Analyst Notes

Building permit withdrawn for Sesterce self-build in south France

August 5, 2026
Sacha Kavanagh

French neocloud Sesterce’s plans for a data centre in south east France have hit a bump. ...

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Firmus partners with NVIDIA and DayOne on 360MW AI data centre campus in Batam, Indonesia; plans up to 170,000 GPUs

August 4, 2026
Jabez Tan

Firmus Technologies in Australia entered into a strategic compute partnership with NVIDIA through 20...

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Digital Edge acquires powered site for 60MW data centre in Ansan, South Korea

August 4, 2026
Jabez Tan

Digital Edge acquired a land parcel with 90MVA of power secured in the Sihwa National Industrial Com...

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AWS launches Athens, Greece Local Zones edge node

August 4, 2026
Ainsley Woods

AWS launched its Athens Local Zones node, marking its first cloud infrastructure deployment in Greec...

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atNorth selects YIT to build latest Finland data centre

August 4, 2026
Sacha Kavanagh

atNorth and Finnish construction company YIT agreed the design and construction of a new data centre...

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Microsoft reports 4QFY26 results; accelerating growth pushed forward by operating improvements that brought additional capacity online

August 3, 2026
Philbert Shih

Microsoft reported its 4QFY26 results, which showed more Azure revenue growth acceleration. Demand l...

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Iron Mountain breaks ground on Richmond, VA data centre campus

August 3, 2026
Vivian Kong

Iron Mountain has started construction on RCH-1, the first data centre of its 66-acre campus in Rich...

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Meta brings online new data centre in Temple, Texas

August 3, 2026
Vivian Kong

Meta went live with its newest data centre campus in Temple, Texas. ...

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CoreWeave wins quantitive trading firm Flow Traders for cloud infrastructure services

August 3, 2026
Philbert Shih

CoreWeave disclosed Amsterdam-based trading firm Flow Traders as a new cloud infrastructure customer...

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Amazon reports 2Q26 results; more growth acceleration and CapEx increases

August 3, 2026
Philbert Shih

Amazon reported its 2Q26 results, which showed more growth acceleration and a CapEx increase amid on...

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Yondr sells stake in London data centres

August 3, 2026
Sacha Kavanagh

Yondr Group agreed to sell agreed to sell a majority stake in two of its operational data centres in...

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WSS: Hyperscale growth acceleration building as hunt for capacity continues to intensify

August 3, 2026
Philbert Shih

The past week saw earnings season pick up pace and we took a closer look at the results coming from ...

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