Analyst Notes

Telekom Malaysia expanding capacity at Cyberjaya and Johor data centres

November 19, 2024
Jabez Tan

Telekom Malaysia confirmed plans to expand two of its data centres by 2025, supporting a combined 20...

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COPT Defense acquires 365-acre parcel outside Des Moines, Iowa

November 19, 2024
Vivian Kong

COPT Defense Properties acquired a 365-acre land parcel in Van Meter, near Des Moines, Iowa for $32m...

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Spain’s Nabiax changes hands, acquired by Aermont

November 18, 2024
Sacha Kavanagh

European Asset Manager Aermont agreed to acquire Spanish data centre operator Nabiax. ...

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GDS International to invest $1b and build data centre campus in Thailand

November 18, 2024
Philbert Shih

Singapore-based GDS International confirmed plans to invest USD $1b and build a hyperscale data cent...

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Prime Data Centers brings online new Los Angeles facility; fully leased to hyperscale, AI customers

November 18, 2024
Jabez Tan

Prime Data Centers brought online its new data centre, LAX01-01, in the Los Angeles market located a...

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atNorth expanding capacity in Iceland

November 18, 2024
Sacha Kavanagh

Nordics-focused atNorth confirmed plans to expand two of its data centres in Iceland. ...

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WSS: Earnings reports from cloud and energy companies reveal more data points and demand signals

November 18, 2024
Philbert Shih

Earnings season for the sector continues to evolve and we are tracking a more diverse range of comp...

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Aruba discusses launch of first Rome data centre

November 15, 2024
Sacha Kavanagh

We spoke with management at Aruba, which has officially launched the first facility at its Hyper Clo...

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EXA Infrastructure extends to Finland, launches managed fibre service

November 15, 2024
Sacha Kavanagh

EXA Infrastructure provided a number of updates as it continues to build out its European and Transa...

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Xcel Energy reports 3Q24 results; pipeline from data centres building

November 15, 2024
Philbert Shih

Xcel Energy reported its 3Q24 results, which included various data points about its developing data ...

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CoreWeave data points about growth and infrastructure trajectory; considering IPO

November 14, 2024
Philbert Shih

Media reports from various outlets reveal data points about CoreWeave’s customer base and its ...

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Crusoe Energy closing in on more funding

November 14, 2024
Philbert Shih

Media reports indicate Founders Fund, an existing investor in Crusoe Energy, is set to invest an add...

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