Analyst Notes

NVIDIA and AWS expand plans; deploying 2m additional GPUs on AWS cloud

September 3, 2026
Philbert Shih

NVIDIA and AWS confirmed plans to expand GPU capacity on the AWS cloud, while deepening technologica...

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Mistral, Humain partner on Saudi sovereign AI

September 3, 2026
Swapna Subramani

French AI lab Mistral and Saudi state-backed AI venture Humain partnered to explore joint deployment...

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Microsoft a step closer to building in eastern France

September 3, 2026
Sacha Kavanagh

Microsoft’s self-build plans in Mulhouse in eastern France are a step closer to reality with the c...

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Goodman secures first hyperscale tenant at Tsukuba Campus in Tokyo; targets early 2028 RFS

September 2, 2026
Jabez Tan

Goodman signed a 20-year lease with an unnamed global hyperscale tenant for the first 50MW phase of ...

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Qumulus AI reports 2Q26 results; cloud contracts signed, customers ramping

September 2, 2026
Philbert Shih

Qumulus AI reported its 2Q26 results, which was its first as a listed company. ...

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Soluna acquires 397-acre site in Bricsoe County, Texas

September 2, 2026
Vivian Kong

Soluna purchased a 397-acre plot in Briscoe County, Texas. ...

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AWS self-building to support AWS European Sovereign Cloud in Berlin

September 2, 2026
Sacha Kavanagh

Local media reports AWS is self-building in Finsterwalde, 125km south of Berlin in eastern Germany a...

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Google breaks ground on $15bn Vizag AI hub

September 2, 2026
Swapna Subramani

Google is building a gigawatt-scale AI data centre hub in Visakhapatnam, Andhra Pradesh, anchored by...

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Nebius raises $5.75b in private offering

September 2, 2026
Sacha Kavanagh

Nebius Group closed a private offering of senior notes, raising ~$5.75b in two tranches. ...

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Singapore allocates 200MW under DC-CFA2 to Digital Realty, Equinix, Keppel and STT GDC; facilities to locate on Jurong Island

September 1, 2026
Jabez Tan

Singapore’s EDB and IMDA have provisionally allocated 200MW of new data centre capacity under DC-C...

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Groq raises $350m, bringing total raise to $1b; becomes NVIDIA cloud partner

September 1, 2026
Philbert Shih

Groq completed a $350m Series A capital raise. ...

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Qumulus AI leases data centre colocation capacity in Atlanta to support cloud contracts signed

September 1, 2026
Philbert Shih

Newly listed neocloud Qumulus AI confirmed a new data centre colocation lease. ...

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