Analyst Notes

NVIDIA invests additional $2b in CoreWeave; more questions raised around circular financing versus demand

January 29, 2026
Philbert Shih

CoreWeave expanded its partnership with NVIDIA. ...

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NTT GDC partners with B.Grimm Power for PPA in Thailand

January 29, 2026
Philbert Shih

NTT GDC signed a 100MW PPA with Thailand-based utility B.Grimm Power. ...

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Digital Edge building AI-ready data centre campus in Jakarta, Indonesia

January 29, 2026
Philbert Shih

Digital Edge confirmed plans to invest US$4.5b to build a new hyperscale data centre campus in Jakar...

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Ascenty partners with Casa dos Ventos for renewable energy in Brazil

January 28, 2026
Vivian Kong

Ascenty signed a self-production contract in the region with Brazilian renewable energy company Casa...

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Anthropic raises revenue projections amid growth surge; training, compute costs

January 28, 2026
Philbert Shih

Anthropic, maker of the AI chatbot Claude, raised its revenue forecast, according to media reporting...

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Iron Mountain breaks ground on 85MW AI-ready data centre in Mumbai

January 28, 2026
Swapna Subramani

Iron Mountain Data Centers started construction on an 85MW hyperscale data centre campus in Mumbai, ...

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Options Technology deploys liquid-cooled infrastructure at Equinix’s NY5

January 28, 2026
Vivian Kong

Options Technology, a managed infrastructure provider focused on financial services, deployed its ne...

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PaleBlueDot AI raises $150m Series B round

January 28, 2026
Philbert Shih

PaleBlueDot AI, based in Palo Alto, CA, raised $150m in a Series B round that is said to value the c...

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Lawsuit filed against CoreWeave focuses on single-vendor reliance; does not match up with reality

January 27, 2026
Philbert Shih

A class-action lawsuit has been filed that alleges CoreWeave has committed securities fraud by misle...

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AWS European Sovereign Cloud launches in Berlin, Germany

January 27, 2026
Sacha Kavanagh

The AWS European Sovereign Cloud is now generally available to all customers as a physically and log...

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Syntys expands Qatar hyperscale footprint with Q Data acquisition

January 27, 2026
Swapna Subramani

Ooredoo’s digital infrastructure unit Syntys acquired Q Data QFZ LLC, incorporating two carrier-ne...

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TensorWave to use TECfusions for colocation in two US locations

January 26, 2026
Philbert Shih

Neocloud TensorWave chose to partner with TECfusions for two data centre sites in two US locations. ...

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