Analyst Notes

Fermi signs TensorWave for date centre lease in Carson County, Texas

August 20, 2026
Philbert Shih

Fermi, an energy startup listed on the Nasdaq, confirmed signing a data centre lease with neocloud T...

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Nebius to deploy with Vantage in South Wales AI Growth Zone, for AI training, inference and more

August 20, 2026
Sacha Kavanagh

Nebius confirmed it will deploy with Vantage Data Centers in Wales, the third disclosed location in ...

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Lambda secures asset-based $926m loan

August 20, 2026
Philbert Shih

Neocloud Lambda closed a senior secured term loan B facility of $926m. ...

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RETN launches new London-Brussels route

August 20, 2026
Sacha Kavanagh

RETN launched a new London-Brussels fibre route to provide geographic diversity. ...

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Core Scientific reports 2Q26 results; details new AMD partnership and pipeline updates

August 19, 2026
Vivian Kong

Core Scientific reported its 2Q26 results with details on its continued colocation revenue growth, C...

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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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