Analyst Notes

Google plans $10b, 1GW data centre cluster in Vizag, India

October 21, 2025
Swapna Subramani

Google plans to invest US $10 billion to develop a ~1GW hyperscale data centre cluster in Visakhapat...

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DC BLOX to expand Myrtle Beach cable landing station

October 21, 2025
Vivian Kong

DC BLOX shared expansion plans for its Myrtle Beach cable landing station (MYR1) in Myrtle Beach, So...

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Datacenter United brings in CCO

October 21, 2025
Philbert Shih

Belgium’s Datacenter United brought in Geoffrey Vanderhaegen as chief commercial officer. ...

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DC BLOX elevates SVP to chief investment officer role

October 21, 2025
Philbert Shih

DC BLOX elevated Melih Ileri to the role of chief investment officer after three years as the SVP, c...

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Telehouse breaks ground on latest – and largest – London data centre

October 21, 2025
Sacha Kavanagh

Telehouse broke ground on the latest data centre at its campus in London’s Docklands. ...

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AIP acquires Aligned Data Centers; brings operating platform and flexibility to scale

October 20, 2025
Philbert Shih

A consortium made up of investors and strategic technology entities acquired all of the equity in Da...

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Crusoe partners with Tallgrass for data centre campus in Wyoming

October 20, 2025
Philbert Shih

Crusoe recently confirmed a partnership with energy infrastructure provider Tallgrass to develop a h...

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AWS suffers outages throughout day coming out of US-EAST-1

October 20, 2025
Philbert Shih

AWS suffered multiple outages on Monday that impacted numerous Internet-based services and businesse...

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Crusoe brings in chief real estate officer

October 20, 2025
Philbert Shih

Data centre operator Crusoe named Matt Field as chief real estate officer. ...

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Google outlines two year $5b investment in AI infrastructure, skills in Belgium

October 20, 2025
Sacha Kavanagh

Google confirmed plans to invest $5b in AI in Belgium over two years. ...

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WSS: infra / STRUCTURE 2025 debates the future of hyperscale infrastructure, coming out with measured optimism and realism

October 20, 2025
Philbert Shih

We had a slower publishing schedule this past week due to the sixth annual infra / STRUCTURE summit...

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IREN expands GPU inventory and secures additional cloud contracts

October 14, 2025
Vivian Kong

IREN confirmed it has signed new multi-year cloud services contracts after increasing its GPU invent...

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