Analyst Notes

Scala Data Centers plots AI mega campus in southern Brazil

October 1, 2024
Sacha Kavanagh

Scala Data Centers revealed plans for Scala AI City, a mega campus in Porto Alegre, the capital of t...

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AllCloud shares growth data points

September 30, 2024
Philbert Shih

Managed public cloud provider AllCloud shared a useful data point about its growth trajectory. ...

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5C Data Centers enters Phoenix market

September 30, 2024
Philbert Shih

5C Data Centers confirmed plans to build a new data centre in Phoenix, Arizona. ...

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Amazon to invest $1.8b in Brazil data centres

September 30, 2024
Sacha Kavanagh

AWS confirmed plans to invest $1.8b in data centres in Brazil to 2034. ...

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UK data centres given critical national infrastructure status

September 30, 2024
Sacha Kavanagh

The UK government designated data centres as critical national infrastructure. ...

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WSS: AI is shaping demand, putting pressure on energy resources, and all this is coalescing towards another wave of sector expansion

September 30, 2024
Philbert Shih

We had a slower publishing week, as mentioned, due to our hosting of the infra / STRUCTURE summit ...

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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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