Analyst Notes
Lunar Digital, Asanti form UK JV
Two little known UK data centre operators – Asanti Data Centres and Lunar Digital – formed a JV....
Read more...MI: M&A transaction activity building scale, new market entry, with a European flavour
There was notable M&A activity across the ecosystem in the past month. ...
Read more...MI: Stargate data centre leased up after Oracle Cloud and OpenAI decline to expand there; points to demand profile health
The sector continues to see stress tests that provide some indication of where the sector is. ...
Read more...MI: Middle East conflict sees data centre targeted as critical infrastructure; opens up debate about self-build versus colocation
Read more...MI: Large deals continue to be signed for gigawatt-level AI and hyperscale data centre campuses
There were again a number of large AI infrastructure deals in the past month. ...
Read more...MI: Neoclouds busy with strategic activity to marshall resources for infrastructure builds
The past month saw a meaningful amount of strategic activity in the neocloud space. ...
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