Analyst Notes

TikTok shuttering to have impact on public cloud, colocation growth trajectories

January 20, 2025
Philbert Shih

With TikTok about to go dark in the US, Oracle Cloud (in advance of Sunday evening January 19, 2025,...

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Digital Realty discloses pricing of €850m in guaranteed notes

January 20, 2025
Ainsley Woods

Digital Realty disclosed the pricing of €850m in 3.875% guaranteed notes due in 2035 through its f...

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ESR enters JV with CloudHQ for central Osaka data centre campus

January 20, 2025
Jabez Tan

ESR and CloudHQ entered into a joint venture on ESR’s USD $2b Cosmosquare Data Centre campus in Na...

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CoreWeave opens two UK data centres with Digital Realty and Global Switch; hires CIO

January 20, 2025
Philbert Shih

CoreWeave confirmed that its two planned UK-based data centres are now operational. ...

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EdgeConneX to enter Japan market with initial 140MW build in the Osaka market

January 20, 2025
Jabez Tan

EdgeConneX confirmed plans to enter the Japan market by commencing a land lease permitted for a data...

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NetActuate upgrades Dubai data centre

January 17, 2025
Sacha Kavanagh

NetActuate, based in Raleigh, NC, completed upgrades to its Dubai data centre to enhance capacity. ...

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iGenius to build Italy supercomputer with NVIDIA Grace Blackwell chips

January 17, 2025
Sacha Kavanagh

Italian AI company iGenius will deploy NVIDIA DGX GB200 Grace Blackwell Superchips to create the iGe...

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Portuguese power company considers data centre opportunities in Iberia

January 17, 2025
Sacha Kavanagh

Portugal-based power company EDP noted on its recent earnings call that it was exploring using some ...

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Applied Digital energizes substation at Ellendale, ND data centre

January 16, 2025
Philbert Shih

Applied Digital confirmed that the primary on-site substation transformer for the HPC data centre it...

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AWS launches cloud infrastructure region in Thailand

January 16, 2025
Philbert Shih

AWS launched its cloud infrastructure region in Bangkok, Thailand and reiterated its plans – c...

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Thailand’s SIAM.AI Cloud expanding NVIDIA-based GPU cloud portfolio

January 16, 2025
Philbert Shih

Thailand’s SIAM.AI Cloud confirmed plans to expand its GPU cloud infrastructure services to in...

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Germany’s Schwarz Group to build remote campus, partners with Google to offer sovereign cloud services

January 16, 2025
Sacha Kavanagh

We don’t usually comment on enterprise data centre news but the scale of this project – 200MW �...

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