Analyst Notes

CoreWeave partners with Solidigm to secure SSD capacity in the face of constrains and rapid growth

August 13, 2026
Philbert Shih

CoreWeave signed a multi-year agreement with Solidigm to give it access to storage infrastructure ca...

Read more...

Scaleway secures sovereign cloud contract from Airbus

August 13, 2026
Sacha Kavanagh

Airbus selected France-based webscaler Scaleway, part of iliad Group, as its sovereign cloud partner...

Read more...

Parks plans 5MW data centre in Rio Grande do Sul

August 13, 2026
Vivian Kong

Brazilian telecommunications equipment manufacturer Parks plans to invest R$500m (~US$97m) for a 5MW...

Read more...

True IDC to build seventh data centre in northern Bangkok

August 13, 2026
Louise Seputra

True IDC, part of the Charoen Pokphand Group in Thailand, disclosed plans to invest more than THB 6b...

Read more...

Galaxy Digital reports 2Q26 results; CoreWeave starting to ramp

August 12, 2026
Philbert Shih

Galaxy Digital reported its 2Q26 results, which included revenue from data centre leasing for the fi...

Read more...

Flexential acquires 110 acres in Dallas for data centre development

August 12, 2026
Vivian Kong

Flexential purchased 110 acres in Talty, Texas to the southeast of Dallas. ...

Read more...

AWS takes AWS Interconnect into GA; adds support for OCI, with Microsoft Azure to come

August 12, 2026
Philbert Shih

AWS moved AWS Interconnect – multicloud into GA, adding support for OCI. ...

Read more...

Microsoft, Mistral AI deepen ties; Azure cloud customers to deploy on Mistral infrastructure, use Mistral models

August 12, 2026
Sacha Kavanagh

Microsoft deepened its partnership with France-based Mistral AI to expand its Europe-based GPU capac...

Read more...

5C Group raises $605m for US data centre development

August 12, 2026
Vivian Kong

5C Group confirmed it has closed on $605m in new debt financing led by Brookfield. This follows the ...

Read more...

Nscale acquires Anyscale; adding technology, managed services for full spectrum of AI development

August 12, 2026
Philbert Shih

Nscale acquired Anyscale, a software platform built on open source that helps end users build and sc...

Read more...

CoreWeave reports 2Q26 results; strong revenue growth set to accelerate with capacity and execution tracking

August 12, 2026
Philbert Shih

CoreWeave reported its 2Q26 results, which showed more aggressive top-line revenue growth, driven by...

Read more...

Fastly reports stable 2Q26 results

August 11, 2026
Philbert Shih

Fastly, a cloud infrastructure and CDN provider, reported its 2Q26 results. ...

Read more...