Analyst Notes

H.I.G. acquires controlling interest in new European platform PolarDC

October 11, 2024
Sacha Kavanagh

H.I.G Capital acquired a controlling interest in PolarDC Group, a newly-launched data centre develop...

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Smarsh extends contract with AWS to take advantage of AI

October 10, 2024
Philbert Shih

Smarsh signed a new five-year agreement that will see it deploy more generative AI services and tool...

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Colocation providers de-emphasizing enterprise wholesale colocation in face of edge-hyperscale demand

October 10, 2024
Philbert Shih

One of the more interesting strategic shifts we have seen of late comes from colocation providers pi...

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Blackstone to build £10m AI campus in northern England

October 10, 2024
Sacha Kavanagh

QTS-backer Blackstone confirmed it will invest £10b to build an AI campus on land it acquired in Ne...

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Google plans to invest $1b to expand in Thailand

October 10, 2024
Justin Saputra

Google plans to invest THB 36b (~USD $1b) to build cloud and data centre infrastructure in Thailand....

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Empyrion Digital hires new CCO

October 10, 2024
Philbert Shih

Singapore-based Empyrion Digital brought in Amandine Wang as its new chief commercial officer. ...

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Google breaks ground on first data centre in Malaysia; $2b investment

October 10, 2024
Justin Saputra

Google broke ground on its inaugural data centre and cloud infrastructure region in Malaysia at Elmi...

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Advanced Nuclear Advisors earns GAIN voucher; aiming to serve data centres

October 9, 2024
Philbert Shih

The Gateway for Accelerated Innovation (GAIN) in Nuclear confirmed that four companies would receive...

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Google reported to be looking at nuclear as a source of data centre energy

October 9, 2024
Philbert Shih

Google executives have gone on record of late and confirmed they are collaborating with public utili...

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Cisco reported to be investing in CoreWeave at $23b valuation; ecosystem, value chain participation is the driver

October 9, 2024
Philbert Shih

Media outlets are reporting that Cisco will make an investment in GPU cloud provider CoreWeave. ...

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AWS data centre team looking to hire nuclear power engineer

October 9, 2024
Philbert Shih

AWS posted a new job listing for a nuclear engineer to work on the data centre team. ...

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ODATA strikes new wind power agreement in Brazil

October 9, 2024
Sacha Kavanagh

Brazil-based ODATA, an Aligned Data Centers company, struck a new agreement with Serena Energia to i...

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