Analyst Notes

In the hall of the GPU king: NVIDIA GTC 2025

March 24, 2025
Daniel Golding

I just got back from my spring break, but unlike spring break for most people, I did not go to Cancu...

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FirstEnergy shares key data points on data centre demand in the US

March 24, 2025
Vivian Kong

US electric utility provider FirstEnergy shared some notable points on data centre growth in its 4Q2...

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DayOne breaks ground on data centre campus in Bangkok, Thailand

March 24, 2025
Justin Saputra

DayOne recently broke ground and began construction on its Chonburi Tech Park (CTP) data centre camp...

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SM+ breaks ground on first data centre in Jakarta

March 24, 2025
Justin Saputra

Sinar Mas Group’s SM+ data centre arm broke ground on its first data centre in Jakarta, Indonesia....

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WSS: Earnings season reveals diversity of infrastructure ecosystem as GPU clouds continue to take off

March 24, 2025
Philbert Shih

The sector continues to push forward as the NVIDIA GTC conference was held this past week, providin...

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EDF seeks expressions of interest for data centre developments in France

March 21, 2025
Sacha Kavanagh

French energy company EDF gave more details about the sites it is proposing for data centre developm...

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Spain’s Solaria discloses 600MW of data centre demand

March 21, 2025
Sacha Kavanagh

Spain-based renewable company Solaria confirmed it has secured demand for over 600MW of data centre ...

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Microsoft commits ZAR 5.4b to enhance South Africa’s AI and cloud infrastructure

March 21, 2025
Swapna Subramani

Microsoft confirmed a ZAR 5.4b (~USD $29m) investment to expand its cloud and AI infrastructure foot...

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Applied Digital reports FY2Q25 results; more growth while hyperscale build in progress, working on tenancy

March 20, 2025
Philbert Shih

Applied Digital reported its FY2Q25 results for the period ending November 30, 2024. ...

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TrueWatch SaaS tool deploys on Tencent Cloud in Indonesia, other locations

March 20, 2025
Philbert Shih

Tencent Cloud confirmed Singapore-based monitoring platform TrueWatch as a customer. ...

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euNetworks names Richard Gulson CRO

March 20, 2025
Ainsley Woods

UK-based euNetworks named Richard Gulson as chief revenue officer. ...

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Microsoft plans second campus in Zaragoza, Spain

March 20, 2025
Sacha Kavanagh

Microsoft received approval for a second campus in the Spanish city of Zaragoza. ...

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