Analyst Notes

NVIDIA to share revenue with neocloud partners; attacking bottlenecks, accelerating time-to-market

July 15, 2026
Philbert Shih

NVIDIA confirmed plans for a new financing vehicle based on a revenue share model with its neocloud ...

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Nscale secures $900m to accelerate data centre expansion

July 15, 2026
Sacha Kavanagh

Nscale closed a $900m revolving credit facility syndicated across a group of global financial instit...

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Hydra Host closes $100m Series A round; multi-faceted resource and platform for GPU capacity procurement

July 15, 2026
Philbert Shih

Neocloud Hydra Host closed a Series A financing round of $100m. ...

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Ferrovial Digital Infrastructure to build first data centre in Madrid

July 15, 2026
Sacha Kavanagh

Spain-based construction firm and infrastructure operator Ferrovial, which set up a digital infrastr...

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KALiNA withdraws Alberta AI data centre project

July 15, 2026
Ainsley Woods

KALiNA Distributed Power withdrew plans for the Lone Pine Energy and Data Park near Airdrie, Alberta...

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Verne sells London data centre to Arcus Infrastructure Partners

July 15, 2026
Sacha Kavanagh

Verne agreed to sell Volta Data Centres, operating as its 6MW London data centre, to Arcus Infrastru...

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Tata Communications adds two subsea cables on India-Singapore route

July 15, 2026
Swapna Subramani

Tata Communications confirmed new investments in subsea cable capacity linking India’s AI hubs of ...

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Submer, Rubix plot AI campus in northeastern Spain

July 15, 2026
Sacha Kavanagh

Submer plans to invest over €1b in an AI campus in Flix in northeastern Spain, roughly midway (~17...

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Amazon expands Mumbai, India data centre footprint

July 14, 2026
Swapna Subramani

Amazon Data Services India pre-leased an additional four acres of land in Powai, Mumbai Metropolitan...

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TeraWulf signs Anthropic for long-term lease in Kentucky; monetizes JV with Fluidstack in sign of model flexibility

July 14, 2026
Philbert Shih

TeraWulf disclosed a pair of significant transactions, signing a hyperscale data centre lease with f...

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MEEZA delivers Qatar expansion ahead of schedule

July 14, 2026
Swapna Subramani

Qatar-based managed IT and data centre operator MEEZA confirmed completion of a 4MW data centre expa...

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Equinix receives draft approval for two Amsterdam data centres

July 14, 2026
Ainsley Woods

Equinix has received a draft planning approval for two new data centres, AM9 and AM10, at the Amste...

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