Analyst Notes

YTL Power and JLand to partner on gigawatt-scale data centre campus in Johor; SIPP Power to acquire 145 acres with option for 400 more

September 7, 2026
Jabez Tan

YTL Power and JLand Group disclosed a strategic partnership for the proposed development of a gigaw...

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CPP Investments, Equinix complete atNorth acquisition

September 7, 2026
Sacha Kavanagh

Equinix and CPP Investments completed their previously announced acquisition of atNorth. ...

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Alibaba Cloud launches third data centre in South Korea

September 7, 2026
Fenky Tjhang

Alibaba launched its third data centre in South Korea. ...

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Green Mountain signs 14MW neocloud lease in London as Azrieli updates on data centre financials, pipeline, progress

September 7, 2026
Sacha Kavanagh

Green Mountain announced a new contract in London and its parent company Azrieli Group released its ...

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WSS: Neocloud momentum translating into more data centre infrastructure consumption as self-builds continue

September 7, 2026
Philbert Shih

It was a busy week for the sector even with public holidays in the UK, US and Canada. The neocloud a...

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Nebius reports 2Q26 results with continued strong demand amid higher pricing

September 4, 2026
Sacha Kavanagh

Nebius reported its results for the quarter ended June 30, 2026, with continued strong revenue growt...

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CoreWeave provides cloud services for Rescale digital engineering

September 4, 2026
Philbert Shih

CoreWeave confirmed Rescale as a new cloud infrastructure customer. ...

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NVIDIA partners with financial firms to build $500b dedicated pool of capital

September 4, 2026
Philbert Shih

NVIDIA confirmed partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR,...

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Denmark puts data centres at the back of the grid queue

September 4, 2026
Sacha Kavanagh

Denmark introduced an emergency law for access to power to replace the first-come, first-served syst...

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Scottish government requests greater visibility in data centre planning applications

September 4, 2026
Sacha Kavanagh

The Scottish government approved a new directive that requires local authorities to inform it of any...

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SK Telecom to spin off data centre and submarine cable businesses into SK Horizon; KKR and IMM consortium to acquire 49%

September 4, 2026
Jabez Tan

SK Telecom will spin off SK Broadband’s data centre, CDN and submarine cable businesses into a sep...

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Rackspace reports 2Q26 results; slow growth as transition continues to enterprise AI

September 3, 2026
Philbert Shih

Racksapce reported its 2Q26 reuslts, which showed sluggish growth and continue to reflect a company ...

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