Analyst Notes

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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WSS: Early returns from earnings season confirm hyperscale growth trajectory and patterns, while opening door to market inefficiencies

February 17, 2025
Philbert Shih

It was a busy week as we push into the the heart of earnings season and navigate public holidays in...

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Redcentric CFO to depart

February 14, 2025
Sacha Kavanagh

Redcentric’s CFO and executive director David Senior announced that he will step down. ...

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