Analyst Notes

CoreWeave acquires New Jersey property for $322m

August 11, 2025
Vivian Kong

CoreWeave purchased a portion of the Northeast Science and Technology Center (NEST) campus in Kenilw...

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Rackspace reports 2Q25 results; revenue deceleration slowing as pipeline builds

August 11, 2025
Philbert Shih

Rackspace reported its 2Q25 results. Revenue attrition are starting to decline as Rackspace starts t...

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Data4 sells stake in stabilised data centres to fund growth

August 11, 2025
Sacha Kavanagh

Data4 took on a new shareholder in the form of European mid-market infrastructure manager Arjun Infr...

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WSS: Data centre earnings reflect AI and hypercale cloud growth impact

August 11, 2025
Philbert Shih

A busy week saw reports from earnings season, more hyperscale CapEx increases and neocloud and AI i...

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AEP reports 2Q25 earnings; 18GW of data centre load in queue

August 8, 2025
Vivian Kong

American Electric Power (AEP) reported its 2Q25 earnings, including notable data points on data cent...

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The Netherlands to invest €200m in AI factory in Groningen

August 8, 2025
Ainsley Woods

The Dutch government is backing an AI push with a €70m investment to build an AI research hub in G...

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Digital Edge names new CEO for Japan market

August 8, 2025
Philbert Shih

Digital Edge named Ryosuke Yoshioka CEO of Digital Edge Japan. ...

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Equinix brings in C-level executive to oversee customer experience, revenue

August 8, 2025
Philbert Shih

Equinix named Shane Paladin EVP and chief customer and revenue officer. ...

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Serverfarm adds sustainability amendments to $1.6b credit facility

August 7, 2025
Philbert Shih

Serverfarm added a sustainability-linked amendment to its $1.637b credit facility for North America....

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CoreWeave closes debt facility to support building of infrastructure for OpenAI

August 7, 2025
Philbert Shih

CoreWeave closed a $2.6b secured debt facility. ...

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Kao Data brings in chief business officer

August 7, 2025
Sacha Kavanagh

Kao Data named Clinton Hasell as chief business officer. ...

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Ireland approves new policy for private connections; Digital Realty plans gas plant for Dublin data centre

August 7, 2025
Sacha Kavanagh

The Irish government approved a major reform to rules on electricity infrastructure, which could giv...

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