Analyst Notes

MERLIN secures €3.75b financing to refinance debt and support data centre expansion

November 6, 2026
Ainsley Woods

MERLIN Properties signed a €3.75b financing agreement with Spanish and international banks to refi...

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NVIDIA evaluating former nuclear plant sites for German AI factories

November 6, 2026
Sacha Kavanagh

Germany’s PreussenElektra announced that it is working with NVIDIA to evaluate former nuclear powe...

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Amazon plans to expand in Montgomery County, Missouri

November 6, 2026
Vivian Kong

Amazon is planning to expand its data centre footprint in Montgomery County, Missouri. ...

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Nebius signs lease agreement with AIB Data Centers in South Carolina

November 6, 2026
Vivian Kong

AIB Data Centers entered a lease agreement with Nebius for 50MW of IT capacity at its CLT-1 data cen...

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Applied Digital to develop Delta Forge 2 data centre in Brookwood, Alabama

November 6, 2026
Emily Tseng

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Akamai reports 3Q26 results;

November 5, 2026
Philbert Shih

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Nebius acquires Inferize to augment inference capabilities

November 5, 2026
Philbert Shih

Neocloud Nebius acquired Inferize, an Israeli startup focused on inference optimization that was onl...

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US Signal acquires data centre in Hillsboro, Oregon

November 5, 2026
Vivian Kong

US Signal acquired a new data centre in Hillsboro, Oregon. ...

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Google considers data centre in Goochland County, Virginia

November 5, 2026
Vivian Kong

Google confirmed it is considering a 1,200MW data centre campus in Goochland County, Virginia. ...

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General Compute raises $100m in Series A, agrees to deploy Positron AI chips

November 5, 2026
Sacha Kavanagh

San Francisco-based neocloud General Compute raised $100m in Series A funding co-led by Blackbird an...

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AWS developing data centre campus in West Richland, WA

November 4, 2026
Vivian Kong

AWS is planning a data centre campus in West Richland, WA. ...

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TeraWulf expands contracted power capacity in Kentucky

November 4, 2026
Vivian Kong

TeraWulf updated its electric service agreement with Kentucky Power to increase the contracted power...

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