Analyst Notes

Yondr and Cerberus partner to develop 72MW data centre campus in Northern Virginia

August 7, 2026
Vivian Kong

Yondr has acquired a 40-acre site in Manassas, Virginia for a data centre campus. ...

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CoreWeave to deploy 360MW in Indonesia for first APAC infrastructure node; set to alter regional infrastructure dynamics in Southeast Asia

August 7, 2026
Louise Seputra

There are few data centre colocation providers in Indonesia with this level of capacity so the fiel...

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Apto secures grid connection for Madrid data centre campus

August 6, 2026
Ainsley Woods

Apto has signed an agreement with energy company IGNIS covering 82MW of grid access and connection c...

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Equinix reports 2Q26 results; raises long-term growth and CapEx outlook as bookings, revenue growth accelerate

August 6, 2026
Jabez Tan

Equinix’s reported its 2Q26 results, which pointed to accelerating growth, supported by strong...

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Anant Raj de-merges data centre business into Ashok Cloud

August 6, 2026
Swapna Subramani

Indian real estate developer Anant Raj Limited’s board approved a de-merger, splitting the co...

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Applied Digital reports FY4Q26 results; executing on Polaris Forge 1 bringing in revenue as leasing gains significant momentum

August 6, 2026
Philbert Shih

Applied Digital reported its FY4Q26 results, which showed significant revenue growth as the CoreWeav...

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Atos Sovereign Cloud launches for European customers

August 6, 2026
Sacha Kavanagh

France-based Atos launched Atos Sovereign Cloud, another addition to the growing list of sovereign c...

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atNorth planning 1MW/rack densities in Norway

August 6, 2026
Sacha Kavanagh

atNorth disclosed that its recently announced NO1 campus in Norway will be able to accommodate densi...

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CyrusOne elevates company veteran to CEO

August 5, 2026
Philbert Shih

CyrusOne elevated president John Hatem to CEO, replacing Eric Schwartz, who stepped down as CEO afte...

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Galaxy Digital acquires land for second data centre campus in Texas

August 5, 2026
Philbert Shih

Galaxy Digital confirmed the acquisition of 500 acres in McGregor, McLennan County, Texas within th...

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ESR, CAF II fund invests in Racks Central; supports 510MW data centre campus in Johor, Malaysia

August 5, 2026
Jabez Tan

China-ASEAN Investment Cooperation Fund II (CAF II), a $1b infrastructure fund sub-advised by ESR, i...

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American Tower reports 2Q26 results; hybrid cloud and AI tailwinds fuelling data centre growth

August 5, 2026
Vivian Kong

American Tower reported its 2Q26 results with data points and KPIs around the CoreSite data centre b...

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