Analyst Notes

GDS reports 4Q24 results; signs 152MW lease in China

April 3, 2025
Jabez Tan

GDS reported its 4Q24 results, which showed strength in leasing from the China market as well as a r...

Read more...

STACK Infrastructure secures $4b in green financing

April 2, 2025
Vivian Kong

STACK Infrastructure secured $4b in green financing for three North American campuses. ...

Read more...

Azora launches Tillion to target hyperscale developments in Spain; Zaragoza first up

April 2, 2025
Sacha Kavanagh

Spain-based Azora announced plans to invest €2b in Zaragoza through its new business Tillion Data ...

Read more...

Google’s $32b acquisition of Wiz to enhance cloud infrastructure security

April 2, 2025
Swapna Subramani

Google confirmed a definitive agreement to acquire cloud security firm Wiz for $32b. ...

Read more...

Alibaba CEO confirms hiring to come while raising concerns about global AI overbuild

April 2, 2025
Philbert Shih

Alibaba chairman Joe Tsai made some interesting comments with implications for the hyperscale and in...

Read more...

Colt DCS brings online Inzai 4 data centre in Tokyo, Japan; fully pre-leased to hyperscale customer

April 2, 2025
Jabez Tan

Colt DCS brought online its new hyperscale data centre, Inzai 4, in Tokyo, Japan. ...

Read more...

Tencent Cloud shares cloud, CapEx data points on 4Q24 earnings call

April 2, 2025
Philbert Shih

Tencent Cloud is also seeing improvements in its growth trajectory, driven by demand for AI services...

Read more...

Crusoe to start second phase construction of campus in Abilene, Texas; positive indicators, implications for Microsoft infrastructure decisions

April 1, 2025
Philbert Shih

AI infrastructure provider Crusoe confirmed starting the second phase construction of its data centr...

Read more...

Crusoe closes credit facility for hardware procurement supporting cloud infrastructure arm

April 1, 2025
Philbert Shih

Upper90 Capital Management confirmed a $255m credit facility for AI infrastructure provider Crusoe. ...

Read more...

firstcolo plans third, larger data centre in Frankfurt

April 1, 2025
Sacha Kavanagh

German data centre operator and MSP firstcolo confirmed plans for a third data centre in Frankfurt. ...

Read more...

Oracle planning $5b UK investment for cloud

April 1, 2025
Sacha Kavanagh

Oracle confirmed plans to invest $5b over five years in the UK to expand its Oracle Cloud Infrastruc...

Read more...

ODATA opens fourth Sao Paulo data centre in Brazil

April 1, 2025
Sacha Kavanagh

ODATA, an Aligned Data Centers company, confirmed that it will open its SP04 facility in Osasco, Sã...

Read more...