Analyst Notes

Ark Data Centres plots 200MW London campus

November 24, 2025
Sacha Kavanagh

Ark Data Centres launched a public consultation for a project in Watford, within the north London da...

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WSS: More growth acceleration from earnings season as neocloud performs well; M&A driving more entries into compute space and self-building expanding

November 24, 2025
Philbert Shih

Another busy week saw more reports from earnings season that point to steady and even accelerating ...

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du and NextGenAI deploy 13MW Nvidia B300 AI supercluster in Dubai

November 21, 2025
Swapna Subramani

UAE operator du partnered with GPU-oriented cloud and managed infrastructure provider NextGenAI ...

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Meeza lands 6MW hyperscale deal; unveils sovereign AI stack

November 21, 2025
Swapna Subramani

Meeza signed a lease agreement of over QAR 750m (~US$206m) to deliver 6MW of capacity in a first pha...

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nLighten discusses grid stabilisation progress at Frankfurt data centre

November 21, 2025
Sacha Kavanagh

We recently toured nLighten’s FRA1 data centre in Frankfurt, and sat down with management to get i...

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Rackspace launches Rackspace AI Launchpad for AI evaluations

November 21, 2025
Philbert Shih

Rackspace launched a new managed service called Rackspace AI Launchpad. ...

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CoreWeave increases credit facility to support growth initiatives

November 20, 2025
Philbert Shih

CoreWeave disclosed an increase to its revolving credit facility, bumping it up from $1.5b to $2.5b....

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American Tower reports 3Q25 results; increased investments into data centre segment

November 20, 2025
Vivian Kong

Summary: American Tower reported its 3Q25 results, which included data points and KPIs around the Co...

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Data4 contracts renewable energy for Spain data centres

November 20, 2025
Sacha Kavanagh

Data4 signed a 10 year contract with TotalEnergies to power its Spain data centres with renewable en...

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Google to expand self-build capacity in Frankfurt

November 20, 2025
Sacha Kavanagh

Google plans to invest €5.5b to expand data centre capacity in Frankfurt between 2006 and 2029. ...

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SAMCA secures approval for €2.6b data centre campus in Zaragoza, Spain

November 19, 2025
Ainsley Woods

Spanish industrial group SAMCA received Project of General Interest of Aragon (PIGA) approval for it...

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Colt DCS to expand London capacity in key Hayes AZ

November 19, 2025
Sacha Kavanagh

Colt DCS received approval from the local council to expand its Hayes Digital Park campus in west Lo...

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