Analyst Notes

Aligned Data Centers breaks ground on 2GW campus in Pennsylvania

September 14, 2026
Vivian Kong

Aligned Data Centers broke ground on Project Phoenix, a new 2GW data centre campus in Shippingport, ...

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DigitalOcean secures $725m in equipment financing

September 14, 2026
Philbert Shih

DigitalOcean confirmed a $725m equipment finance facility to meet capacity requirements driven by cu...

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Equinix, NVIDIA, Together AI partner to combine building blocks for AI inferencing infrastructure

September 14, 2026
Philbert Shih

Equinix revealed a new partnership with NVIDIA and neocloud provider Together AI. ...

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Rackspace joins NVIDIA cloud partner program; to stand up governed enterprise AI

September 14, 2026
Philbert Shih

Rackspace joined the cloud service provider program at NVIDIA. ...

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Oracle reports 1QFY27 results; more growth acceleration for cloud infrastructure as capacity comes online

September 14, 2026
Philbert Shih

Oracle reported its 1QFY27 results, for the period ending August 31, 2026. Oracle showed continued r...

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WSS: Frontier labs driving neocloud leasing built on both third-party data centres and self-perform scenarios

September 14, 2026
Philbert Shih

It was a busy week as the sector came out of the Labour Day long weekend in the US and Canada. In th...

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Data Center Capital launches with 46MW German regional edge pipeline

September 11, 2026
Ainsley Woods

Germany-based Data Center Capital (DCC) recently launched with plans to develop eight regional edge ...

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Tritax Big Box doubles London secured power to 507MW, raises equity; pre-lease for first data centre expected soon

September 11, 2026
Sacha Kavanagh

UK developer Tritax Big Box reported its results for the six months ending June 30, 2026 and announc...

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Meta plots new US-Denmark subsea cable

September 11, 2026
Sacha Kavanagh

Meta is planning the new Aurora subsea cable system between the US (Manasquan, NJ) and Denmark (Blaa...

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Google expands connectivity and adds three subsea cables in the Americas

September 10, 2026
Vivian Kong

Google confirmed expansions to its subsea cable systems in the Americas with three new cables: Alisi...

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Keel Infrastructure converts crypto assets for AI data centre development

September 10, 2026
Vivian Kong

Keel Infrastructure, previously known as Bitfarms, confirmed plans to convert its 18MW mining site i...

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Tencent Cloud wins TruKKer as Saudi enterprise reference customer

September 10, 2026
Swapna Subramani

TruKKer, a digital freight platform operating across the Middle East and wider EMEA, migrated its lo...

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