Analyst Notes

Tencent reports 3Q25 results; shares CapEx numbers, cloud growth

December 10, 2025
Philbert Shih

Tencent reported its 3Q25 results, which included an update on CapEx numbers and insights on the pac...

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CoreWeave launches migration service; covering egress fees when moving from hyperscalers

December 10, 2025
Philbert Shih

CoreWeave rolled out a data migration service that will see it take on egress fees incurred by custo...

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NEXTDC breaks ground at 28MW central Tokyo data centre site

December 10, 2025
Jabez Tan

NEXTDC started development of its TK1 data centre in central Tokyo with a targeted completion in la...

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Penzance breaks ground on 45MW data centre in Northern Virginia

December 10, 2025
Vivian Kong

Real estate investment and development firm Penzance broke ground on a new data centre facility in C...

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Actis launches LatAm hyperscale platform TERRANOVA

December 10, 2025
Vivian Kong

Actis recently launched TERRANOVA, a new hyperscale platform focused on the LatAm market. ...

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Adani-Google secure 480 acres for gigawatt AI campus in Vizag, India

December 10, 2025
Swapna Subramani

Andhra Pradesh has allocated 480 acres across Visakhapatnam and Anakapalli to an Adani-Google ventur...

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Pure DC secures planning approval for first Madrid data centre

December 10, 2025
Sacha Kavanagh

Pure Data Centres Group received planning permission for the first phase of its MAD01 campus in the ...

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Vantage brings online final 16MW building at Cyberjaya, Malaysia campus; another campus in the pipeline

December 9, 2025
Jabez Tan

Vantage Data Centers launched the fourth and final 16MW building, KUL14, at its data centre campus i...

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Digital Realty breaks ground on FRA20 in Frankfurt

December 9, 2025
Ainsley Woods

Digital Realty started construction of FRA20, a 16MW facility on the Digital Park Fechenheim campus ...

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Thésée Datacenter plans 50MW expansion to campus outside Paris

December 9, 2025
Ainsley Woods

French operator Thésée Datacenter confirmed plans to expand its campus in Aubergenville, northwest...

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OVHcloud to expand in Germany with new 3-AZ region in Berlin

December 9, 2025
Ainsley Woods

OVHcloud will launch a new 3-AZ cloud region in Berlin, its third in Europe after Paris and Milan. ...

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GTR breaks ground on first Swiss data centre, CH One in Zurich

December 9, 2025
Ainsley Woods

Global Technical Realty (GTR) has begun construction of CH One, a 24MW, three-storey data centre on ...

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