Analyst Notes

Saudi Arabia opens market to all foreign investors

January 15, 2026
Swapna Subramani

Saudi Arabia’s move to allow all categories of foreign investors direct access to its stock market...

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Khazna names Saudi country head and signals Dammam buildout up to 200MW

January 15, 2026
Swapna Subramani

Khazna Data Centers named Mohammed Bin Hassan as country head for Saudi Arabia, adding a local senio...

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Meta launches Meta Compute; will it be for internal or external purposes?

January 14, 2026
Philbert Shih

Meta launched Meta Compute, what is being described as a ‘top-level initiative’ that wil...

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Meta backs more nuclear energy projects as it looks to support GW-level capacity in 2030 and beyond

January 14, 2026
Philbert Shih

Meta disclosed support for a number of nuclear energy projects as it looks to encourage and facilita...

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NTT DATA acquires The Cloud People Group; adds ServiceNow management capabilities

January 14, 2026
Philbert Shih

NTT DATA acquired The Cloud People Group AS, based in Oslo, Norway. ...

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UK startup becomes NVIDIA partner, plots network of AI data centres

January 14, 2026
Sacha Kavanagh

A UK startup, Carbon3.ai, is a new NVIDIA Cloud Partner that has an agreement to deploy NVIDIA HGX B...

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Ark Data Centres details plans for latest London campus

January 14, 2026
Sacha Kavanagh

Ark Data Centres applied for planning permission for a campus on a 7.3ha site of a former hotel in W...

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Vultr rolls out service capabilities for public sector

January 13, 2026
Philbert Shih

Vultr recently rolled out a line of cloud infrastructure services tailored for the public sector. ...

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EU signs MoU to support AI gigafactories

January 13, 2026
Ainsley Woods

The European Investment Bank (EIB) and the European Commission have signed an MoU to accelerate fina...

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Telehouse Canada partners with Megaport for cloud connectivity

January 13, 2026
Vivian Kong

KDDI’s Telehouse Canada entered a partnership with Megaport to bring cloud connectivity options to...

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Cloudflare acquires Replicate; simplifying AI model deployment on cloud

January 13, 2026
Philbert Shih

Cloudflare recently acquired Replicate, a cloud-based platform that enables developers to run, deplo...

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Crusoe brings in former MongoDB executive to take over COO, CFO roles

January 12, 2026
Philbert Shih

Crusoe brought in former MongoDB executive Michael Gordon as COO and CFO. ...

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