Analyst Notes

NVIDIA to become Lambda cloud customer; data points on Lambda performance

September 15, 2025
Philbert Shih

Media outlets are reporting that NVIDIA has become a significant customer of neocloud provider Lambd...

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OpenAI signs large cloud infrastructure deal with Oracle Cloud; how much will materialize?

September 15, 2025
Philbert Shih

OpenAI is reported to have signed a $300b cloud infrastructure agreement with Oracle Cloud. The repo...

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Finnish neocloud DataCrunch raises €55m

September 15, 2025
Sacha Kavanagh

Finland-based neocloud DataCrunch (a new one to us) raised €55m in a combination of debt and equit...

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CoreWeave launches venture arm; innovation, M&A and future business

September 15, 2025
Sacha Kavanagh

CoreWeave launched CoreWeave Ventures to invest in early-stage companies developing AI technologies....

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Vantage opens second London campus

September 15, 2025
Sacha Kavanagh

Vantage Data Centers will open its second London campus at the end of September. ...

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nLighten strikes agreement for waste heat reuse in Frankfurt

September 15, 2025
Sacha Kavanagh

nLighten signed a heat recovery agreement with the city of Eschborn for its FRA1 data centre in Fran...

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Lambda said to be eyeing public markets; reports on KPIs

September 15, 2025
Philbert Shih

Neocloud provider Lambda is putting things in motion to go public next year, media outlets are repor...

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WSS: More hyperscale growth acceleration, backlogs signal upward trajectory as technology and energy acquisition strategies remain in motion

September 15, 2025
Philbert Shih

We have worked our way through a long earnings season and overall, the sector executed well. The pe...

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Portus Data Centers brings in new group CEO

September 12, 2025
Sacha Kavanagh

Portus Data Centers named Falk Weinreich as group CEO. ...

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Elea, Oracle, and city of Rio de Janeiro sign MoU to accelerate Rio AI City

September 12, 2025
Vivian Kong

Summary: Elea Data Centers signed a MoU with the City of Rio de Janeiro and Oracle to accelerate Ele...

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Humain kicks off two 100MW AI campuses in Saudi Arabia

September 12, 2025
Swapna Subramani

Saudi Arabia’s Public Investment Fund–backed AI company Humain has begun construction of two dat...

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Oklo, Vertiv partner for data centre power and cooling solutions

September 11, 2025
Vivian Kong

Nuclear power company Oklo and data centre technology supplier Vertiv established a partnership to d...

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