Analyst Notes
Singtel shares data point on post-STT GDC acquisition pipeline; weighs REIT for permanent AI infrastructure capital
Singtel confirmed in its 2026 annual report that its acquisition of STT GDC with KKR will lift Si...
Read more...NVIDIA’s annual Taiwan spending heading to US$150b
NVIDIA CEO Jensen Huang confirmed that its annual spending in Taiwan is on its way to US$150b. ...
Read more...Broadcom launches financing, investment vehicle to support AI deployments; helping Anthropic with Fluidstack deployments
Broadcom launched the AI XPV Platform, with Apollo and Blackstone (Blackstone’s lending and in...
Read more...Anthropic to deploy gigawatt levels of capacity with AMD chips; AMD invests in Anthropic
Read more...Meta reported to be in talks with Anthropic, possibly for cloud; hires AWS compute executive
Read more...Google Cloud suffers outages in Netherlands-based data centre
Google Cloud suffered an outage in Europe last week. ...
Read more...WSS: Earnings season kicks off with growth acceleration as hyperscale and AI infrastructure demand continues to drive global data centre expansion
Read more...Pure DC gets €1.3b project financing for new Finland campus
Pure Data Centres secured €1.3b of committed senior debt against the first €1.5b phase of its ju...
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