Analyst Notes

BlackRock, Global Infrastructure Partners, Microsoft, Mubadala form AI investment vehicle to support AI build-out

September 25, 2024
Philbert Shih

BlackRock, Global Infrastructure Partners (GIP), Microsoft and MGX (part of Mubadala Investment Comp...

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CoreWeave deploys Nokia technology for network backbone

September 25, 2024
Philbert Shih

CoreWeave chose to deploy Nokia technology to enable its network and connectivity infrastructure. ...

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Empyrion Digital building data centre in Tokyo, Japan

September 25, 2024
Philbert Shih

Empyrion Digital, previously Empyrion DC, confirmed plans to develop a 25MW data centre in Tokyo, Ja...

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Snowhawk acquires stake in CleanArc Data Centers; buys land in Virginia

September 24, 2024
Philbert Shih

Private equity firm Snowhawk acquired a stake in newly formed hyperscale data centre developer Clean...

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Amazon to invest £8b in UK data centres

September 24, 2024
Sacha Kavanagh

AWS pledged to invest £8b in data centres in the UK to 2028, including building, operating and main...

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Wyoming Hyperscale now Prometheus Hyperscale; building in Wyoming

September 24, 2024
Philbert Shih

Wyoming Hyperscale merged and launched as new operating platform Prometheus Hyperscale. ...

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Large 300MW+ campus proposed in North London

September 24, 2024
Sacha Kavanagh

An outfit called DC01UK submitted an outline planning application for a campus on a 34 hectare in Po...

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Retelit is Italy’s first data centre waste heat reuse case

September 24, 2024
Sacha Kavanagh

Italy’s Retelit is working on a waste heat reuse project for its Avalon 3 data centre in Milan. ...

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EdgeCore secures $1.9b in new financing

September 23, 2024
Ainsley Woods

EdgeCore Digital Infrastructure secured a $1.9b capital investment, led by Partners Group and suppor...

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OVHcloud reports steady FY3Q24 results

September 23, 2024
Philbert Shih

OVHcloud recently reported its FY3Q24 results, which showed steady forward progress. ...

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Solaria, Datasection partner for AI data centre in Spain

September 23, 2024
Sacha Kavanagh

Spanish solar power producer Solaria Energia y Medio Ambiente is partnering with Japan’s Datasecti...

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AQ Compute discusses Norway, Spain data centres and strategy

September 23, 2024
Sacha Kavanagh

We caught up with management at AQ Compute to get insight into its strategy, progress on its first t...

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