Analyst Notes

Bitdeer acquires more land for future expansion potential

September 24, 2026
Philbert Shih

Bitdeer confirmed the acquisition of 200 acres of land in Milam County, Texas, which is near its Roc...

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Opti9 acquires Hut 8 managed infrastructure, cloud customers

September 24, 2026
Philbert Shih

MSP Opti9 Technologies acquired the Canada-based traditional managed infrastructure and cloud busine...

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Meta plans expansion in Eagle Mountain, Utah

September 24, 2026
Vivian Kong

Meta revealed plans to expand its Eagle Mountain data centre campus in Utah. ...

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Rackspace rolls out VMware-base cloud infrastructure service

September 24, 2026
Philbert Shih

Rackspace rolled out Rackspace Cloud, a multi-tenant cloud infrastructure service enabled by Broadco...

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Digital Realty to develop cable landing station in Los Angeles

September 24, 2026
Vivian Kong

Digital Realty shared plans to develop a new cable landing station at its LAX12 data centre in Los A...

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SpaceX reports 2Q26 results; cloud infrastructure, CapEx metrics revealed

September 23, 2026
Philbert Shih

SpaceX reported its 2Q26 results, which provided details about the early-stage AI business, which is...

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AWS reportedly behind planned data centre campus in north Greece

September 23, 2026
Sacha Kavanagh

Greek power company Public Power Corporation (PPC) is planning a campus in northern Greece that coul...

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Ex-Global Switch directors launch new European data centre platform Astor

September 23, 2026
Sacha Kavanagh

A new company launched to target the next wave of tier one markets in Europe with ready-to-build pow...

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Yotta plans 80k Nvidia Vera Rubin GPUs in $12b India expansion

September 23, 2026
Swapna Subramani

Yotta Data Services, the Hiranandani Group-backed infrastructure operator, confirmed plans to deploy...

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Anthropic reportedly working on gigawatt-level deployment in Australia

September 23, 2026
Philbert Shih

Industry chatter indicates a large installation for Anthropic is being prepared in Australia. ...

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Crusoe raises $3.9b in Series F round; shares data points on momentum

September 22, 2026
Philbert Shih

Crusoe confirmed initial closing of a $3.9b Series F round at a post-money valuation of $30.9b. ...

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NTT DATA commits $1.5b to AI-ready data centres in India

September 22, 2026
Swapna Subramani

NTT DATA confirmed plans to invest $1.5b over three years to expand AI-ready data centre capacity in...

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