Analyst Notes

SWI Group raises €800m to expand data centre and AI infrastructure portfolio

October 15, 2026
Ainsley Woods

SWI Group raised €800m from institutional investors to support the expansion of its data centre an...

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Akamai Cloud seeing cloud infrastructure uptake, customer momentum

October 15, 2026
Philbert Shih

Akamai provided a quick update on customer momentum in cloud infrastructure. ...

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Applied Digital brings into service additional 75MW at Polaris Forge 1 in North Dakota

October 15, 2026
Philbert Shih

Applied Digital confirmed bringing into service an additional 75MW of IT load at the Polaris Forge 1...

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Applied Digital reports FY1Q27 results; more execution and leasing

October 15, 2026
Philbert Shih

Applied Digital reported its FY1Q27 results, which showed more forward momentum as Applied Digital c...

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General Compute to stand up cloud services built on Cerebras wafer-scale silicon

October 15, 2026
Philbert Shih

Neocloud General Compute, based in San Francisco, disclosed a new multi-year agreement to procure wa...

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Brazil ONS awards 228MW of grid capacity to three data centre projects

October 15, 2026
Vivian Kong

Brazil’s National Electric System Operator (ONS) allocated 228MW of grid capacity to three data ce...

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Sarv moves multiple workloads to Akamai Cloud in India

October 15, 2026
Philbert Shih

Akamai disclosed unified communications provider Sarv as a new customer. ...

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Finland’s Verda raises $189m to expand its GPU platform and services

October 15, 2026
Sacha Kavanagh

Finland-based Verda raised $189m in an oversubscribed Series B round led by Emergence Capital, as we...

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Crux AI hires chief development officer from Meta

October 14, 2026
Philbert Shih

Crux AI, the cloud provider formed by Blackstone and Google, brought in Alan Duong as chief developm...

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Ontario municipalities move to pause data centre development

October 14, 2026
Ainsley Woods

Several Ontario municipalities have introduced temporary moratoriums on data centre development, whi...

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Lambda closes financing for infrastructure builds supported by customer deployments; chatter around more raises, IPO

October 14, 2026
Philbert Shih

Neocloud Lambda confirmed closing of a delayed-draw term loan of $1b, backed by institutional lender...

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Google ordered to pause two new Finland self-builds

October 14, 2026
Sacha Kavanagh

Google has been directed to stop work on new data centres in two locations in Finland. ...

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