Analyst Notes

Meta leases 168MW built-to-suit AI campus from Reliance in Jamnagar

June 17, 2026
Swapna Subramani

Reliance Industries (RIL) and Meta Platforms have entered an agreement under which RIL will design, ...

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nLighten names ex-Pure DC, Kao Data executives as CEO, CFO

June 17, 2026
Sacha Kavanagh

A change in leadership at nLighten as Dawn Childs joins as CEO and Matthew Harris as CFO. ...

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KPN taps Schwarz Digits, targets 2027 for Dutch sovereign cloud

June 17, 2026
Sacha Kavanagh

Dutch telco KPN is planning to launch a sovereign cloud in the Netherlands next year in partnership ...

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Applied Digital signs hyperscale tenant for third major data centre lease

June 16, 2026
Philbert Shih

Applied Digital signed another significant data centre lease with an investment-grade hyperscale cus...

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Gorilla Technology procures data centre capacity from NeutraDC for AI workloads

June 16, 2026
Fenky Tjhang

Nasdaq-listed and UK-based Gorilla Technology Group confirmed acquiring data centre capacity from In...

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CoreWeave rolls out CoreWeave SandBoxes; going after integrated setup for fine-tuning, reinforcement learning

June 16, 2026
Philbert Shih

CoreWeave rolled out CoreWeave SandBoxes, a service that provides isolated cloud infrastructure envi...

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Singapore confirms data centre capacity expansion beyond current 1.4GW

June 16, 2026
Jason Zhou

Singapore’s Minister for Digital Development and Information Josephine Teo confirmed during he...

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DigitalOcean adds to senior management team

June 15, 2026
Philbert Shih

DigitalOcean expanded its senior management team. ...

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Industry veteran Chad Williams launches new data centre operating platform QII

June 15, 2026
Philbert Shih

Kansas City-based family office Quality Growth Companies (QGC) launched QII (pronounced Q2), a new h...

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Oracle reports 4QFY26 results; more growth acceleration and RPO detail speaks to upside

June 15, 2026
Philbert Shih

Oracle reported its 4QFY26 results, for the year ending May 31, 2026. Oracle continues to see aggres...

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OVHcloud reports 1HFY26 results; altering target markets, focus

June 15, 2026
Philbert Shih

OVHcloud recently reported its 1HFY2026 results. ...

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Google Cloud to run on SpaceXAI cloud infrastructure for additional capacity

June 15, 2026
Philbert Shih

Google amended its S-1 filing and disclosed entering into a cloud infrastructure agreement with Spac...

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