Analyst Notes

Equinix provides update on data centre energy strategy

September 9, 2025
Philbert Shih

Equinix provided an update on its global energy strategy. ...

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Silver Lake launches digital infrastructure platform with $400m to target powered land

September 9, 2025
Ainsley Woods

Silver Lake has partnered with Adam Fisher and Peter Rumbold of Commonwealth Asset Management to lau...

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Templus begins major upgrade to Barcelona data centre

September 9, 2025
Sacha Kavanagh

Spain-based Templus, which launched last summer, began upgrading the Barcelona data centre it acquir...

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EDGNEX Data Centers acquires site in Jakarta for data centre development

September 8, 2025
Philbert Shih

EDGNEX Data Centers, part of DAMAC Group in the UAE, disclosed plans to develop a second data centre...

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Atmosphere Data Centers receives investment from AGC Equity Partners; maiden project in Dickerson, MD

September 8, 2025
Philbert Shih

Atmosphere Data Centers received an equity investment from AGC Equity partners. ...

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CoreWeave acquires OpenPipe; adds fine tuning for agents to enhance vertically integrated approach

September 8, 2025
Philbert Shih

CoreWeave reached a definitive agreement to acquire AI startup OpenPipe. ...

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Flexential secures $1b in equity to accelerate AI-focused data centre expansion

September 8, 2025
Ainsley Woods

Flexential raised approximately $1b in primary equity through a combination of investments. ...

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Aligned Data Centers secures financing from Blackstone

September 8, 2025
Vivian Kong

Aligned Data Centers and Blackstone Credit & Insurance upsized an existing senior credit facilit...

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Khazna Data Center secures $2.62b, 10-year facility to accelerate data centre build-out

September 8, 2025
Swapna Subramani

Khazna has closed a $2.62bn financing facility arranged with ADCB and FAB, carrying a tenor of up to...

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Khazna, Eni collaborating on hyperscale data centre in Milan, Italy

September 8, 2025
Philbert Shih

Khazna Data Centers and Italian energy company Eni recently singed an MoU to form a JV to build a hy...

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WSS: Tail end of earnings maintains patterns in place with more expansion activity driven by hyperscale and neocloud demand

September 8, 2025
Philbert Shih

We have moved through the bulk of earnings season and Alibaba Cloud was the latest hyperscale cloud...

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Digital Realty appoints new Africa MD, opens fourth Lagos data centre in Nigeria

September 5, 2025
Sacha Kavanagh

Digital Realty named Marcel Louw as its MD for Africa. ...

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