Analyst Notes

Applied Digital signs lease for Delta Forge 1 with US-based hyperscaler; third major customer

April 27, 2026
Philbert Shih

Applied Digital confirmed signing a third hyperscale-level customer for its Delta Forge 1 data centr...

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DataBank secures $2b for Red Oak, Texas campus

April 27, 2026
Vivian Kong

DataBank secured a $2b construction loan to fund the build-out of three data centres on its new Red ...

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Cloudflare rolls outs enhancements to Agent Cloud for agentic software

April 27, 2026
Philbert Shih

Cloudflare rolled out enhancements to its Agent Cloud, a cloud infrastructure service tailored for t...

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Edinburgh moots temporary moratorium on large-load data centres

April 27, 2026
Sacha Kavanagh

In Scotland, Edinburgh Council approved a motion to go ahead with plans for a temporary ban on the d...

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WSS: Amazon continues to innovate amid aggressive growth; India sees uptick in development activity

April 27, 2026
Philbert Shih

A busy week saw a lot of activity around Amazon and the AWS cloud infrastructure platform. CEO Andy ...

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Oracle Cloud, AWS expand interoperability with direct interconnection service

April 24, 2026
Philbert Shih

Oracle Cloud expanded its multi-cloud networking capabilities with AWS. ...

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Bloom Energy and Oracle partner for 2.8GW of energy in the US

April 24, 2026
Vivian Kong

Bloom Energy expanded its partnership with Oracle to build out up to 2.8GW of energy from Bloom’s ...

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Data centre moratorium passed in Sunbury, Ohio; development paused until 2027

April 24, 2026
Vivian Kong

Sunbury City Council has approved a moratorium on data centre development until January 31, 2027 aft...

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Kao Data CFO Matthew Harris to step down

April 24, 2026
Ainsley Woods

Kao Data’s chief financial officer, Matthew Harris, will step down from his role at the end of Jun...

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NAVER Cloud expanding partnership with AMD; building out Gak Sejong data centre in South Korea at faster pace

April 23, 2026
Philbert Shih

NAVER will use AMD-based silicon to power its cloud infrastructure services and recently confirmed e...

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Princeton Digital Group starts MU2 build as India scale-up advances

April 23, 2026
Swapna Subramani

Princeton Digital Group began construction at MU2 in Mumbai. ...

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Tillion Data Centres discusses strategy, Zaragoza project in Spain

April 23, 2026
Sacha Kavanagh

We caught up with management at Tillion Data Centres which was launched a year ago by Spain-based Az...

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