Analyst Notes

Data Center Capital launches with 46MW German regional edge pipeline

September 11, 2026
Ainsley Woods

Germany-based Data Center Capital (DCC) recently launched with plans to develop eight regional edge ...

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Tritax Big Box doubles London secured power to 507MW, raises equity; pre-lease for first data centre expected soon

September 11, 2026
Sacha Kavanagh

UK developer Tritax Big Box reported its results for the six months ending June 30, 2026 and announc...

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Meta plots new US-Denmark subsea cable

September 11, 2026
Sacha Kavanagh

Meta is planning the new Aurora subsea cable system between the US (Manasquan, NJ) and Denmark (Blaa...

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Google expands connectivity and adds three subsea cables in the Americas

September 10, 2026
Vivian Kong

Google confirmed expansions to its subsea cable systems in the Americas with three new cables: Alisi...

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Keel Infrastructure converts crypto assets for AI data centre development

September 10, 2026
Vivian Kong

Keel Infrastructure, previously known as Bitfarms, confirmed plans to convert its 18MW mining site i...

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Tencent Cloud wins TruKKer as Saudi enterprise reference customer

September 10, 2026
Swapna Subramani

TruKKer, a digital freight platform operating across the Middle East and wider EMEA, migrated its lo...

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Lightstorm’s I-2SEA cable to connect India with Southeast Asia’s AI hubs

September 10, 2026
Swapna Subramani

Lightstorm, together with Microsoft, Singtel and Tata Communications, is building the ~3,600 km I-2S...

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DataVita planning new data centre at AI Growth Zone near Glasgow; CoreWeave angle

September 10, 2026
Sacha Kavanagh

DataVita submitted plans in principle for its fourth data centre in the Glasgow market. ...

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Cerebras expands data centre capacity to Finland

September 9, 2026
Sacha Kavanagh

Cerebras Systems tapped Compute Nordic Finland for a 165MW data centre in Mikkeli, ~230km north-east...

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Digital Realty names new MD for Spain, Portugal

September 9, 2026
Sacha Kavanagh

Digital Realty appointed Guilherme Reis as MD for Iberia to oversee operations in Spain and Portugal...

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TCS’s HyperVault plans 1GW AI data centre in Hyderabad

September 9, 2026
Swapna Subramani

Tata Consultancy Services (TCS) subsidiary HyperVault signed an MoU with the Telangana government to...

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KKR, Singtel close acquisition of Singapore’s STTGDC; shares data points on momentum

September 8, 2026
Philbert Shih

The consortium led by KKR and Singtel completed the acquisition of STTGDC, based in Singapore. ...

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