Analyst Notes
STT GDC reveals plans to build out 360MW in Jakarta; tops off STT Jakarta 4, breaks ground on STT Jakarta 5, STT Jakarta 6
Read more...Cloudflare reports 2Q26 results; cloud infrastructure a driver behind growth acceleration, overall dynamics
Read more...DigitalOcean reports 2Q26 results; growth acceleration and flywheel effect building, footprint up to 155MW
Read more...Akamai reports 2Q26 results; cloud growth set to accelerate after more momentum in large cloud deal wins
Read more...Cerebras reports 1Q26 results; strong growth as AWS, OpenAI contracts progress, driving demand for data centre capacity
Read more...WSS: Earnings seasons shows growth acceleration across the board as CoreWeave moves global expansion to APAC in pursuit of land and energy in a constrained environment
Read more...Yondr and Cerberus partner to develop 72MW data centre campus in Northern Virginia
Yondr has acquired a 40-acre site in Manassas, Virginia for a data centre campus. ...
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