Analyst Notes

EcoDataCenter divesting retail facilities, focus on hyperscale and AI

May 12, 2025
Sacha Kavanagh

Sweden’s EcoDataCenter confirmed plans to sell its three retail colocation data centres as it focu...

Read more...

Akamai reports 1Q25 results; cloud compute segment tracking well amid shifts in market

May 12, 2025
Philbert Shih

Akamai reported its 1Q25 results, which showed some interesting growth dynamics around the cloud com...

Read more...

Google acquires land from Gamuda DCI to develop hyperscale data centre campus just outside Kuala Lumpur

May 12, 2025
Jabez Tan

Malaysian firm Gamuda DC Infrastructure Sdn Bhd entered into an agreement with Google affiliate Pear...

Read more...

WSS: Early returns from earnings seasons provide data points about sector’s trajectory, quelling fears of sector overbuild

May 12, 2025
Philbert Shih

Earnings season is now in full swing and the past week saw hyperscale (AWS, Microsoft, Meta) and be...

Read more...

Google signs PPA for Spanish renewable energy

May 9, 2025
Sacha Kavanagh

Google signed a 10 year PPA for 35MW of power from a 51MW wind farm in northwestern Spain. ...

Read more...

LCRDC opens latest edge data centre in Liverpool, UK; discloses drivers and use cases

May 9, 2025
Sacha Kavanagh

Liverpool City Region Data Centres opened its fifth data centre in Liverpool in northern England. ...

Read more...

Oracle deploys first wave of NVIDIA Blackwell GB200 with plans to scale to 100k chips

May 9, 2025
Jabez Tan

NVIDIA confirmed that Oracle deployed its first wave of liquid-cooled NVIDIA GB200 NVL72 racks in ...

Read more...

CoreWeave expands revolving credit facility

May 8, 2025
Philbert Shih

CoreWeave more than doubled its revolving credit facility. ...

Read more...

Nuveen invests in CleanArc Data Centers

May 8, 2025
Vivian Kong

CleanArc Data Centers secured a strategic investment from Nuveen, the investment manager of TIAA. ...

Read more...

Crusoe releases new managed services for cloud platform

May 8, 2025
Philbert Shih

Crusoe released new managed services to be delivered through its NVIDIA-enabled cloud infrastructure...

Read more...

ODATA launches first phase of Mexico’s largest data centre development

May 8, 2025
Sacha Kavanagh

ODATA, an Aligned Data Centers company, launched the first data centre at its QR03 campus in the Mex...

Read more...

iomart rebrands to Atech

May 8, 2025
Sacha Kavanagh

The UK’s iomart will rebrand to Atech, the name of the company it acquired last autumn. ...

Read more...