Analyst Notes

Digital Realty reports 3Q26 results; record leasing and growing AI inference demand support raised outlook

November 4, 2026
Ainsley Woods

Digital Realty reported its 3Q26 results, with record leasing across hyperscale, colocation and inte...

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STTGDC India opens 22MW Noida facility

November 4, 2026
Swapna Subramani

STTGDC India opened NOI2, adding 22MW of critical IT load at its Noida campus. ...

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Oracle expanding data centre footprint in UAE and Saudi Arabia

November 4, 2026
Swapna Subramani

Oracle confirmed it is adding data centres in the UAE and Saudi Arabia to meet AI demand. ...

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Crusoe secures $700m facility for power equipment

November 4, 2026
Sacha Kavanagh

Crusoe disclosed a $700m financing facility with Neuberger Specialty Finance to fund the purchase of...

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Malaysia bars data centres from states without sufficient water and tightens approvals

November 4, 2026
Jason Zhou

Malaysian investment, trade and industry minister Johari Abdul Ghani went on record saying that stat...

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Switzerland launches tenders for new government cloud, parts open to global players

November 4, 2026
Sacha Kavanagh

Switzerland published an invitation to tender for the Swiss Government Cloud as its current cloud in...

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Quantica Infrastructure sells data centre asset in Texas

November 4, 2026
Philbert Shih

Quantica Infrastructure recently confirmed the sale of a data centre campus in Texas. ...

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CPP Investments invests $1.75b in EdgeConneX alongside lead investor EQT

November 3, 2026
Philbert Shih

CPP Investments confirmed an investment of US$1.75b alongside EQT in global data centre operator Edg...

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DigitalOcean reports 3Q26 results; more growth acceleration driven by AI workloads, AI-oriented infrastructure

November 3, 2026
Philbert Shih

DigitalOcean reported its 3Q26 results, which showed more growth acceleration for the fifth consecut...

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Danish data centre association calls for grid queue reform

November 3, 2026
Ainsley Woods

Denmark’s data centre industry association, Datacenter Industrien (DDI), has called for stricter r...

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BUZZ HPC secures $129m to fund Canadian GPU deployment for Cohere

November 3, 2026
Ainsley Woods

HIVE Digital Technologies subsidiary BUZZ HPC has secured ~$129m in debt financing to purchase NVIDI...

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Nebius secures $3.5b debt facility, launches live spot pricing for GPUs

November 3, 2026
Sacha Kavanagh

Nebius secured a $3.5b senior secured facility provided by Citi to support its global capacity build...

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