Analyst Notes

Google plans to invest in Arkansas, build data centre

October 13, 2025
Philbert Shih

Google confirmed plans to invest up to $4b through 2027 in Arkansas. ...

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ETIX re-finances to expand Europe regional footprint

October 13, 2025
Sacha Kavanagh

Eurazeo and Infranity-backed ETIX (formerly known as Etix Everywhere) struck a €170m re-financing ...

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WSS: AI-oriented infrastructure continues to push forward; sector health, growth underpins M&A activity

October 13, 2025
Philbert Shih

The past week saw more neocloud activity as capital raising and expansion activity continues to pus...

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Northern Data adds to senior leadership team

October 10, 2025
Sacha Kavanagh

Northern Data made changes to its leadership team. ...

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Arelion upgrading Nordics fibre for data centre, AI connectivity

October 10, 2025
Sacha Kavanagh

Sweden-based Arelion (previously Telia International Carrier) confirmed plans to expand its network ...

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DoiT expands collaboration with AWS; shares data points on uptake

October 10, 2025
Philbert Shih

Managed public cloud provider DoiT expanded its relationship with AWS around AI and shared data poin...

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Airtel Nigeria building hyperscale data centre in Lagos

October 10, 2025
Sacha Kavanagh

Local media reports Airtel Nigeria is building a 38MW data centre in Lagos, Nigeria. ...

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Thomas Bravo acquires stake in SDC Capital Partners

October 9, 2025
Philbert Shih

Thomas Bravo, a software-oriented investor, made a minority investment in SDC Capital Partners. ...

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The NBA uses AWS cloud for fan experience, coaching, team management; cloud delivers AI

October 9, 2025
Philbert Shih

The NBA made AWS its official cloud partner and will use cloud infrastructure to enable advanced sta...

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EDF UK, Tritax propose 1GW site with SMR element as part of UK AI Growth Zone

October 9, 2025
Sacha Kavanagh

EDF UK is planning to deploy SMRs at a former coal-fired power station to power data centres on the ...

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Warburg Pincus, DC Connects, Wide Creek AMC acquire site in Seoul to develop data centre

October 9, 2025
Jabez Tan

Warburg Pincus partnered with DC Connects, a South Korean data centre developer, and Wide Creek AMC,...

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DigiCo Infrastructure REIT reels in 20MW of new leasing activity in Australia; driven by Sydney

October 9, 2025
Jabez Tan

ASX-listed DigiCo Infrastructure REIT (DGT) disclosed a number of customer wins across its Australia...

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