Analyst Notes

Tesla completes 50k H100 GPU deployment in TX; guiding for ~$5b in AI-related CapEx in 2025

February 21, 2025
Jabez Tan

Tesla confirmed during its 4Q24 earnings call that it has completed the deployment of Cortex, an ~50...

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STACK Infrastructure plans 144MW campus in Ashburn

February 20, 2025
Vivian Kong

STACK Infrastructure disclosed plans to build a 144MW campus in Loudoun County, Virginia. ...

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Panattoni receives permits for 88MW data centre in Barcelona

February 20, 2025
Ainsley Woods

Real estate developer Panattoni has received building permits for an 88MW data centre in Barcelona, ...

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Borealis Data Center secured funds for Iceland, Finland expansion

February 20, 2025
Sacha Kavanagh

Iceland’s Borealis Data Center secured $148m in funding. ...

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Cloudflare reports 4Q24, FY24 results; steady growth as Workers compute, AI inferencing gain more traction

February 19, 2025
Philbert Shih

Cloudflare reported its 4Q24 results and showed progress on multiple fronts. Continued large custome...

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DoIT acquires PerfectScale; enhancing managed Kubernetes capabilities

February 19, 2025
Philbert Shih

DoIT, a managed public cloud provider, acquired Raleigh, NC-based startup PerfectScale, an automatio...

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ByteDance to build out data centre infrastructure in Bangkok, Thailand

February 19, 2025
Philbert Shih

The Thai Board of Investment confirmed that it has approved ByteDance’s plans to build out dat...

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Vantage Data Centers partners with VoltaGrid for 1GW+ of power

February 19, 2025
Ainsley Woods

Vantage Data Centers and energy management and microgrid power generation firm VoltaGrid partnered w...

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Telehouse opens liquid cooling lab in London

February 19, 2025
Sacha Kavanagh

Telehouse launched a liquid cooling lab at its Telehouse South data centre in London’s Docklands. ...

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Topping out ceremony for Green Mountain’s new Frankfurt campus in Mainz

February 19, 2025
Sacha Kavanagh

Norway’s Green Mountain and its JV partner, energy company KMW, held a topping out ceremony for th...

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AirTrunk to develop 270MW data centre campus in Johor; it’s second in Malaysia

February 18, 2025
Jabez Tan

AirTrunk confirmed plans to develop its second 270MW data centre campus (JHB2) in Johor, Malaysia lo...

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CoreWeave brings cloud service built on Grace Blackwell superchip into GA

February 18, 2025
Philbert Shih

CoreWeave disclosed being the first provider to bring into GA a cloud infrastructure service using t...

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