Analyst Notes

DayOne and Gaw Capital break ground on new data centre development in Tokyo

August 13, 2025
Jabez Tan

DayOne and Gaw Capital broke ground on the first phase building within Gaw Capital’s 80MW da...

Read more...

Edged Energy tops out Des Moines data centre

August 13, 2025
Vivian Kong

Edged Energy topped out its newest data centre in Ankeny, Iowa, just outside of Des Moines. ...

Read more...

Akamai reports 2Q25 results; raw cloud infrastructure growth positioned to accelerate

August 13, 2025
Philbert Shih

Akamai reported its 2Q25 results, which included granular data points about cloud infrastructure rev...

Read more...

Digital Connexion launches NVIDIA DGX-ready data centre in Chennai

August 13, 2025
Swapna Subramani

Digital Connexion has launched MAA10 in Chennai, India’s first data centre certified under NVIDIA�...

Read more...

CoreWeave reports 2Q25 results; strong demand and aggressive growth increases guidance

August 12, 2025
Philbert Shih

CoreWeave reported its 2Q25 results, with top-line revenue growth exceeding expectations and crossin...

Read more...

DigitalOcean reports 2Q25 results; raises guidance in the face of steady growth trends

August 12, 2025
Philbert Shih

DigitalOcean reported its 2Q25 results, which showed more forward progress driven by its AI-oriented...

Read more...

Macquarie Data Centres, Dell, NVIDIA partner to host sovereign AI workloads in Australia

August 12, 2025
Jabez Tan

Macquarie Data Centres partnered with Dell Technologies and NVIDIA to host sovereign AI workloads in...

Read more...

Sify reports 200MW data centre footprint across 14 sites in FY24–25

August 12, 2025
Swapna Subramani

By the end of the fiscal year March 31, 2025, Sify operated 14 data centres across India, delive...

Read more...

Macquarie Data Centres enters option agreement to acquire land in Sydney for 150MW campus

August 12, 2025
Jabez Tan

Australia’s Macquarie Technology Group, through its Macquarie Data Centres subsidiary, entered...

Read more...

Applied Digital reports 4QFY25, FY25 results; CoreWeave expands leases, cloud business looking at alternatives

August 11, 2025
Philbert Shih

Applied Digital reported its 4QFY25 and FY25 results, which ended May 31, 2025. The business continu...

Read more...

CoreWeave expands data centre capacity commitment with Applied Digital in North Dakota

August 11, 2025
Philbert Shih

Applied Digital confirmed that CoreWeave exercised a remaining lease option at its data centre campu...

Read more...

CoreWeave acquires New Jersey property for $322m

August 11, 2025
Vivian Kong

CoreWeave purchased a portion of the Northeast Science and Technology Center (NEST) campus in Kenilw...

Read more...