Analyst Notes

HighBrook Investors closes on $266m data centre fund for Virginia development

March 19, 2026
Vivian Kong

HighBrook Investors closed on its inaugural data centre fund with $266m in total commitments. ...

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Nscale to deploy NVIDIA Vera Rubin in Europe next year

March 19, 2026
Sacha Kavanagh

UK-based neocloud Nscale confirmed it will roll out the NVIDIA Vera Rubin platform in Europe in 2027...

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DL Invest, Boosteroid plot hyperscale campus in Poland

March 19, 2026
Sacha Kavanagh

Polish real estate developer is teaming up with cloud gaming provider Boosteroid to build a campus t...

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Nebius secures $2b investment from NVIDIA; inks huge deal with Meta

March 19, 2026
Sacha Kavanagh

NVIDIA agreed to invest $2b in Amsterdam-based neocloud Nebius, and days later Nebius confirmed a de...

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Nebius upsizes $4.6b private offering

March 19, 2026
Sacha Kavanagh

Nebius announced the pricing of $4b private offering of convertible senior notes, upsized from the p...

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Tencent Cloud reports 4Q25 results; demand profile healthy, building supply to meet it

March 18, 2026
Philbert Shih

Tencent reported its 4Q25 results, which included some insights on the trajectory of the cloud infra...

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Digital Edge closes $655m green loan for data centre campus in Jakarta, Indonesia

March 18, 2026
Philbert Shih

Singapore-based DigitalEdge confirmed closing of a US$655m green loan. ...

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Bell Canada to build 300MW AI data centre in Regina; CoreWeave and Cerebras as tenants

March 18, 2026
Vivian Kong

Bell Canada shared plans to build a 300MW AI data centre in Sherwood, Saskatchewan just outside of R...

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Fidium brings online nodes in three Flexential data centres

March 18, 2026
Philbert Shih

Fibre network provider Fidium confirmed bringing online presence in three Flexential data centre loc...

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Ooredoo launches arm to focus on subsea cables and fibre

March 18, 2026
Swapna Subramani

Ooredoo Group confirmed the formation of Ooredoo Fibre Networks (OFN), a standalone entity to spearh...

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MERLIN Edged progress in Iberia; two new neocloud leases signed

March 18, 2026
Sacha Kavanagh

Spain-based MERLIN Properties released its results for the year December 31, 2025. ...

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Apto plans 240MW Madrid campus

March 18, 2026
Sacha Kavanagh

Apto confirmed plans to invest €2b in a data centre campus in Madrid, Spain. ...

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