Analyst Notes

MI: New company formation continues and is increasingly diverse

September 30, 2026
Philbert Shih

The past month saw more new company formation. ...

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Nscale IPO filing reveals revenue, customer, capacity details

September 29, 2026
Sacha Kavanagh

Nscale filed for a potential IPO on the NYSE. ...

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CoreWeave lands Harell Data as new cloud infrastructure customer

September 29, 2026
Philbert Shih

CoreWeave confirmed Harell Data as a new cloud infrastructure customer. ...

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Northampton Capital Partners, Provident Data Centers form JV for development in Dallas, TX

September 29, 2026
Philbert Shih

Northampton Capital Partners and Provident Data Centers formed a joint venture to develop a data cen...

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Meta’s new transatlantic subsea cable trebles capacity, improves route and landing redundancy

September 29, 2026
Sacha Kavanagh

Meta unveiled the Petal transatlantic subsea cable that will run 7k km between France and the US, to...

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Microsoft launches fourth India cloud region in Hyderabad

September 29, 2026
Swapna Subramani

Microsoft formally inaugurated its India South Central cloud infrastructure region in Hyderabad, its...

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Nabiax breaks ground on 100MW Madrid data centre

September 29, 2026
Ainsley Woods

Nabiax has started construction on ADC3, a new data centre that will add up to 100MW of IT capacity ...

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Akamai wins cloud $11b cloud infrastructure deal with Anthropic; data centre details

September 29, 2026
Philbert Shih

Akamai confirmed a new cloud infrastructure contract with AI frontier lab Anthropic that is the larg...

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PGIM sells Munich data centre development

September 29, 2026
Ainsley Woods

PGIM confirmed selling a 30MVA data centre development site in Unterschleissheim, Greater Munich, to...

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Microsoft commits $10b to Gulf cloud and AI build-out

September 29, 2026
Swapna Subramani

Microsoft confirmed plans to invest more than $10b across the UAE, Saudi Arabia, Qatar and Kuwait by...

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Equinix brings in new chief marketing officer

September 28, 2026
Vivian Kong

Equinix named DD Dasgupta as the company’s new chief marketing officer. ...

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Alibaba Cloud plans new regions in Türkiye, Finland and the Netherlands

September 28, 2026
Ainsley Woods

Alibaba Cloud disclosed plans to establish its first cloud regions in Türkiye, Finland and the Neth...

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