Analyst Notes

Edged Energy and Merlin break ground in Lisbon

October 21, 2024
Ainsley Woods

Merlin Properties and Edged Energy have begun construction on a 180MW data centre campus in Lisbon, ...

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Morgan Stanley Infrastructure Partners invests in Flexential alongside GI Partners

October 21, 2024
Philbert Shih

Morgan Stanley Infrastructure Partners invested in data centre operator Flexential, partnering with ...

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GDS acquires land in Singapore for data centre development under the DC-CFA capacity allocation program

October 21, 2024
Jabez Tan

GDS acquired an asset in Singapore from CapitaLand located at 21 Jalan Buroh and aims to convert int...

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Vertiv, NVIDIA release 7MW reference architecture for the new Blackwell platform

October 21, 2024
Jabez Tan

Vertiv and NVIDIA released a reference architecture for the GB200 NVL72, a product line of NVIDIA...

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Google purchasing 500MW of nuclear energy for data centres

October 21, 2024
Philbert Shih

Google recently went on record saying it would consider nuclear energy to power its data centres and...

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Crusoe Energy, Blue Owl Capital, Primary Digital Infrastructure form JV for AI data centre in Abilene, TX; time-to-market value prop over self-build

October 21, 2024
Philbert Shih

Crusoe Energy formed a $3.4b JV with Blue Owl Capital and Primary Digital Infrastructure to support ...

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Fire at Digital Realty data centre in Singapore brought under control, but hyperscale tenant services impacted

October 21, 2024
Philbert Shih

There was recently a fire a data centre in Singapore said to be housing Alibaba Cloud, ByteDance and...

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DAMAC’s EDGNEX reveals plans for Madrid

October 21, 2024
Sacha Kavanagh

EDGNEX Data Centers, part of UAE’s DAMAC, acquired land in Madrid. ...

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WSS: GPU cloud infrastructure build-out continues to spark investment, expansion, new company and project formation

October 21, 2024
Philbert Shih

The past week saw a wide range of activity on a global basis. There was movement in the GPU cloud s...

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Switch Datacenters targets Warsaw, Poland

October 18, 2024
Sacha Kavanagh

Switch Datacenters confirmed plans to enter Warsaw, its first move outside its home market of the Ne...

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Telecom Italia makes offer for BT Italy data centres, fibre

October 18, 2024
Sacha Kavanagh

TIM (Telecom Italia) made a non-binding bid for the remaining operations of BT in Italy. ...

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Meta facing labour dispute at Dublin data centre

October 18, 2024
Sacha Kavanagh

An interesting story out of Ireland indicates hyperscalers and data centre operators may face more t...

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