Analyst Notes

Google outlines two year $5b investment in AI infrastructure, skills in Belgium

October 20, 2025
Sacha Kavanagh

Google confirmed plans to invest $5b in AI in Belgium over two years. ...

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WSS: infra / STRUCTURE 2025 debates the future of hyperscale infrastructure, coming out with measured optimism and realism

October 20, 2025
Philbert Shih

We had a slower publishing schedule this past week due to the sixth annual infra / STRUCTURE summit...

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IREN expands GPU inventory and secures additional cloud contracts

October 14, 2025
Vivian Kong

IREN confirmed it has signed new multi-year cloud services contracts after increasing its GPU invent...

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Prometheus Hyperscale hires COO

October 14, 2025
Philbert Shih

Prometheus Hyperscale, formerly Wyoming Hyperscale, brought in a new COO. ...

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Meta, Pembina, Kineticor near deal for natural gas-powered AI data centre in Alberta

October 14, 2025
Ainsley Woods

Meta is reportedly in advanced talks with Pembina Pipeline and Kineticor to develop a hyperscale dat...

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CleanArc Data Centers acquires more land expansion in Virginia

October 14, 2025
Vivian Kong

CleanArc Data Centers has acquired an additional 87.5 acres to expand its flagship data centre campu...

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Canadian consortium comes together to serve federal government for cloud, data centres

October 14, 2025
Philbert Shih

A consortium of four Canadian infrastructure companies launched a sovereign cloud infrastructure ser...

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Digital Edge, Indonet secure facility for development, expansion in Jakarta

October 14, 2025
Philbert Shih

Digital Edge’s Indonesian data centre colocation operation EDGE DC and connectivity provider I...

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Hut 8 developing 1.5GW of capacity across four US sites

October 14, 2025
Philbert Shih

Nasdaq-listed Hut 8 confirmed plans to develop four data centre sites in the US and provided an upda...

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TIM Enterprise plans expansion of Italy data centres

October 14, 2025
Sacha Kavanagh

Italy’s TIM Enterprise, part of TIM Group, outlined plans to invest €1b over the three years to ...

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Centersquare acquires 10 data centres across North America

October 14, 2025
Vivian Kong

Colocation provider Centersquare acquired 10 data centres across the US and Canada, bringing its por...

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CoreSite tops off DE3 data centre in Denver

October 13, 2025
Vivian Kong

CoreSite disclosed that it has topped off the construction for its new DE3 data centre at 4900 Race ...

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