Analyst Notes

Akamai targets AI inferencing with new cloud infrastructure service

April 15, 2025
Philbert Shih

Akamai released Akamai Cloud Inference, a cloud infrastructure service tailored for the inferencing ...

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CoreSite acquires 910 15th Street carrier hotel in Denver

April 15, 2025
Philbert Shih

CoreSite, part of American Tower, acquired the Denver Gas and Electric Building, located at 910 15th...

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Spanish construction firm ACS plans 150MW campus in Zaragoza, Spain

April 15, 2025
Ainsley Woods

Media reports surfaced indicating that Spanish construction firm ACS and energy firm Benbros have pa...

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Colt DCS to develop four new sites in Germany totalling 117MW

April 15, 2025
Ainsley Woods

Colt DCS plans to develop four new facilities in Germany, two in Frankfurt and two in Berlin, repres...

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TikTok now has three live data centres in Norway

April 15, 2025
Sacha Kavanagh

TikTok dicslosed an update to Project Clover, a €12b initiative to protect the data of its 175m Eu...

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US government trade policy built on tariffs inevitably a bad thing for data centre, cloud infrastructure sector; just how bad is the question

April 14, 2025
Philbert Shih

One of the questions frequently being asked these days, and is now impossible to avoid, is pretty st...

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Microsoft pausing development of land banks in Columbus, Ohio

April 14, 2025
Philbert Shih

Microsoft is reported to be pausing a data centre project in Licking County, which is outside Columb...

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Google confirms CapEx commitments for infrastructure; rolls out Cloud WAN

April 14, 2025
Philbert Shih

Google CEO Sundar Pichai reiterated that Google would spend $75b in total CapEx this year – pr...

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CyrusOne breaks ground on Forth Worth, TX data centre campus

April 14, 2025
Vivian Kong

CyrusOne broke ground on its first data centre campus in Fort Worth, Texas. ...

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Microsoft addresses recent pullback on data centre infrastructure projects

April 14, 2025
Philbert Shih

There continues to be discussion about Microsoft’s recent pullback on certain data centre infr...

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Borealis Data Center signs up AI infrastructure provider Fluidstack; strikes financing deal with Macquarie

April 14, 2025
Sacha Kavanagh

UK-based AI cloud platform Fluidstack announced plans to deploy Exascale clusters with Borealis Data...

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Iron Mountain acquires JV partner Web Werks in full buyout

April 14, 2025
Swapna Subramani

Iron Mountain confirmed acquiring full ownership of Web Werks, an India-based data centre provider, ...

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