Analyst Notes

WSS: Neocloud expansion moves to next level, taking up cloud and data centre colocation; cryptocurrency movement to sector in motion

October 6, 2025
Philbert Shih

The past week saw yet more activity around neocloud expansion. The neoclouds are aggressively buil...

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Datacenter United secures €120m financing to fund expansion

October 3, 2025
Ainsley Woods

Belgian operator Datacenter United, now backed by Cordiant Digital Infrastructure and TINC, secured ...

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CloudHQ plans new data centre campus in Querétaro, Mexico

October 3, 2025
Vivian Kong

CloudHQ confirmed plans to invest about $4.8b to construct a six-building campus in Querétaro in Me...

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Cudo Compute to deploy Nvidia GPUs at Conapto’s Stockholm data centres

October 3, 2025
Ainsley Woods

UK-based AI infrastructure firm Cudo Compute has signed an agreement to lease capacity with Conapto ...

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UAE-IX hits 1 Tbit/s peak, enables 400GE

October 3, 2025
Swapna Subramani

UAE-IX, the Dubai Internet exchange operated by DE-CIX, reached a 1 Tbit/s peak ...

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Cipher Mining signs Fluidstack for hyperscale data centre colocation

October 2, 2025
Philbert Shih

Publicly listed Cipher Mining disclosed signing a 10-year agreement with Fluidstack for data centre ...

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Crusoe brings online hyperscale data centre in Abilene, TX

October 2, 2025
Philbert Shih

Crusoe confirmed that the first phase of its data centre campus in Abilene, Texas and anchor tenant ...

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Echelon begins Milan hyperscale data centre campus

October 2, 2025
Sacha Kavanagh

Echelon Data Centres disclosed plans for a large campus in Milan, Italy on a 37-acre site. ...

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Data4 lays foundations for first Germany campus

October 2, 2025
Sacha Kavanagh

Data4 laid the foundations for its first campus in Germany on a 25ha plot it acquired in 2023. ...

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STACK Infrastructure to support Stargate initiative build in New Mexico with data centre capacity

October 2, 2025
Philbert Shih

STACK Infrastructure, backed by Blue Owl Capital, confirmed that it will be the data centre provider...

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Nscale raises $1.1b for AI infrastructure expansion in Europe, North America, Middle East; Stargate angle

October 2, 2025
Sacha Kavanagh

UK-based neocloud Nscale raised $1.1b which it claims is the largest Series B in European history. ...

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Qatar Investment Authority & Blue Owl launch $3b digital infrastructure platform

October 1, 2025
Swapna Subramani

Qatar Investment Authority (QIA) and Blue Owl Capital have agreed to create a permanent-capital digi...

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