Analyst Notes

Novva Data Centers secures $2b to fund data centre development in Salt Lake City

March 11, 2025
Vivian Kong

CIM Group and Novva Data Centers closed on a $2b financing deal from JP Morgan and Starwood Property...

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Teraco, Digital Realty secure wind PPA to power data centres

March 11, 2025
Swapna Subramani

South Africa-based data centre operator Teraco, a subsidiary of Digital Realty, signed a PPA with NO...

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Equinix names new xScale MD

March 10, 2025
Philbert Shih

Equinix named Tiffany Thoms Osias as MD for the xScale business. ...

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ByteDance expanding investment for infrastructure in Bangkok, Thailand

March 10, 2025
Philbert Shih

TikTok’s parent company ByteDance confirmed it would substantially increase its investment in ...

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NorthC Group discusses regional data centre platform, expansion and customer strategy

March 10, 2025
Sacha Kavanagh

We caught up with management at NorthC Group to discuss its regional data centre platform in Europe,...

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CoreWeave files S-1 and eyes the public markets; a perfect storm of timing and a unique value proposition, but lots of possible outcomes

March 10, 2025
Philbert Shih

GPU cloud provider CoreWeave filed its S-1 with plans to trade on the Nasdaq under ticker symbol CR...

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55H to expand its Toronto data centre

March 10, 2025
Ainsley Woods

55H has announced a phased expansion plan for its data centre in the Toronto suburb of Brampton. ...

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EcoDataCenter secures €450m in new funding

March 10, 2025
Ainsley Woods

Nordic investment firm and owner of EcoDataCenter, Areim, has secured €450m in new funding from in...

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WSS: Debate on sector’s trajectory continues; earnings, more expansion projects suggest bearish claims grounded in short-term views

March 10, 2025
Philbert Shih

The sector continues to see a tremendous volume of activity amid earnings season and continued deb...

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Stoneshield set to develop 500MW campus in Santander, Spain

March 7, 2025
Ainsley Woods

Stoneshield is set to develop a 500MW data centre campus outside Santander, Spain, through its subsi...

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Alibaba Cloud opens first LATAM region in Mexico

March 7, 2025
Sacha Kavanagh

Alibaba Cloud opened its Mexico cloud infrastructure region with a single AZ. ...

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Telecom Italia connects Milan data centre to district heat network

March 7, 2025
Ainsley Woods

Telecom Italia (TIM) has launched a waste heat recovery project at its data centre just outside Mila...

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