Analyst Notes

DigitalOcean partnering with AMD for GPUs; rolls out AMD-based cloud service for AI

June 18, 2025
Philbert Shih

DigitalOcean confirmed it would expand its partnership with AMD to bring GPUs to its cloud infrastru...

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Ares closes new $2.4b fund to develop three campuses in Tokyo with Ada Infrastructure

June 18, 2025
Jabez Tan

Ares Management closed its Japan DC Partners I LP fund (JDC), marking Ares’s first investment vehi...

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Crusoe to lease 12MW from Polar in Norway

June 18, 2025
Ainsley Woods

Crusoe confirmed plans to expand into mainland Europe through a new partnership with Polar DC in Nor...

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DayOne Data Centres secures funding for data centre development in Johor, Malaysia

June 18, 2025
Philbert Shih

Media outlets and financial institutions confirmed DayOne Data Centres closed on ~$3.6b in financing...

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Iron Mountain to expand Amsterdam campus

June 18, 2025
Ainsley Woods

Iron Mountain is expanding its campus in Haarlem, just west of Amsterdam with plans to add an additi...

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Google acquires 85 acres in New Albany, Ohio

June 17, 2025
Vivian Kong

Google purchased 85 acres in New Albany, Ohio for $63m to potentially expand its data centre footpri...

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Crusoe secures $750m credit facility from Brookfield Asset Management

June 17, 2025
Philbert Shih

Crusoe secured a $750m credit facility from Brookfield Asset Management. ...

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Rackspace partners with Rubrik for data protection and recovery service on public clouds

June 17, 2025
Philbert Shih

Rackspace partnered with Rubrik and rolled out a new data protection and recovery service for manage...

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NVIDIA adds marketplace capabilities to DGX Cloud through Lepton acquisition; building out service provider channel further

June 17, 2025
Philbert Shih

NVIDIA added a compute marketplace capability to the NVIDIA DGX Cloud service, which is now called N...

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Aligned Data Centers breaks ground in Frederick, MD

June 17, 2025
Philbert Shih

Media reports indicate Aligned Data Centers is moving forward to expand its data centre campus build...

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NEXTDC signs 16MW of new leases; secures first hyperscale customer lease in Kuala Lumpur

June 17, 2025
Jabez Tan

NEXTDC disclosed 16MW of new data centre leasing activity between May 6 and May 31, 2025. ...

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Cologix houses Lambda on-demand GPU cloud offering in Columbus, OH data centre

June 16, 2025
Philbert Shih

Cologix and Lambda partnered to stand up AI infrastructure built on NVIDIA GPUs and Supermicro hardw...

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