Analyst Notes

Core Scientific reports 1Q26 results; colocation business ramping as CoreWeave comes online

June 4, 2026
Philbert Shih

Core Scientific reported its 1Q26 results, which showed significant colocation revenue growth as the...

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Prime Data Centers breaks ground on new campus in Phoenix

June 4, 2026
Vivian Kong

Prime Data Centers broke ground on the first three data centres of its newest PHX01 campus in Avonda...

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Digital Edge closes US$575m loan for APAC expansion

June 4, 2026
Jason Zhou

Singapore-based Digital Edge closed its first holding company loan at US$575m to fund expansion acr...

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Bitzero signs OneQode for remote Norway GPU capacity

June 4, 2026
Sacha Kavanagh

Crypto miner turned data centre developer Bitzero signed a customer at its Norway 1 campus in Namssk...

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Cloudflare partners with Anthropic to house Claude-based agents on cloud

June 3, 2026
Philbert Shih

Cloudflare partnered with Anthropic to launch Cloudflare Environments for Claude Managed Agents. ...

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Cipher Digital reports 1Q26 results; signs third hyperscale lease, progressing on construction in west Texas

June 3, 2026
Philbert Shih

Cipher Digital reported its 1Q26 results and shared details about the data centre colocation busines...

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NTT DATA acquires Microsoft shop WinWire; managed public cloud quickly adding AI elements

June 3, 2026
Philbert Shih

NTT DATA acquired WinWire, a Santa Clara, California-based managed services and consulting provider ...

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Goldman Sachs acquires Canadian data centre provider QScale

June 3, 2026
Vivian Kong

Goldman Sachs, through its Infrastructure at Goldman Sachs Alternatives arm, closed the acquisition ...

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Kao Data unveils plans for London data centre in Park Royal AZ

June 3, 2026
Sacha Kavanagh

Kao Data acquired land in the popular Park Royal area of London. ...

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Amazon commits over US$33b to Southeast Asia cloud and AI infrastructure build-out

June 3, 2026
Jason Zhou

Amazon disclosed plans to invest more than US$33b in cloud and AI infrastructure across Southeast th...

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Blackstone, Google form JV to build cloud service; but data centre capacity still the primary driver, not a new cloud business

June 2, 2026
Philbert Shih

Blackstone and Google established a joint venture to build a new company that will provide cloud in...

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Galaxy Digital reports 1Q26 results; provides update on Helios campus build for CoreWeave

June 2, 2026
Philbert Shih

Galaxy Digital reported its 1Q26 results, which did not include material revenue from data centre se...

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