Analyst Notes

Equinix launches network-level sovereignty enforcement layer with Fabric Geo Zones

July 8, 2026
Swapna Subramani

Equinix rolled out the global expansion of Fabric Geo Zones, positioning the product as a network-le...

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ESR raises $850m in equity capital; shares data point on capacity pipeline

July 8, 2026
Philbert Shih

APAC-focused ESR raised an additional US$850m in equity capital, provided by existing investors. ...

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Aptum names industry veteran as new CEO

July 7, 2026
Philbert Shih

Managed infrastructure provider Aptum named Jeremy Pease as its new CEO. ...

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ETIX secures US$70m credit facility for Bangkok data centre expansion

July 7, 2026
Louise Seputra

ETIX secured a credit facility of up to US$70m from Muzinich & Co. ...

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QTS planning data centre campus in Van Wert, Ohio; community engagement part of process

July 7, 2026
Philbert Shih

QTS disclosed plans to build a hyperscale data centre campus in Van Wert, Ohio and invest ~$10b in t...

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SharonAI, NVIDIA team up for 72MW deployment of GPUs in Australia-based AI factory

July 7, 2026
Philbert Shih

Australian neocloud Sharon AI signed a six-year agreement with NVIDIA to stand up an AI factory in A...

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WhiteFiber wins cloud infrastructure deal in France; colocation deals with Cerebras, Nscale in Americas

July 7, 2026
Philbert Shih

WhiteFiber, a US-based data centre operator and AI infrastructure provider, signed a five year $160m...

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Apple uses third-party cloud for first time; taps Google Cloud for private AI

July 6, 2026
Jim Davis

Apple is taking its Private Cloud Compute (PCC) to another cloud provider for the first time. In par...

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Runpod gets $100m growth investment from Summit Partners; continues aggressive growth

July 6, 2026
Philbert Shih

Summit Partners made a $100m equity investment in New Jersey-based neocloud Runpod, providing capita...

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RMZ Infrastructure targets 2–3 GW India data centre expansion

July 6, 2026
Swapna Subramani

RMZ Infrastructure, part of Indian real estate developer RMZ, disclosed plans to expand its India da...

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Digital Realty acquires Columbia Capital, increases stake in South Africa’s Teraco, picks up energized land parcel in KC

July 6, 2026
Philbert Shih

Digital Realty made a number of moves, acquiring Columbia Capital, purchasing a powered land parcel ...

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AWS brings online Local Zones node in Hanoi, Vietnam

July 6, 2026
Philbert Shih

AWS rolled out a new Local Zones node in Hanoi, Vietnam. ...

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