Analyst Notes

Equinix launches new data centre in Monterrey, Mexico

November 12, 2025
Vivian Kong

Equinix brought online its MO2 data centre in Monterrey, Mexico. This facility is the company’s se...

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Rackspace reports 3Q25 results; maintained recent trend lines with revenue attrition slowing

November 12, 2025
Philbert Shih

Rackspace reported its 3Q25 results, which continued to show signs that the revenue attrition trend ...

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Gcore rolls out AI Cloud Stack

November 12, 2025
Sacha Kavanagh

Luxembourg-based Gcore launched the AI Cloud Stack software solution for CSPs, telcos and large ente...

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GTR confirms second, larger London campus

November 12, 2025
Sacha Kavanagh

KKR-backed Global Technical Realty received planning permission for the GB Two campus in the Hayes a...

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Applied Digital to draw on facility for development resources

November 12, 2025
Philbert Shih

Applied Digital confirmed it would draw $787.5m from its $5b preferred equity financing facility wit...

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Equinix closes acquisition of BT Ireland data centres

November 11, 2025
Sacha Kavanagh

Equinix completed its previously-announced acquisition of BT’s data centre business in Ireland. ...

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Meta expanding in Montgomery, Alabama

November 11, 2025
Philbert Shih

Meta recently confirmed new expansion plans for its data centre campus in Montgomery, Alabama. ...

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Akamai reports 3Q25 results; cloud infrastructure growth, AI inferencing opportunity opening up

November 11, 2025
Philbert Shih

kamai reported its 3Q25 results, which saw the cloud infrastructure arm drive growth with new custom...

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Microsoft, True IDC, CP Group partner for cloud data centre development in Thailand

November 11, 2025
Philbert Shih

Microsoft, Thai conglomerate Charoen Pokphand Group (CP Group), True Corporation and True Internet D...

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Sharon AI signs 50MW lease agreement with NEXTDC in Melbourne, Australia

November 11, 2025
Jabez Tan

Australia-based neocloud Sharon AI signed a 50MW lease agreement with NEXTDC at its M3 data centre i...

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Core Scientific reports 3Q25 results; acquisition cancelled, continuing efforts to bring capacity online for CoreWeave

November 10, 2025
Vivian Kong

Core Scientific reported its 3Q25 results, with some data points on its power capacity. ...

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Meta reports 3Q25 results; CapEx outlays still climbing

November 10, 2025
Philbert Shih

Meta reported its 3Q25 results and shared important data points about its data centre requirements a...

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