Analyst Notes

Penta Infra acquires land in Copenhagen

September 11, 2024
Sacha Kavanagh

Penta Infra acquired land in Copenhagen, Denmark for a 20MW greenfield data centre. ...

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Scala strikes deal for Brazil wind power

September 11, 2024
Sacha Kavanagh

Scala Data Centers struck what is claimed to be the largest renewable energy supply agreement in Lat...

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Details emerge about QTS campus in northern England

September 11, 2024
Sacha Kavanagh

QTS submitted a scoping report for a campus on land acquired by its owner Blackstone near Newcastle ...

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Applied Digital raises $160m from investors, NVIDIA

September 10, 2024
Philbert Shih

Nasdaq-listed Applied Digital raised $160m in a private placement ...

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CoreWeave selects EcoDataCenter for Sweden capacity; EcoDataCenter with new campus

September 10, 2024
Sacha Kavanagh

CoreWeave selected EcoDataCenter for colocation in Sweden, and a few days later EcoDataCenter announ...

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Google’s plans for Dublin data centre rejected

September 10, 2024
Sacha Kavanagh

South Dublin County Council refused to grant Google permission for a 72k sqm data centre. ...

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AirTrunk completes third phase expansion at SYD2 data centre in Sydney

September 9, 2024
Jabez Tan

AirTrunk completed the third phase expansion of its SYD2 data centre campus in north Sydney, Austral...

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Blackstone, CPPIB acquire APAC hyperscale operator AirTrunk

September 9, 2024
Jabez Tan

Blackstone and Canada Pension Plan Investment Board (CPPIB) confirmed entering into a definitive agr...

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Fastly reports 2Q24 results; some bumps amid growth tracking forward

September 9, 2024
Philbert Shih

Fastly reported its 2Q24 results. ...

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American Tower reports 2Q24 results; steady forward progress

September 9, 2024
Philbert Shih

American Tower reported its 2Q24 results, which included a detailed look at the data centre operatin...

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‘Behind the Metre’ may mean ‘Front of the Line’

September 9, 2024
Daniel Golding

There is a tremendous amount of discussion about ‘behind the metre as well as ‘energy st...

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Tract acquires site in Buckeye, Arizona outside Phoenix

September 9, 2024
Philbert Shih

Master-planned data centre operator Tract confirmed acquisition of a site in Buckeye, Arizona. ...

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