Analyst Notes

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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AWS rolls out DevOps Agent driven by AI

January 12, 2026
Philbert Shih

AWS rolled out a new product called DevOps Agent, an AI-driven tool that helps end users understand ...

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Applied Digital reports FY2Q26 results; leasing success pushing momentum forward with active pipeline

January 12, 2026
Philbert Shih

Applied Digital reported its FY2Q26 results for the period ending November 30, 2025. ...

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Lambda working on another capital raise; reports on revenue base and growth rate

January 12, 2026
Philbert Shih

Media reports indicate neocloud Lambda is working on a capital raise in advance of a potential IPO l...

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DayOne raises over $2b for Europe, APAC expansion

January 12, 2026
Sacha Kavanagh

Singapore-based DayOne Data Centers entered into definitive agreements for over $2b in Series C equi...

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WSS: M&A, strategic moves and more new company formation mark the transition into the new year

January 12, 2026
Philbert Shih

The first week of the year is often about picking up from the slower last month of the previous year...

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Property developer outlines plans for Cape Town, Jo’burg campuses in South Africa

January 9, 2026
Sacha Kavanagh

South African property developer The Cavaleros Group announced two campuses in the country in partne...

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Iberdrola to accelerate AI use with Azure, signs Spain PPAs with Microsoft

January 9, 2026
Sacha Kavanagh

Spain-based energy group Iberdrola will expand its use of Microsoft Azure, and deploy Microsoft Copi...

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Quadrivium Digital outlines progress in Genoa, Crete; plans new markets

January 9, 2026
Sacha Kavanagh

Quadrivium Digital, which launched in 2024, gave an update on the two projects it has underway in so...

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