Analyst Notes

New leadership at Yondr as acquisition by DigitalBridge, La Caisse closes

July 9, 2025
Sacha Kavanagh

DigitalBridge and La Caisse (formerly CDPQ) completed the acquisition of Yondr Group from Cathexis H...

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Akamai partners with Cloudinary for video management

July 9, 2025
Philbert Shih

Akamai partnered with Cloudinary to enhance its video management capabilities. ...

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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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