Analyst Notes

US clears Microsoft to ship advanced NVIDIA AI chips to UAE

November 10, 2025
Swapna Subramani

The US government has approved Microsoft to ship Nvidia’s latest AI chips for deployment in the Un...

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Akamai releases Akamai Inference Cloud; taking delivery to cloud for AI

November 10, 2025
Philbert Shih

Akamai launched Akamai Inference Cloud and shared some quick data points about early interest in the...

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WSS: Earnings season shows flow through from hyperscale and AI growth as expansion activity shows no signs of slowing down

November 10, 2025
Philbert Shih

The sector had a busy week as earnings season is now in full swing. Last week, we took a look at th...

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QTS partners with Lumen for network capacity to serve hyperscale, AI requirements

November 7, 2025
Philbert Shih

QTS Data Centers and Lumen confirmed a partnership to build out next-generation network capacity to ...

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OpenAI partners with AMD for GPUs; accelerating compute build-out

November 7, 2025
Philbert Shih

OpenAI and AMD confirmed a new strategic partnership that will aim to deploy 6GW of GPUs built by AM...

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Google to invest $9b into South Carolina and expand data centre footprint

November 7, 2025
Vivian Kong

Google confirmed that it will invest $9b in South Carolina through 2027. ...

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Vertiv acquires PurgeRite for thermal and liquid management capabilities

November 7, 2025
Philbert Shih

Vertiv acquired PurgeRite from Milton Street Capital for $1b in cash. ...

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Cloudflare integrates networking, security and performance capabilities with Oracle Cloud

November 6, 2025
Philbert Shih

Cloudflare integrated its connectivity, networking, security and performance optimization capabiliti...

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Brookfield invests $5b in Bloom Energy; deploying fuel cell technology to get behind grid

November 6, 2025
Philbert Shih

Brookfield made a $5b investment in Bloom Energy as part of its wider AI infrastructure strategy. ...

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TeraWulf, Fluidstack form JV to build data centre campus in Abernathy, Texas; expanding footprint

November 6, 2025
Philbert Shih

Bitcoin miner and data centre operator TeraWulf formed a JV with its tenant neocloud provider Fluids...

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Anthropic reported to have raised revenue projections

November 5, 2025
Philbert Shih

Media reports indicate AI company Anthropic has raised its revenue projections as growth continues t...

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AirTrunk & HUMAIN partner on $3b data centre expansion in Saudi Arabia

November 5, 2025
Swapna Subramani

AirTrunk confirmed a new partnership with HUMAIN to develop AI and hyperscale data centre infrastruc...

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