Analyst Notes

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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Google Cloud plans Türkiye region in partnership with Turkcell

January 9, 2026
Sacha Kavanagh

Google Cloud plans to open a new region in Türkiye (Turkey) as part of a $2b investment in the coun...

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Palo Alto Networks, Google Cloud expanding partnership with more integrations, cloud infrastructure consumption

January 8, 2026
Philbert Shih

Palo Alto Networks expanded its partnership with Google Cloud. ...

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Court Square Capital Partners, Pamlico invest in AVANT

January 8, 2026
Philbert Shih

IT services distributor AVANT closed more funding from private equity investors. ...

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VIRTUS Data Centres names new CEO

January 8, 2026
Ainsley Woods

VIRTUS Data Centres named Adam Eaton as CEO, effective immediately. ...

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