Analyst Notes

Digital Realty shares insight on AI data centre demand globally

October 15, 2024
Philbert Shih

Digital Realty management noted in a recent media interview that it is seeing AI demand start to lan...

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Oracle Cloud releases bare metal cloud instances on AMD GPUs

October 15, 2024
Philbert Shih

Oracle Cloud released a new bare metal cloud service enabled by AMD GPUs. ...

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Applied Digital reports FY1Q25 results; growth from cloud services

October 15, 2024
Philbert Shih

Applied Digital reported its FY1Q25 results for the three-month period ending August 31, 2025. ...

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Lambda rolls out on-demand GPU cloud service

October 15, 2024
Philbert Shih

GPU cloud provider Lambda rolled out an on-demand, self-service version of its infrastructure servic...

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Sinar Mas forms JV with LG CNS to build $300m data centre in Jakarta

October 15, 2024
Justin Saputra

PT SMPlus Digital Investment (SM+), the digital infrastructure arm of Indonesian conglomerate Sinar ...

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IBM selects Germany for first European quantum data centre

October 15, 2024
Sacha Kavanagh

BM opened what it claims is Europe’s first quantum data centre, located In Ehningen near Stuttgart...

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Quadrivium Digital secures funding; Genoa to be second market

October 15, 2024
Sacha Kavanagh

Quadrivium Digital, which debuted this summer with plans for a data centre and CLS in Crete, Greece,...

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Microsoft to trial hydrogen fuel cell in Dublin

October 14, 2024
Ainsley Woods

Microsoft has partnered with hydrogen supplier ESB to trial hydrogen fuel cells at its Dublin campus...

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Megaport expands NaaS platform with AWS, Evocative and OneNeck partnerships

October 14, 2024
Philbert Shih

Megaport continued to expand network service availability with cloud and data centre providers as it...

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CoreWeave secures $650m credit line

October 14, 2024
Philbert Shih

CoreWeave confirmed a new $650m credit line led by JPMorgan Chase, Goldman Sachs and Morgan Stanley....

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TECfusions provides update on Clarksville, Virginia data centre project

October 14, 2024
Philbert Shih

TECfusions provided an update for its data centre project in Clarksville, Virginia. ...

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Microsoft planning more France self-builds?

October 14, 2024
Sacha Kavanagh

Local media reports indicate Microsoft is looking to build three data centres in northwestern France...

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