Analyst Notes

Equinix launches SP6 in São Paulo, Brazil

May 15, 2026
Vivian Kong

Equinix brought online its latest SP6 data centre in São Paulo, Brazil. ...

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ChronoScale brings in Supermicro veteran as CEO

May 15, 2026
Philbert Shih

Neocloud ChronoScale, just spun out of Applied Digital into a standalone company listed on the Nasda...

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du to land FIG cable in United Arab Emirates

May 15, 2026
Swapna Subramani

Ooredoo Group named UAE operator du as the landing partner for its Fibre in the Gulf (FIG) subsea ca...

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CDC Data Centres signs US hyperscaler for 555MW contract in Australia

May 14, 2026
Philbert Shih

Australia’s CDC Data Centres confirmed signing the largest data centre colocation deal in its ...

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Alibaba reports FY4Q26 results; AI uptake driving cloud infrastructure growth and spin-off into core cloud services

May 14, 2026
Philbert Shih

Alibaba reported its FY3Q26 (CY4Q25) results, which included details about the Alibaba Cloud busines...

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Applied Digital secures $300m bridge facility

May 14, 2026
Philbert Shih

Applied Digital confirmed closing of a $300m senior secured bridge facility. The raise was led by Go...

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CoreWeave Interconnect connects CoreWeave, Google Cloud for hybrid, distributed cloud architectures

May 14, 2026
Philbert Shih

CoreWeave partnered with Google Cloud to facilitate interoperability between the two cloud infrastru...

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Lightedge acquires 3MW data centre in Kansas City, Missouri

May 14, 2026
Vivian Kong

Lightedge acquired a 3MW Tier III data centre in Kansas City, Missouri. ...

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Corning boosting US optical connectivity, fibre production on back of NVIDIA commitment

May 14, 2026
Sacha Kavanagh

NVIDIA struck another manufacturing agreement, this time with Corning for optical connectivity solut...

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Tencent reports 1Q26 results; CapEx rising, but AI and cloud infrastructure to be prioritized in 2H26 with more investments

May 13, 2026
Philbert Shih

Tencent reported its 1Q26 results, which provided insights into the Tencent Cloud business and its o...

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Yondr energizes 27MW Toronto data centre

May 13, 2026
Vivian Kong

Yondr Group shared that it has energized its Toronto data centre. ...

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365 Data Centers partners with Aphorio Carter to develop 200MW of AI data centres across multiple US markets; starting in Colorado, Kentucky

May 13, 2026
Vivian Kong

365 Data Centers and Aphorio Carter, the data centre segment of Carter Funds, formed a strategic par...

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