Analyst Notes

Snowhawk, Nuveen make investment in Prime Data Centers

August 5, 2025
Philbert Shih

Private equity firms Snowhawk and Nuveen acquired a stake in Prime Data Centers. ...

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NTT Data Center REIT lists on Singapore Exchange

August 5, 2025
Justin Saputra

NTT listed its data centre real estate investment trust, NTT Global Data Centers REIT, on the Singap...

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Equinix reports 2Q25 results; strong enterprise deal activity, cross and intra-regional buying

August 4, 2025
Jabez Tan

Equinix reported its 2Q25 results, which reflected strength coming from small- and medium-sized deal...

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Digital Realty reports 2Q25 results; enterprise leasing sets new record as interconnection gains momentum

August 4, 2025
Ainsley Woods

Summary: Digital Realty reported its 2Q25 results, showing strong performance led by record levels o...

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eStruxture secures financing for Canadian data centre development

August 4, 2025
Vivian Kong

Canadian operator eStruxture raised a total of CA$1.35b (~US$975m) in financing to fund the developm...

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Meta reports 2Q25 results; updated CapEx outlook, more AI infrastructure investments

August 4, 2025
Philbert Shih

Meta reported its 2Q25 results and shared important data points about its data centre requirements a...

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OpenAI chooses Nscale, Aker for Stargate Norway facility

August 4, 2025
Sacha Kavanagh

OpenAI will open a data centre in Norway in partnership with UK-based neocloud Nscale and Norwegian ...

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WSS: Hyperscalers earnings show accelerating growth and investment levels as demand continues to outpace supply

August 4, 2025
Philbert Shih

The past week saw earnings season pick up pace and we got more visibility into the performance of t...

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Switch Datacenters secures land, permits for Warsaw data centre

August 3, 2025
Sacha Kavanagh

Switch Datacenters confirmed it had acquired land and received permits for a data centre in Warsaw, ...

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Fastly looks internally for new CEO

August 1, 2025
Philbert Shih

astly elevated its chief product officer Kip Compton to the CEO position. ...

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Amazon reports 2Q25 results; growth acceleration and CapEx upticks amid ongoing supply and demand imbalance

August 1, 2025
Philbert Shih

Amazon reported its 2Q25 results, which showed some steady growth acceleration and an increase in Ca...

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Microsoft reports 4QFY25 and FY25 results; Azure growth, CapEx acceleration in face of strong demand signals

August 1, 2025
Philbert Shih

Microsoft reported its 4QFY25 results, which showed accelerating revenue growth for Azure even as th...

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