Analyst Notes

MI: Pre-development, master-planned data centre segment maturing and evolving further

April 30, 2025
Philbert Shih

The continues to be movement in the data centre colocation landscape as the pre-development and powe...

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MI: Hyperscale overflow to GPU providers building

April 30, 2025
Philbert Shih

There appears to be more overflow capacity from hyperscalers looking to jump on the CoreWeave platfo...

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MI: NVIDIA inching towards more direct service delivery, which means data centre procurement

April 30, 2025
Philbert Shih

There continue to be subtle signs that NVIDIA is moving closer to direct service delivery and status...

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MI: The ghost versus the fake data centre reflects shift in the sector from pre-leasing to anticipation

April 30, 2025
Philbert Shih

We have recently put forward the idea of a ghost data centre, which is tangibly different from a fak...

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MI: Inferencing workloads starting to drive demand; sector responding

April 30, 2025
Philbert Shih

The sector continues to place more focus on AI inferencing as this type of workload looks set to see...

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Digital Realty deploys three new Microsoft Azure on-ramps

April 29, 2025
Ainsley Woods

Digital Realty has added new Microsoft Azure ExpressRoute on-ramps in Atlanta, Brussels, and Vienna....

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Khazna to build AI-optimised data centres across UAE under G42

April 29, 2025
Swapna Subramani

Khazna Data Centres, now majority-owned by G42, confirmed plans to expand its footprint with three n...

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iomart Group releases FY25 trading update; acquisition-led revenue growth but lower margins, profitability

April 29, 2025
Sacha Kavanagh

The UK’s iomart Group released a pre-close trading update for the year ended March 31, 2025 (FY25)...

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Vantage loses appeal for third Dublin data centre

April 29, 2025
Sacha Kavanagh

Vantage Data Centers lost an appeal to build a third data centre at its campus in Dublin, Ireland. ...

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Royal Philips moves out of on-premise estate to AWS cloud

April 29, 2025
Philbert Shih

Health technology provider Royal Philips selected AWS as its preferred cloud provider. ...

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du, Microsoft to build hyperscale data centre in Dubai, UAE

April 29, 2025
Swapna Subramani

Microsoft and du signed a hyperscale data centre agreement during Dubai AI Week 2025. ...

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Soluna acquires land for 166MW data centre in Texas

April 29, 2025
Vivian Kong

Soluna, a cryptocurrency infrastructure and HPC data centre provider, acquired two land parcels to b...

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