Crusoe secures $700m facility for power equipment November 4, 2026 Sacha Kavanagh Crusoe disclosed a $700m financing facility with Neuberger Specialty Finance to fund the purchase of... Read more...
DigitalOcean reports 3Q26 results; more growth acceleration driven by AI workloads, AI-oriented infrastructure November 3, 2026 Philbert Shih DigitalOcean reported its 3Q26 results, which showed more growth acceleration for the fifth consecut... Read more...
BUZZ HPC secures $129m to fund Canadian GPU deployment for Cohere November 3, 2026 Ainsley Woods HIVE Digital Technologies subsidiary BUZZ HPC has secured ~$129m in debt financing to purchase NVIDI... Read more...
Nebius secures $3.5b debt facility, launches live spot pricing for GPUs November 3, 2026 Sacha Kavanagh Nebius secured a $3.5b senior secured facility provided by Citi to support its global capacity build... Read more...
Equinix reports 3Q26 results; records $500m in bookings as pricing strengthens and capacity delivery accelerates November 2, 2026 Jabez Tan Equinix reported its 3Q26 results, highlighted by record bookings, continued double-digit recurring... Read more...
Crux AI secures $22b in bank loans to buy Google GPUs November 2, 2026 Sacha Kavanagh Media reports indicate neocloud Crux AI, which launched recently as a JV between Blackstone and Goog... Read more...
WSS: Hyperscale earnings show more growth acceleration with new entrants executing to support neoclouds November 2, 2026 Philbert Shih The past week saw earnings season move into full swing and the hyperscale category went first. AWS, ... Read more...
MI: India sees neocloud builds accelerating October 30, 2026 Philbert Shih The past week saw meaningful activity in India as neoclouds start to expand and stand up infrastruct... Read more...
MI: Akamai, Megaport winning large cloud infrastructure deals October 30, 2026 Philbert Shih Webscale providers like Akamai and Megaport, which we now classify as neoclouds, continue to win sig... Read more...
SWI launches AI cloud business with 30MW Cambridge, UK deployment planned for 2027 October 29, 2026 Ainsley Woods SWI Group launched SWI Compute, an AI cloud infrastructure business that plans to bring an initial 3... Read more...
Google reports 3Q26 results; more growth acceleration as silicon increases contributions October 28, 2026 Philbert Shih Google’s parent company Alphabet reported its 3Q26 results, which included details about the G... Read more...
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... Read more...
