Analyst Notes

NexGen Cloud secures USD.AI funding for Sweden NVIDIA deployment

July 29, 2026
Sacha Kavanagh

London and Spain-based NexGen Cloud secured a $34m three year debt facility from USD.AI. ...

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AiOnX pre-leases Dublin campus; updates on other projects

July 29, 2026
Sacha Kavanagh

Financial reports from SWI Group and Stoneweg Europe Stapled Trust (SERT) indicate AiOnX has pre-lea...

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Sabey Data Centers breaks ground on data centre campus in Umatilla

July 28, 2026
Vivian Kong

Sabey Data Centers shared that it is starting vertical construction on its SDC Umatilla campus in Or...

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O’Leary Digital plans new 9GW Project Stratos data centre campus in Utah; backlash ensues

July 28, 2026
Vivian Kong

O’Leary Digital, the digital infrastructure company headed by Canadian investor and TV personality...

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TensorWave, Vultr deploy AMD Helios with AMD Instinct MI455X GPUs

July 28, 2026
Philbert Shih

Cloud infrastructure providers TensorWave and Vultr confirmed plans to deploy the AMD Helios racksca...

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Singtel shares data point on post-STT GDC acquisition pipeline; weighs REIT for permanent AI infrastructure capital

July 28, 2026
Jason Zhou

Singtel confirmed in its 2026 annual report that its acquisition of STT GDC with KKR will lift Si...

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NVIDIA’s annual Taiwan spending heading to US$150b

July 27, 2026
Jason Zhou

NVIDIA CEO Jensen Huang confirmed that its annual spending in Taiwan is on its way to US$150b. ...

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Broadcom launches financing, investment vehicle to support AI deployments; helping Anthropic with Fluidstack deployments

July 27, 2026
Jason Zhou

Broadcom launched the AI XPV Platform, with Apollo and Blackstone (Blackstone’s lending and in...

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Anthropic to deploy gigawatt levels of capacity with AMD chips; AMD invests in Anthropic

July 27, 2026
Philbert Shih

AMD and Anthropic confirmed the expansion of its existing partnership that will see the deployment o...

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Meta reported to be in talks with Anthropic, possibly for cloud; hires AWS compute executive

July 27, 2026
Philbert Shih

Media reports point to more activity at Meta as it looks to build out cloud computing capabilities. ...

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Google Cloud suffers outages in Netherlands-based data centre

July 27, 2026
Philbert Shih

Google Cloud suffered an outage in Europe last week. ...

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WSS: Earnings season kicks off with growth acceleration as hyperscale and AI infrastructure demand continues to drive global data centre expansion

July 27, 2026
Philbert Shih

The past week saw the beginning of what promises to be a long but revealing earnings season. Google ...

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