Analyst Notes
GDS reports 1Q25 results; signs over 220MW in new leasing across China, Europe and APAC
Read more...Five Point Infrastructure forms PowerBridge; to target gigawatt-level data centre campuses
Read more...CoreWeave reports 1Q25 results; backlog, CapEx commitments underscore growth trajectory
Read more...Crusoe, Blue Owl, Primary Digital JV moves into $15b second phase for data centre in Abilene, TX
Read more...Bain Capital launches new hyperscale venture in EMEA; building on acquisition of majority stake in AQ Compute
Read more...CoreWeave deploys infrastructure with Flexential in Plano, Texas
CoreWeave expanded its relationship with Flexential, adding capacity in Plano, Texas. ...
Read more...Alibaba reports CY1Q25 results; cloud recovery driven by AI and also driving migrations
Read more...WSS: Earnings season shows more consistency, while outsourcing to cloud and colocation motivated by demand for AI
Read more...Portus Data Centers expanding in Munich
Portus Data Centers confirmed plans to expand its Munich campus with a second facility, MUC2. ...
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