4Q24 results, which showed AWS cloud infrastructure growth moving along at a sim...

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AVAIO Digital to acquires land for 300MW campus in Farmville, VA

February 6, 2025
Vivian Kong

AVAIO Digital disclosed plans to develop a five-building, 300MW campus at the Heartland Innovation T...

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H5 Data Centers acquires Yahoo data centre in Lockport, NY

February 6, 2025
Vivian Kong

H5 Data Centers purchased the Yahoo data centre campus in Lockport, NY in a $49m sale-leaseback agre...

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VIRTUS enters Milan, Italy market

February 6, 2025
Sacha Kavanagh

The UK’s VIRTUS Data Centres announced its entry into the Milan market with a 70MW (gross) data ce...

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Rackspace and Dubai Health to develop AI-driven healthcare digital hub using cloud

February 6, 2025
Swapna Subramani

Rackspace and Dubai Health signed a MoU to explore the creation of a healthcare digital hub, using c...

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ExxonMobil looking to build natural gas power plants for data centres

February 5, 2025
Philbert Shih

Energy provider ExxonMobil confirmed it is looking at building natural gas power plants to support ...

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Rowan Digital Infrastructure closes on construction financing for Maryland campus build

February 5, 2025
Philbert Shih

Rowan Digital Infrastructure confirmed closing of $975m in construction financing to build out the i...

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Asia Pacific Land and Global Compute Infrastructure form JV to develop Kyushu’s first hyperscale data centre campus

February 5, 2025
Jabez Tan

The Asia Pacific Land Group and Los Angeles-based Global Compute Infrastructure formed a joint ventu...

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Google reports 4Q24 results; cloud growth and demand profile pushing CapEx increases

February 5, 2025
Philbert Shih

Google’s parent company Alphabet reported its 4Q24 results, which showed more growth for the c...

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Blackstone to acquire power plant in Virginia

February 5, 2025
Vivian Kong

Blackstone, through its Energy Transition Partners unit, confirmed the acquisition of Potomac Energy...

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DoIT acquires LiveDiagrams; enhancing optimization for cloud

February 4, 2025
Philbert Shih

Managed public cloud provider DoIT acquired DoiT LiveDiagrams. ...

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