Analyst Notes

Spain’s Solaria gets approval to connect two data centres to the grid

March 5, 2025
Ainsley Woods

Solaria, a Spanish renewable energy developer, has secured approval from the national grid operator,...

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ECLAIRION to host Mistral AI cluster in Paris

March 5, 2025
Sacha Kavanagh

France-based ECLAIRION, which we came across a year ago, claims to have signed an MoU with French AI...

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Digital Realty names Paula Cogan as MD for EMEA

March 4, 2025
Ainsley Woods

Digital realty has appointed Paula Cogan as Managing Director, Head of EMEA, effective March 17, 202...

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Blackstone, Panchshil Realty’s making $2.3b AI data centre play in India

March 4, 2025
Swapna Subramani

Media reports indicate Blackstone and Panchshil Realty are planning a 500MW AI-ready hyperscale data...

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CoreWeave files S-1 and eyes the public markets

March 4, 2025
Philbert Shih

GPU cloud provider CoreWeave filed its S-1 with plans to trade on the Nasdaq under ticker symbol CR...

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DigitalOcean reports 4Q24, FY24 results; steady as she goes, with a long-term view

March 4, 2025
Philbert Shih

DigitalOcean reported its 4Q24 and FY24 results, which showed more steadiness and consistency as it ...

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ODATA completes first stage of energy project for large campus in Querétaro, Mexico

March 4, 2025
Sacha Kavanagh

ODATA, an Aligned Data Centers Company, completed the energisation and expansion of substation and t...

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Google to develop more data centres in Kuala Lumpur, Malaysia by leasing and buying land from EcoWorld

March 4, 2025
Jabez Tan

Google is buying and leasing more land in Kuala Lumpur, Malaysia to develop data centres from Malays...

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LiquidWeb adds more bare metal locations

March 3, 2025
Philbert Shih

LiquidWeb added four new bare metal server locations to its footprint. ...

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NVIDIA reports 4Q24 results; Blackwell ramp hits inflection point

March 3, 2025
Jabez Tan

NVIDIA reported its 4Q24 results, which revealed a surge in Blackwell revenue for the quarter as the...

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Iron Mountain reports 4Q24 results; data centre revenue up 25% in 2024

March 3, 2025
Ainsley Woods

Iron Mountain reported its 4Q24 results, signing 9.6MW of new leases in the quarter. ...

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Bloom Energy, Equinix expand partnership to bring over 100MW of power to data centres

March 3, 2025
Vivian Kong

Bloom Energy confirmed it will extend its relationship with Equinix, bringing over 100MW of electric...

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