Analyst Notes

Bridge Data Centres and utility provider TNB sign ESA for 400MW in Johor

December 11, 2024
Jabez Tan

Bridge Data Centres signed an Electricity Supply Agreement (ESA) with Tenaga Nasional Berhad (TNB). ...

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Meta expands network capacity with Lumen

December 11, 2024
Jim Davis

Lumen Technologies and Meta recently confirmed an agreement that will expand Meta’s network capaci...

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Renovus Capital Partners acquires Performive

December 11, 2024
Philbert Shih

Renovus Capital Partners took a majority stake in managed infrastructure provider and MSP Performive...

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AWS using low carbon steel in Sweden self-builds

December 11, 2024
Sacha Kavanagh

AWS revealed details of the low-carbon construction it is using in its three self-build data centres...

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Oklo obtains more commitments for nuclear-based data centre power

December 10, 2024
Philbert Shih

Oklo, a California-based nuclear fission and clean power technology company, disclosed receiving le...

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STT GDC partners with Zenlayer for expanded interconnect reach

December 10, 2024
Philbert Shih

Singapore-based STT GDC disclosed a new partnership with cloud, edge and network infrastructure prov...

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365 Data Centers closes debt re-financing

December 10, 2024
Vivian Kong

365 Data Centers partnered with investment firm Phoenix Merchant Partners to re-finance a portion of...

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Microsoft plans three self-builds west of Cologne

December 10, 2024
Sacha Kavanagh

Details have been revealed about Microsoft’s self-build plans in North Rhine-Westphalia to the...

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NTT DATA acquires land in Johor for data centre development (update)

December 10, 2024
Jabez Tan

NTT DATA acquired 68.457 acres of land from Malaysia’s Tropicana Firstwide Sdn Bhd. ...

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Core Scientific reports 3Q24 results with HPC and infrastructure data points; transition to data centre colocation ongoing

December 9, 2024
Vivian Kong

Summary: Core Scientific reported its 3Q24 results, providing key data points on its HPC business an...

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AVAIO submits planning for west Ireland data centre

December 9, 2024
Sacha Kavanagh

AVAIO Digital Partners applied for planning permission for the Killala Data Hub (aka Mayo Data Hub) ...

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CDW acquires Mission Cloud; augmenting managed public cloud capabilities

December 9, 2024
Philbert Shih

CDW acquired Mission Cloud, a provider of managed public cloud services focused on the AWS platform....

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