Analyst Notes

Alibaba Cloud opens Amsterdam region

November 3, 2026
Sacha Kavanagh

Alibaba Cloud opened a new cloud region in Amsterdam, the Netherlands. ...

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Telehouse confirms London Docklands land purchase

November 3, 2026
Sacha Kavanagh

Telehouse, part of KDDI, completed the acquisition of land next to its Docklands campus in London. ...

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EdgeCore completes $521m in financing for future development

November 2, 2026
Vivian Kong

EdgeCore has completed a $521m asset-backed securitization (ABS). ...

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DataBank acquires MSP2 building in Minneapolis

November 2, 2026
Vivian Kong

DataBank has acquired the building that houses its MSP2 data centre in the Minneapolis-St.Paul area....

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Equinix reports 3Q26 results; records $500m in bookings as pricing strengthens and capacity delivery accelerates

November 2, 2026
Jabez Tan

Equinix reported its 3Q26 results, highlighted by record bookings, continued double-digit recurring...

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Nexspace to open 4MW data centre near Munich

November 2, 2026
Ainsley Woods

Nexspace plans to open a 4MW IT data centre in Erding, just northeast of Munich, Germany in 2028. ...

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Crux AI secures $22b in bank loans to buy Google GPUs

November 2, 2026
Sacha Kavanagh

Media reports indicate neocloud Crux AI, which launched recently as a JV between Blackstone and Goog...

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Data4 adds to C-suite to drive further expansion

November 2, 2026
Sacha Kavanagh

Data4 promoted Jérôme Totel to chief strategy officer and hired a new CFO and group general counse...

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WSS: Hyperscale earnings show more growth acceleration with new entrants executing to support neoclouds

November 2, 2026
Philbert Shih

The past week saw earnings season move into full swing and the hyperscale category went first. AWS, ...

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MI: India sees neocloud builds accelerating

October 30, 2026
Philbert Shih

The past week saw meaningful activity in India as neoclouds start to expand and stand up infrastruct...

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MI: Execution increasingly visible among new data centre entrants

October 30, 2026
Philbert Shih

The recent month, with the start of earnings season, saw more evidence of execution and delivery of ...

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MI: Hyperscale cloud CapEx trends remain in motion

October 30, 2026
Philbert Shih

Hyperscale cloud CapEx continues to drive demand through the infrastructure ecosystem. ...

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