Analyst Notes

GoDaddy reports 4Q25 results; more growth from applications and commerce segment

April 21, 2026
Philbert Shih

SMB-oriented cloud provider GoDaddy recently reported its 4Q25 and FY25 results. ...

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Kevlinx plans AI data centre campus in Genoa

April 21, 2026
Ainsley Woods

Kevlinx Data Centers confirmed plans for an AI-focused data centre campus in Genoa, marking its entr...

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Proposed London campus deemed nationally significant, streamlines planning process

April 21, 2026
Sacha Kavanagh

A proposed 300MW data centre campus with on-site energy centre in London has been granted status as ...

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Equinix expands Mumbai campus with AI-ready MB3

April 21, 2026
Swapna Subramani

Equinix launched MB3, its fourth data centre in Mumbai. ...

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euNetworks to provider connectivity solutions to AWS European Sovereign Cloud

April 20, 2026
Philbert Shih

London-based euNetworks confirmed it is a connectivity partner for the AWS European Sovereign Cloud...

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Amazon’s Project Houdini reported to be underway; accelerating time-to-market by adding modular build elements for raw data centre

April 20, 2026
Philbert Shih

It has not been confirmed officially by Amazon, but multiple media outlets have reported on a new in...

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Jane Street invests in CoreWeave and becomes cloud customer

April 20, 2026
Philbert Shih

Jane Street made an investment of $1b in CoreWeave and committed to $6b in cloud infrastructure spen...

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Anthropic to invest $100m and build out partner network

April 20, 2026
Philbert Shih

Anthropic released plans to build a partner network of service providers that will help enterprises ...

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Amazon CEO Andy Jassy shares perspective and data points on AI and AWS business progress

April 20, 2026
Philbert Shih

Amazon CEO Andy Jassy shared a number of interesting insights about the AI and cloud infrastructure ...

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WSS: Cryptocurrency infrastructure operators continue shifts to data centre sector as neocloud and hyperscale leasing shows no signs of slowing down

April 20, 2026
Philbert Shih

One of the recurring themes in the sector these days continues to be the transition of cryptocurrenc...

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TGS uses AWS for cloud infrastructure and generative AI

April 17, 2026
Philbert Shih

Norway’s TGS, a provider of data and intelligence around energy, confirmed AWS as its preferre...

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Google commences work on 1GW Andhra data centre hub

April 17, 2026
Swapna Subramani

Google is set to begin work on a 1GW data centre hub near Visakhapatnam (Vizag) in Andhra Pradesh, b...

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