Analyst Notes

Princeton Digital Group targeting more debt for ongoing and newly committed development

March 17, 2026
Philbert Shih

rinceton Digital Group disclosed plans to raise up to $5b in debt this year. ...

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KIO Networks breaks ground on MEX8 in Mexico City

March 17, 2026
Vivian Kong

Mexican data centre company KIO Networks started construction on its new MEX8 facility in Mexico Cit...

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MERLIN Edged contracts Solaria for Madrid power access, solar power, BESS

March 17, 2026
Sacha Kavanagh

Spanish renewables company Solaria confirmed signed agreements with MERLIN Properties, part-owner of...

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Akamai acquires NVIDIA Blackwell inventory to support large customer win

March 16, 2026
Philbert Shih

kamai confirmed the acquisition of a significant volume of NVIDIA Blackwell GPU inventory to increas...

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RadiusDC to acquire phoenixNAP’s colocation business; more carrier hotel acquisitions

March 16, 2026
Vivian Kong

RadiusDC has agreed to acquire phoenixNAP’s colocation business including its flagship data centre...

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DigitalOcean rolls out updated cloud offerings based on AMD Instinct GPUs; liquid cooling deployed

March 16, 2026
Philbert Shih

DigitalOcean rolled out cloud infrastructure services built on the AMD Instinct MI350X line of GPUs....

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Oracle reports FY3Q26 results; more revenue growth acceleration

March 16, 2026
Philbert Shih

Oracle reported its 3QFY26 results, which showed more revenue growth acceleration for the raw cloud ...

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WSS: Data centre segment continues strength of earnings season amid more AI deals and expansion activity

March 16, 2026
Philbert Shih

The tail end of a long earnings season is nearing and we took a closer look this past week at the re...

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4Q25 IB: Earnings season saw yet more growth acceleration across the ecosystem

March 13, 2026
Philbert Shih

The recent quarter continued the trend of revenue growth acceleration that has been developing since...

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4Q25 IB: Demand and supply imbalance, RPO levels continue to persist

March 13, 2026
Philbert Shih

The fact that demand continues to outpace supply remains unchanged. ...

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4Q25 IB: Meta continues to build infrastructure aggressively

March 13, 2026
Philbert Shih

Meta continues to ramp up its CapEx spend and is developing data centre capacity at an aggressive pa...

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4Q25 IB: AI platforms seeing widespread uptake that is positively impacting infrastructure demand

March 13, 2026
Philbert Shih

AI platforms continue to show aggressive growth rates. ...

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