Analyst Notes

Yondr finances to support North America, Europe expansion

June 24, 2026
Sacha Kavanagh

Yondr Group closed two different types of financing to fund expansion in North America and Europe. ...

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BDX Data Centers partners with PLN to secure 1.2 GW of power capacity in Indonesia

June 24, 2026
Louise Seputra

BDX Data Centers, backed by I Squared Capital, confirmed securing a number of power commitments in p...

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Microsoft breaks ground on San Jose data centre campus

June 23, 2026
Vivian Kong

Microsoft broke ground on a new 48MW data centre campus in San Jose, California. ...

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Akamai sees more growth in APAC; names new MD

June 23, 2026
Philbert Shih

Akamai confirmed passing $1b in revenue coming from APAC and brought in leadership to push more grow...

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NVIDIA launches DSX AI factory platform with data centres not quite at the centre yet; NAVER deploying 55MW in South Korea

June 23, 2026
Philbert Shih

NVIDIA launched the NVIDIA DSX platform, a template and blueprint for building AI factories. ...

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Data4 plans €5b investment in AI campus in NW France

June 23, 2026
Sacha Kavanagh

Data4 confirmed it will invest €5b in a new AI campus in Escaudain in the northwest of France, hav...

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TensorWave raises $350m Series B; procures more data centre capacity

June 23, 2026
Philbert Shih

TensorWave confirmed a Series B raise of $350m. ...

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Digital Realty enters Malaysia market; building out footprint of 32MW with interconnection, enterprise focus

June 23, 2026
Jason Zhou

Digital Realty inaugurated its Malaysia data centre platform, anchored in Cyberjaya with plans to sc...

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DigitalOcean shares data points on cost and revenue per megawatt

June 22, 2026
Philbert Shih

DigitalOcean shared some useful data points in recent comments. ...

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Amazon partners with Corning to support connectivity equipment manufacturing capabilities in North Carolina

June 22, 2026
Philbert Shih

Amazon disclosed a new agreement with Corning, a provider of optical fibre, cable and connectivity e...

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Zoom’s second Saudi node lands at center3

June 22, 2026
Swapna Subramani

Zoom Video Communications launched its second data centre in Saudi Arabia, colocated within center3&...

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SM+ Data Centers tops off SMX01 data centre in central Jakarta

June 22, 2026
Fenky Tjhang

Indonesian data centre operator SM+ Data Centers topped off its SMX01 data centre in central Jakarta...

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