Analyst Notes

Northern Data releases results; agrees to sale of mining business, receives expression of interest and strikes GPU partnership with Core42

August 26, 2025
Sacha Kavanagh

slew of news from Northern Data as it releases a trading update for the six months ended June 30, 20...

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AirTrunk to develop new 70MW data centre in Singapore; secures $1.8b green loan

August 26, 2025
Jabez Tan

AirTrunk secured a S$2.25b (US$1.75b) green loan in Singapore to support the development of a new 70...

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Lambda said to be looking at strategic moves

August 25, 2025
Philbert Shih

Media reports indicate neocloud provider Lambda is working on strategic options that include another...

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TeraWulf to host FluidStack in data centre, takes option for 360MW in leases; strategic implications

August 25, 2025
Philbert Shih

Bitcoin miner and data centre operator TeraWulf signed a significant data centre colocation deal wit...

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Meta signs $10b cloud computing deal with Google Cloud; bridge capacity, immediate needs

August 25, 2025
Philbert Shih

Meta signed a large cloud computing deal with Google Cloud, according to multiple media outlets. ...

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PDG secures $160m green loan for Mumbai data centre expansion

August 25, 2025
Swapna Subramani

Princeton Digital Group secured US$160m in green loan financing. ...

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WSS: Recurring themes coming out of earnings season extend across sector segments; AI uptake flowing through ecosystem

August 25, 2025
Philbert Shih

Earnings season has moved quickly with most of the sector having already reported. Last week, we lo...

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2Q25 IB: Executive Summary

August 22, 2025
Philbert Shih

The recent quarter saw the sector pick up from where it left off in the 1Q25 period. The larger deba...

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2Q25 IB: Uptake in AI tools, services flowing through ecosystem, driving existing customer growth and raw infrastructure migrations

August 22, 2025
Philbert Shih

AI tools and services are one of the main reasons why existing customer growth has been on the way u...

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2Q25 IB: AI inferencing going to webscale clouds with network reach and edge scenarios; wins from hyperscalers

August 22, 2025
Philbert Shih

There has been an uptick in demand for cloud infrastructure that supports AI inferencing workloads. ...

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2Q25 IB: Neoclouds continue to drive colocation leasing activity

August 22, 2025
Philbert Shih

There was more neocloud data centre leasing activity in the recent quarter. ...

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2Q25 IB: CoreWeave acquisition of Core Scientific could be idea for hyperscalers?

August 22, 2025
Philbert Shih

CoreWeave acquired data centre operator Core Scientific in the past quarter in deal valued at $9b. ...

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