Analyst Notes

Vultr to build AMD GPU supercluster in Ohio; investing $1b

December 16, 2025
Philbert Shih

Vultr confirmed plans to launch an AI cluster in partnership with AMD. ...

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Sabey Data Centers to build new data centre campus in Indiana

December 16, 2025
Vivian Kong

Sabey Data Centers disclosed plans to build the Decatur Technology Park, a data centre campus in Dec...

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Equinix plans 150MW campus in Lelystad, Netherlands

December 16, 2025
Ainsley Woods

Equinix is reported to be planning a ~150MW data centre campus at the Flevokust Haven industrial est...

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Amazon updates infrastructure portfolio at re:Invent; shares progress updates

December 16, 2025
Philbert Shih

AWS hosted its annual re:Invent conference in Las Vegas and shared details about its infrastructure ...

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Microsoft partners with Powertrust for renewable energy in Brazil and Mexico

December 16, 2025
Vivian Kong

Microsoft signed an agreement with Powertrust to deploy 270MW of solar projects across Mexico and Br...

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Microsoft commits C$19b to Canadian AI and cloud infrastructure

December 16, 2025
Ainsley Woods

Microsoft confirmed plans to invest C$19b in Canada between 2023-2027 to expand digital and cloud in...

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Asterion acquires Portugal data centre with expansion potential

December 16, 2025
Sacha Kavanagh

Spain-based Asterion Industrial Partners agreed to pay €120m for a data centre with expansion pote...

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Hyperscale data centre with energy component proposed for Berlin

December 16, 2025
Sacha Kavanagh

Prime Capital acquired an energy project from and formed a JV for a 500MW data centre with WBS Power...

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Antin Infrastructure Partners to acquire NorthC

December 16, 2025
Ainsley Woods

Antin Infrastructure Partners has agreed to acquire NorthC Datacenters from DWS and minority shareho...

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Cloudflare suffers two outages caused by software, configuration issues

December 15, 2025
Philbert Shih

Cloudflare suffered two outages in the last several weeks. ...

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Hyperscale CEOs speak to the state of demand and supply amid skeptic concerns about bubble

December 15, 2025
Philbert Shih

There has been a lot of debate about whether AI is a bubble. We have published a report this week th...

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Rackspace moves Niterra EMEA to Google Cloud; shuts down on-premise data centres

December 15, 2025
Philbert Shih

Rackspace confirmed Niterra EMEA, part of Japan-based Niterra Group, as a managed public cloud custo...

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