Analyst Notes

MI: Webscale cloud providers show revenue growth acceleration

February 27, 2026
Philbert Shih

The hyperscalers saw cloud infrastructure growth accelerate in the recent quarterly reporting period...

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MI: Hyperscalers kick off earnings season and see cloud infrastructure growth acceleration as other KPIs underscore momentum

February 27, 2026
Philbert Shih

The past month saw the start of earnings season and the hyperscalers, as always, got the ball rollin...

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Duke Energy adds more data centre, hyperscale energy commitments

February 26, 2026
Philbert Shih

Duke Energy shared data points about data centre demand in its 4Q25 results. ...

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Vantage Data Centers secures $2.4b in debt financing

February 26, 2026
Vivian Kong

Vantage Data Centers has secured a $2.4b debt facility arranged by Ares Management. ...

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Ooredoo-Oracle advance sovereign AI cloud in Qatar with Oracle Alloy

February 26, 2026
Swapna Subramani

Ooredoo and Oracle confirmed expansion of a partnership and collaboration to deliver sovereign AI an...

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MediTerra rounds out Mediterranean platform with Barcelona plans, Sicily acquisition

February 26, 2026
Sacha Kavanagh

MediTerra Datacenters acquired a data centre in Sicily, Italy and confirmed its entry into the Barce...

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Oracle Database@AWS goes live in Canada, Australia

February 25, 2026
Philbert Shih

Oracle confirmed Oracle Database@AWS is now available in two additional AWS cloud regions: one in Ca...

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AMD partners with Meta and backstops Crusoe; pushing go-to market for AI

February 25, 2026
Philbert Shih

AMD is pushing forward and trying to build out market share through hyperscale customers and a young...

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CleanArc Data Centers develops 245MW campus in Dallas

February 25, 2026
Vivian Kong

CleanArc Data Centers shared plans for a new 245MW data centre campus in central Dallas. ...

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India shares blueprint, initiatives for AI development at AI Impact Summit 2026

February 25, 2026
Swapna Subramani

The India AI Impact Summit 2026 was hosted February 16-20 in New Delhi. Prime Minister Modi inaugura...

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Adani commits $100b to build India’s sovereign AI infrastructure

February 25, 2026
Swapna Subramani

Adani Group committed $100b to develop renewable-powered, hyperscale and AI-ready data centres and a...

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STT GDC expands Chennai data centre capacity; still evaluating strategic options

February 25, 2026
Swapna Subramani

STT GDC India confirmed commissioning of a new data centre in Chennai. ...

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