Analyst Notes

Rackspace partners with Rubrik for data protection and recovery service on public clouds

June 17, 2025
Philbert Shih

Rackspace partnered with Rubrik and rolled out a new data protection and recovery service for manage...

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NVIDIA adds marketplace capabilities to DGX Cloud through Lepton acquisition; building out service provider channel further

June 17, 2025
Philbert Shih

NVIDIA added a compute marketplace capability to the NVIDIA DGX Cloud service, which is now called N...

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Aligned Data Centers breaks ground in Frederick, MD

June 17, 2025
Philbert Shih

Media reports indicate Aligned Data Centers is moving forward to expand its data centre campus build...

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NEXTDC signs 16MW of new leases; secures first hyperscale customer lease in Kuala Lumpur

June 17, 2025
Jabez Tan

NEXTDC disclosed 16MW of new data centre leasing activity between May 6 and May 31, 2025. ...

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Cologix houses Lambda on-demand GPU cloud offering in Columbus, OH data centre

June 16, 2025
Philbert Shih

Cologix and Lambda partnered to stand up AI infrastructure built on NVIDIA GPUs and Supermicro hardw...

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OpenAI using Google Cloud infrastructure; some of it from CoreWeave

June 16, 2025
Philbert Shih

Multiple media reports indicate OpenAI will use Google for cloud infrastructure. ...

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Yondr delivers initial 25MW to hyperscale customer at Johor campus

June 16, 2025
Jabez Tan

Yondr Group confirmed it has delivered the first 25MW of IT load capacity at its new Johor, Malaysia...

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Why the end of hyperscale is good news

June 16, 2025
Daniel Golding

For a period of years in the data centre industry, there was a strong focus on four end customers &#...

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Amazon commits $20b to Pennsylvania to expand AWS cloud, AI infrastructure; supported by new PPA with Talen Energy

June 16, 2025
Vivian Kong

Amazon confirmed plans to invest at least $20b into Pennsylvania to expand its data centre infrastru...

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Vantage Data Centers re-finances Germany data centres

June 16, 2025
Sacha Kavanagh

Vantage Data Centers raised €640m in securitised term notes. ...

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Constellation and Meta sign PPA for nuclear energy in Illinois

June 16, 2025
Vivian Kong

Constellation Energy and Meta have entered a 20-year PPA for the output of the Clinton Clean Energy ...

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Vantage Data Centers secures $5b in green financing to support North American platform

June 16, 2025
Vivian Kong

Vantage Data Centers secured $5b in incremental green loan financing to develop its North America-ba...

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