Analyst Notes

The Ocean Cleanup taps AWS for AI, cloud services

August 27, 2025
Sacha Kavanagh

Non-profit organisation The Ocean Cleanup will use AWS’s AI, ML and cloud services to enable and a...

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AVAIO Digital receives power for Madrid data centre

August 27, 2025
Sacha Kavanagh

AVAIO Digital confirmed it has received a power allocation for its Algete Data Hub campus in Madrid....

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Deutsche Telekom, NVIDIA, Brookfield plot AI gigafactory in Germany

August 27, 2025
Sacha Kavanagh

Deutsche Telekom management disclosed on its recent earnings call that it is partnering with NVIDIA ...

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Yondr Group secures 163 acres in Texas for data centre development

August 26, 2025
Vivian Kong

Yondr Group acquired a 163-acre site in Lancaster, Texas for data centre development. ...

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Reports provide colour for Groq revenue, growth trajectory; data centre constraints having impact

August 26, 2025
Philbert Shih

Media reports shared some interesting data points about AI cloud and chip startup Groq. ...

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Akamai partners with Aptum for managed services and consulting on cloud

August 26, 2025
Philbert Shih

Akamai disclosed a partnership with Canadian MSP, consulting and managed infrastructure provider Apt...

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AWS inks 80MW wind PPA with Gentari in Tamil Nadu

August 26, 2025
Swapna Subramani

AWS entered a long-term PPA with Gentari for an 80 MW wind energy project in Tamil Nadu’s Karur ...

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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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