Analyst Notes

Microsoft derails from sustainability goals due to AI investments

June 4, 2024
Vivian Kong

Microsoft published its latest ESG report, which revealed that the company’s carbon emissions were...

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AWS to double investment in Singapore; strategic implications

June 4, 2024
Jabez Tan

AWS confirmed plans to invest an additional S$12b (US$9b) into its existing cloud infrastructure in ...

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Meta to build data centre in Iowa

June 4, 2024
Vivian Kong

Meta, behind the shell company Vemerald LLC, plans to build a data centre campus in Davenport, Iowa....

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Digital Realty signs renewable PPAs in France, Spain

June 4, 2024
Sacha Kavanagh

Digital Realty signed five PPAs for a combined 347GWh of renewable energy to serve its operations in...

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Gaw Capital acquires third data centre site in west Tokyo

June 4, 2024
Jabez Tan

Gaw Capital Partners acquired a third property for its greater Tokyo data centre campus (through a f...

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Singapore government to release another 300MW of data centre capacity; industry implications, demand impact

June 3, 2024
Jabez Tan

Summary: The Singapore government, through its Infocomm Media Development Authority (IMDA) arm, unv...

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Nabiax reported to be up for sale as it secures contracts for Madrid capacity

June 3, 2024
Sacha Kavanagh

Media reports Telefonica and Asterion Industrial Partners will launch a sale process of Spanish data...

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Bulk expanding Oslo data centre

June 3, 2024
Sacha Kavanagh

Bulk Infrastructure confirmed plans to expand the capacity of its Oslo Internet Exchange (OS-IX) dat...

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AWS making significant investment in Spain

June 3, 2024
Sacha Kavanagh

AWS pledged to invest €15.7b in Spain, a considerable uplift from its original (2021) plan to inve...

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Vantage Data Centers secures €750m to support EMEA expansion

June 3, 2024
Vivian Kong

Vantage Data Centers recently raised €750m from various entities to support its EMEA expansion. ...

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M&A, data points, GPUs, land acquisitions, colocation, self-build, expansions

June 3, 2024
Philbert Shih

A busy week saw some developments in M&A, more data points from CoreWeave, land acquisitions ai...

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MI: US Midwest seeing more hyperscale data centre activity; pushing beyond Columbus, Ohio

May 31, 2024
Philbert Shih

The US Midwest continues to see development activity as the region has become a primary hub for hype...

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