Analyst Notes

Galaxy Digital reports 3Q26 results; CoreWeave first phase leased and delivered

October 27, 2026
Philbert Shih

Galaxy Digital reported its 3Q26 results, which saw a full quarter of data centre leasing revenue fo...

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Bitdeer expands AI cloud capacity pipeline to 333.5MW; secures an additional 127MW in Malaysia

October 27, 2026
Jabez Tan

Bitdeer’s management disclosed an AI cloud pipeline of 333.5MW of critical IT capacity, including ...

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Duos Edge AI signs 20MW data centre colocation deal

October 27, 2026
Philbert Shih

Nasdaq-listed Duos Edge AI confirmed signing a 10-year data centre colocation agreement for 20MW of ...

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CoreWeave brings most of planned 22.5MW Danish deployment online; expands global backbone

October 27, 2026
Ainsley Woods

CoreWeave brought most of its planned 22.5MW of IT capacity online at atNorth’s DEN01 data centre ...

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Digital Realty starts construction of 24MW addition to Osaka campus; targets 4Q28 RFS

October 27, 2026
Jabez Tan

Digital Realty started construction of KIX15, a 24MW critical IT load data centre at its KIX campus...

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CoreWeave adds enhanced security controls to cloud platform

October 27, 2026
Philbert Shih

CoreWeave introduced the CoreWeave Zero Trust AI Framework, a security model that basically allows c...

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Akamai rolls out cloud infrastructure services tailored for AI in pursuit of integrated stack

October 27, 2026
Philbert Shih

Akamai rolled out two new cloud infrastructure offerings tailored for AI workloads. ...

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Uniserve to open 1MW Vancouver data centre in 4Q26

October 27, 2026
Ainsley Woods

Uniserve plans to open its VAN-2 data centre in Vancouver in 4Q26, initially offering 1MW with room ...

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STTGDC to host Neysa GPUs in Noida

October 27, 2026
Swapna Subramani

STTGDC India will host AI cloud provider Neysa at its 22MW STT Noida 2 data centre in the National C...

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Amazon CEO comments on capacity not overly helpful

October 26, 2026
Philbert Shih

Amazon CEO Andy Jassy, who was formerly the CEO of AWS, recently spoke on the a16z podcast hosted by...

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SEGRO updates on London pre-let, Prologis merger

October 26, 2026
Sacha Kavanagh

UK-based developer SEGRO released a trading update for the nine months ending September 30, 2026 whi...

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IREN sets up European subsidiary, outlines plans for first Spain capacity

October 26, 2026
Sacha Kavanagh

Neocloud and data centre operator IREN announced plans for its first Spain campus, building on its J...

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