Analyst Notes

EdgeConneX acquires second data centre site in the greater Osaka market

September 2, 2025
Jabez Tan

EdgeConneX confirmed that it has acquired a second data centre site in the greater Osaka and Yawata ...

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Yondr exits India JV; Everstone takes control

September 1, 2025
Swapna Subramani

Yondr Group has sold its stake in EverYondr, the India data centre joint venture formed with Eversto...

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Digital Edge brings in chief product officer

September 1, 2025
Philbert Shih

Singapore-based Digital Edge brought in Emmeline Tang as chief product officer. ...

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Applied Digital to break ground on Polaris Forge 2; hyperscale interest, building in advance

September 1, 2025
Philbert Shih

Applied Digital confirmed plans to break ground on Polaris Forge 2, a second hyperscale data centre ...

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MEEZA raises QAR 800m for 44MW Qatar data centre expansion

September 1, 2025
Swapna Subramani

MEEZA obtained a QAR 800m (~US$220m) debt facility (with an Islamic financing structure) from Dukhan...

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HostPapa completes CloudBlue acquisition; names CEO for indirect business

September 1, 2025
Philbert Shih

HostPapa completed its acquisition of CloudBlue from Ingram Micro and named the operation’s CE...

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Alibaba reports FY1Q26 results; AI driving revenue and infrastructure growth

September 1, 2025
Philbert Shih

Alibaba Group reported its FY1Q26 results (CY2Q25), which showed more acceleration in top-line reve...

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Digital Realty under construction in Rome

September 1, 2025
Sacha Kavanagh

Digital Realty broke ground on its first data centre in Rome, Italy on land it acquired back in 2022...

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WSS: Earnings season widens across ecosystem as AI pushes more neocloud leasing and hyperscale overflow

September 1, 2025
Philbert Shih

We have moved to the tail end of earnings season and last week, we took a closer look at the remain...

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MI: AI requirements driving data centre colocation deals; densities up, liquid cooling live

August 29, 2025
Philbert Shih

Deployments in data centre colocation environments are increasingly being driven by AI requirements....

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MI: Webscale providers seeing more wins from hyperscale

August 29, 2025
Philbert Shih

Webscale providers continue to report momentum in winning deals from customers that are unplugging w...

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MI: Neocloud data centre colocation leasing activity speaks volumes

August 29, 2025
Philbert Shih

The quarter saw more leasing from neocloud provider looking to access large quantities of data centr...

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