Analyst Notes

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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AEP reports 4Q24 earnings; discloses data points on growth and demand

February 18, 2025
Vivian Kong

American Electric Power (AEP) reported its 4Q24 earnings, which included data points on how data cen...

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Siam AI to invest $100m in AI infrastructure

February 18, 2025
Philbert Shih

The Thai Board of Investment approved an ~$100m investment by Siam AI Corporation to build out infra...

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Evolution Data Centres breaks ground in Bangkok

February 18, 2025
Philbert Shih

Evolution Data Centres broke ground and began construction on its data centre in Bangkok, Thailand. ...

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Equinix reports 4Q24 results; notable leasing for HPC, AI deployments along with xScale strength

February 17, 2025
Jabez Tan

Equinix reported its 4Q24 results, which reflected a greater emphasis on its xScale hyperscale data ...

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Dominion Energy reports 4Q24 earnings; NoVA data centre demand accelerating

February 17, 2025
Ainsley Woods

Virginia power utility provider Dominion Energy reported its 4Q24 earnings results, showing accelera...

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Yondr begins third London data centre

February 17, 2025
Sacha Kavanagh

Yondr broke ground on the third (and final) data centre at its London campus in Slough. ...

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