Analyst Notes

Eaton acquires modular power enclosure producer Fibrebond

March 26, 2025
Philbert Shih

Power management equipment vendor Eaton confirmed it will acquire Fibrebond, a builder and designer ...

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Infrastructure takeaways from NVIDIA GTC 2025

March 26, 2025
Philbert Shih

The recent NVIDIA GTC conference included some interesting data points and insights on data centres ...

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AWS, GE Vernova partner on energy equipment, using cloud infrastructure

March 26, 2025
Philbert Shih

AWS and energy equipment manufacturer GE Vernova shared details about a new strategic partnership. ...

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Microsoft pauses Mount Pleasant, Wisconsin construction for a second time

March 26, 2025
Vivian Kong

Microsoft’s data centre development in Mount Pleasant, Wisconsin has been paused for a second time...

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Bridge Data Centres secures $2.8b in financing for development

March 26, 2025
Philbert Shih

Bridge Data Centres, backed by Bain Capital, closed on $2.8b in secured financing to support its dat...

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Hyve increases capacity with Equinix in Frankfurt

March 26, 2025
Sacha Kavanagh

UK-based MSP Hyve Managed Hosting is increasing its capacity in Frankfurt with a new deployment with...

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Data4 explores SMRs for Europe data centres

March 26, 2025
Sacha Kavanagh

Data4 signed an MoU to explore using Westinghouse’s AP300 small modular reactor (SMR) in one its f...

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Data4 signs solar power PPA in Italy

March 26, 2025
Sacha Kavanagh

Data4 signed a 10 year PPA with Edison Energia for a 148MWp (MW-peak) solar park in central Italy. ...

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Vantage Data Centers building in Johannesburg with Attacq

March 26, 2025
Sacha Kavanagh

South African real estate developer Attacq released its financial results for the six months ending ...

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Duke Energy shares data points on data centre demand in 4Q24 earnings

March 25, 2025
Vivian Kong

Duke Energy shared some insights on data centre demand in its 4Q24 earnings report. ...

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IXAfrica officially opens first Nairobi data centre; three more planned

March 25, 2025
Sacha Kavanagh

IXAfrica Data Centres officially launched its 4.5MW NBOX1 data centre in the Kenyan capital, Nairobi...

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Digital Realty forms JV with BDDC to develop and operate data centres in Jakarta, Indonesia

March 25, 2025
Justin Saputra

Bersama Digital Data Centres (BDDC) and Digital Realty established a 50-5+0 joint venture to develop...

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