Analyst Notes

CoreWeave provides cloud services for Rescale digital engineering

September 4, 2026
Philbert Shih

CoreWeave confirmed Rescale as a new cloud infrastructure customer. ...

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NVIDIA partners with financial firms to build $500b dedicated pool of capital

September 4, 2026
Philbert Shih

NVIDIA confirmed partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR,...

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Denmark puts data centres at the back of the grid queue

September 4, 2026
Sacha Kavanagh

Denmark introduced an emergency law for access to power to replace the first-come, first-served syst...

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Scottish government requests greater visibility in data centre planning applications

September 4, 2026
Sacha Kavanagh

The Scottish government approved a new directive that requires local authorities to inform it of any...

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SK Telecom to spin off data centre and submarine cable businesses into SK Horizon; KKR and IMM consortium to acquire 49%

September 4, 2026
Jabez Tan

SK Telecom will spin off SK Broadband’s data centre, CDN and submarine cable businesses into a sep...

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Rackspace reports 2Q26 results; slow growth as transition continues to enterprise AI

September 3, 2026
Philbert Shih

Racksapce reported its 2Q26 reuslts, which showed sluggish growth and continue to reflect a company ...

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CoreWeave wins Hudson River Training for cloud infrastructure

September 3, 2026
Philbert Shih

CoreWeave disclosed Hudson River Trading as a new cloud infrastructure customer. ...

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NVIDIA and AWS expand plans; deploying 2m additional GPUs on AWS cloud

September 3, 2026
Philbert Shih

NVIDIA and AWS confirmed plans to expand GPU capacity on the AWS cloud, while deepening technologica...

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Mistral, Humain partner on Saudi sovereign AI

September 3, 2026
Swapna Subramani

French AI lab Mistral and Saudi state-backed AI venture Humain partnered to explore joint deployment...

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Microsoft a step closer to building in eastern France

September 3, 2026
Sacha Kavanagh

Microsoft’s self-build plans in Mulhouse in eastern France are a step closer to reality with the c...

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Goodman secures first hyperscale tenant at Tsukuba Campus in Tokyo; targets early 2028 RFS

September 2, 2026
Jabez Tan

Goodman signed a 20-year lease with an unnamed global hyperscale tenant for the first 50MW phase of ...

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Qumulus AI reports 2Q26 results; cloud contracts signed, customers ramping

September 2, 2026
Philbert Shih

Qumulus AI reported its 2Q26 results, which was its first as a listed company. ...

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