Analyst Notes

Bitdeer signs 121MW Norway lease with newly minted NVIDIA cloud partner Volta; Volta raises financing

August 19, 2026
Sacha Kavanagh

Bitdeer AI, part of Singapore-based and NASDAQ-listed Bitdeer Technologies Group, signed a 16-year l...

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Sharon AI reports 2Q26 results; signed TCV reaches nearly $9b

August 19, 2026
Philbert Shih

Nasdaq-listed Sharon AI reported its 2Q26 results, which are at an early stage of ramping. Contracti...

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Ontario suburb enacts temporary data centre moratorium after HIVE plans 320MW data centre

August 19, 2026
Vivian Kong

The town of Oakville, Ontario, just outside Toronto, has imposed a one-year moratorium on new data c...

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Riot Platforms reports 2Q26 results; secures two leases at Rockdale campus for AMD and AI frontier lab

August 18, 2026
Philbert Shih

Riot Platforms secured a second hyperscale lease at its Rockdale, Texas data centre campus, and repo...

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Core Scientific acquires Polaris to support Muskogee, Oklahoma expansion

August 18, 2026
Vivian Kong

Core Scientific completed the acquisition of Polaris DS, LLC (Polaris) which it disclosed back in Ma...

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Deep Infra raises $107m Series A round

August 18, 2026
Philbert Shih

Neocloud Deep Infra recently raised a $107m Series B round. ...

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Sharon AI and NVIDIA partner for data centre build in Australia; standing up AI cloud infrastructure services

August 18, 2026
Philbert Shih

Sharon AI recently signed a six-year agreement with NVIDIA to build out infrastructure capacity in A...

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atNorth strikes waste heat reuse agreement in Denmark

August 18, 2026
Sacha Kavanagh

atNorth will supply excess heat from its DEN02 campus in Ølgod in western Denmark to local greenhou...

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Equinix partners with Central Georgia Electric Membership Corporation for grid infrastructure improvements

August 18, 2026
Vivian Kong

Equinix confirmed a new partnership with the utility cooperative, Central Georgia Electric Membershi...

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Hut 8 reports 2Q26 results; leases remainder of gigawatt campus in Nueces, Texas for total of 704MW of IT load

August 17, 2026
Philbert Shih

Hut 8 reported its 2Q26 results, which is showing moderate growth levels. The business is shifting r...

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Iron Mountain reports 2Q26 results; signs 13MW in 2Q and 75MW in July

August 17, 2026
Ainsley Woods

Iron Mountain reported its 2Q26 results and signed a total of 13MW in new data centre leases during ...

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Digital Realty reports 2Q26 results; colocation strength and renewal pricing support raised outlook

August 17, 2026
Ainsley Woods

Digital Realty reported its 2Q26 results, with performance reflecting continued demand across its co...

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