Analyst Notes
Dominion Energy reports 3Q25 results; 47GW of data centre capacity contracted
Dominion Energy reported its 3Q25 earnings, with some data points on data centre demand. ...
Read more...Samsung, SK and OpenAI collaborating on data centre development in South Korea
OpenAI signed a number of MoUs to explore hyperscale data centre development in South Korea. ...
Read more...Anthropic commits to $30b of Microsoft Azure cloud services; NVIDIA, Microsoft invest in Anthropic
Read more...What if the data centres are real, but the delivery dates are fake?
CoreWeave has taken a drubbing in the market for cutting its annual revenue forecasts – not fo...
Read more...Digital Realty opens 27MW data centre in Amsterdam
Digital Realty opened its AMS11 facility in Amsterdam. ...
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