Analyst Notes

QTS partners with Lumen for network capacity to serve hyperscale, AI requirements

November 7, 2025
Philbert Shih

QTS Data Centers and Lumen confirmed a partnership to build out next-generation network capacity to ...

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OpenAI partners with AMD for GPUs; accelerating compute build-out

November 7, 2025
Philbert Shih

OpenAI and AMD confirmed a new strategic partnership that will aim to deploy 6GW of GPUs built by AM...

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Google to invest $9b into South Carolina and expand data centre footprint

November 7, 2025
Vivian Kong

Google confirmed that it will invest $9b in South Carolina through 2027. ...

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Vertiv acquires PurgeRite for thermal and liquid management capabilities

November 7, 2025
Philbert Shih

Vertiv acquired PurgeRite from Milton Street Capital for $1b in cash. ...

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Cloudflare integrates networking, security and performance capabilities with Oracle Cloud

November 6, 2025
Philbert Shih

Cloudflare integrated its connectivity, networking, security and performance optimization capabiliti...

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Brookfield invests $5b in Bloom Energy; deploying fuel cell technology to get behind grid

November 6, 2025
Philbert Shih

Brookfield made a $5b investment in Bloom Energy as part of its wider AI infrastructure strategy. ...

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TeraWulf, Fluidstack form JV to build data centre campus in Abernathy, Texas; expanding footprint

November 6, 2025
Philbert Shih

Bitcoin miner and data centre operator TeraWulf formed a JV with its tenant neocloud provider Fluids...

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Anthropic reported to have raised revenue projections

November 5, 2025
Philbert Shih

Media reports indicate AI company Anthropic has raised its revenue projections as growth continues t...

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AirTrunk & HUMAIN partner on $3b data centre expansion in Saudi Arabia

November 5, 2025
Swapna Subramani

AirTrunk confirmed a new partnership with HUMAIN to develop AI and hyperscale data centre infrastruc...

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Equinix reports 3Q25 results; 900MW of expansion pipeline in the works to double footprint

November 5, 2025
Jabez Tan

Equinix reported its 3Q25 results, which reflected demand coming from both latency-sensitive AI and ...

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IREN secures $9.7b contract with Microsoft

November 5, 2025
Vivian Kong

IREN confirmed it has signed a new multi-year cloud GPU contract with Microsoft. ...

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Related Digital to build for Stargate initiative’s Oracle Cloud and OpenAI in Michigan

November 5, 2025
Philbert Shih

Related Digital confirmed plans to build a hyperscale data centre campus for the Stargate initiative...

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