Analyst Notes

The age of fake data centres? Part 3 – customers speak up

February 10, 2025
Daniel Golding

For those who have read my previous research notes on fake data centres, welcome back. For those who...

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WSS: More misguided sentiment around where the sector is headed as earnings season kicks off with solid results so far

February 10, 2025
Philbert Shih

Another busy week followed the collective freak-out over Chinese startup DeepSeek releasing a new ...

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ODATA sources renewable energy for Chile data centres

February 7, 2025
Sacha Kavanagh

ODATA, an Aligned Data Centers company, struck a deal with Atlas Renewable Energy to power its Chile...

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Equinix opens third Rio data centre in Brazil

February 7, 2025
Sacha Kavanagh

Equinix opened its RJ3 facility in Rio de Janeiro, its third in the market and its eighth in Brazil....

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Rowan Digital Infrastructure names new CEO

February 7, 2025
Philbert Shih

Rowan Infrastructure recently named Charley Daitch as CEO. ...

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Amazon reports steady 4Q24 and FY24 results with AWS showing steady, consistent growth

February 6, 2025
Philbert Shih

Amazon reported its 4Q24 results, which showed AWS cloud infrastructure growth moving along at a sim...

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AVAIO Digital to acquires land for 300MW campus in Farmville, VA

February 6, 2025
Vivian Kong

AVAIO Digital disclosed plans to develop a five-building, 300MW campus at the Heartland Innovation T...

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H5 Data Centers acquires Yahoo data centre in Lockport, NY

February 6, 2025
Vivian Kong

H5 Data Centers purchased the Yahoo data centre campus in Lockport, NY in a $49m sale-leaseback agre...

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VIRTUS enters Milan, Italy market

February 6, 2025
Sacha Kavanagh

The UK’s VIRTUS Data Centres announced its entry into the Milan market with a 70MW (gross) data ce...

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Rackspace and Dubai Health to develop AI-driven healthcare digital hub using cloud

February 6, 2025
Swapna Subramani

Rackspace and Dubai Health signed a MoU to explore the creation of a healthcare digital hub, using c...

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ExxonMobil looking to build natural gas power plants for data centres

February 5, 2025
Philbert Shih

Energy provider ExxonMobil confirmed it is looking at building natural gas power plants to support ...

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Rowan Digital Infrastructure closes on construction financing for Maryland campus build

February 5, 2025
Philbert Shih

Rowan Digital Infrastructure confirmed closing of $975m in construction financing to build out the i...

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