Analyst Notes

Tata Communications to invest up to $450m in India fibre network

October 29, 2026
Swapna Subramani

Tata Communications will spend US$400-450m over 3-5 years on a 10,000km inter-city fibre network lin...

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Microsoft reports 1QFY27 results; more growth acceleration amid operating improvements

October 28, 2026
Philbert Shih

Microsoft reported its 1QFY27 (3QCY26) results, which included data points and perspective on the Az...

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Google reports 3Q26 results; more growth acceleration as silicon increases contributions

October 28, 2026
Philbert Shih

Google’s parent company Alphabet reported its 3Q26 results, which included details about the G...

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American Tower reports 3Q26 results; continued growth in the CoreSite business

October 28, 2026
Vivian Kong

American Tower reported its 3Q26 results, which included data points and KPIs on the CoreSite data c...

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SWI launches AI cloud business with 30MW Cambridge, UK deployment planned for 2027

October 28, 2026
Ainsley Woods

SWI Group launched SWI Compute, an AI cloud infrastructure business that plans to bring an initial 3...

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STACK names Jim Smith as EMEA chief executive

October 28, 2026
Ainsley Woods

STACK Infrastructure has appointed Jim Smith as chief executive of its EMEA business. ...

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Humain expands Nvidia deal to 84MW

October 28, 2026
Swapna Subramani

Humain expanded its NVIDIA partnership to deploy up to 84MW of AI compute in Saudi Arabia. ...

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Galaxy Digital reports 3Q26 results; CoreWeave first phase leased and delivered

October 27, 2026
Philbert Shih

Galaxy Digital reported its 3Q26 results, which saw a full quarter of data centre leasing revenue fo...

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Bitdeer expands AI cloud capacity pipeline to 333.5MW; secures an additional 127MW in Malaysia

October 27, 2026
Jabez Tan

Bitdeer’s management disclosed an AI cloud pipeline of 333.5MW of critical IT capacity, including ...

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Duos Edge AI signs 20MW data centre colocation deal

October 27, 2026
Philbert Shih

Nasdaq-listed Duos Edge AI confirmed signing a 10-year data centre colocation agreement for 20MW of ...

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CoreWeave brings most of planned 22.5MW Danish deployment online; expands global backbone

October 27, 2026
Ainsley Woods

CoreWeave brought most of its planned 22.5MW of IT capacity online at atNorth’s DEN01 data centre ...

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Eveo plans new data centre in Recife, Brazil

October 27, 2026
Vivian Kong

Brazilian operator Eveo plans to launch a new data centre in Recife, Brazil. ...

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