Analyst Notes

Apple uses third-party cloud for first time; taps Google Cloud for private AI

July 6, 2026
Jim Davis

Apple is taking its Private Cloud Compute (PCC) to another cloud provider for the first time. In par...

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Runpod gets $100m growth investment from Summit Partners; continues aggressive growth

July 6, 2026
Philbert Shih

Summit Partners made a $100m equity investment in New Jersey-based neocloud Runpod, providing capita...

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RMZ Infrastructure targets 2–3 GW India data centre expansion

July 6, 2026
Swapna Subramani

RMZ Infrastructure, part of Indian real estate developer RMZ, disclosed plans to expand its India da...

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Digital Realty acquires Columbia Capital, increases stake in South Africa’s Teraco, picks up energized land parcel in KC

July 6, 2026
Philbert Shih

Digital Realty made a number of moves, acquiring Columbia Capital, purchasing a powered land parcel ...

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AWS brings online Local Zones node in Hanoi, Vietnam

July 6, 2026
Philbert Shih

AWS rolled out a new Local Zones node in Hanoi, Vietnam. ...

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Hut 8 partners with Cylix for managed AI infrastructure in Canada

July 6, 2026
Philbert Shih

Data centre and managed infrastructure provider Hut 8 confirmed a new partnership with Toronto-based...

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WSS: Neocloud momentum accelerating on development and infrastructure side as sector transitions continue

July 6, 2026
Philbert Shih

A busy week saw more activity from the emerging neocloud space. Momentum is accelerating and provide...

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Amazon signs 600MW PPA in Germany

July 3, 2026
Sacha Kavanagh

Amazon signed a PPA for 600MW of renewable energy from a 977MW German offshore wind farm in the Balt...

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Schneider Electric delivers infrastructure for TeraWulf at Lake Mariner data centre campus in upstate New York

July 3, 2026
Philbert Shih

Schneider Electric and its liquid cooling division Motivair confirmed starting phased delivery of en...

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RETN implements new Poland-Baltics fibre

July 3, 2026
Sacha Kavanagh

RETN launched a new route linking Białystok and Suwałki in eastern Poland with Kaunas in Lithuania...

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DataBank closes on $1.45b for data centre development

July 2, 2026
Vivian Kong

DataBank closed on two financing transactions worth $1.45b. ...

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Equinix opens HK6 in Hong Kong with cross-border AI focus

July 2, 2026
Jason Zhou

Equinix recently opened HK6, its sixth data centre in Hong Kong, with an initial investment of $124m...

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