Analyst Notes

AWS launches Athens, Greece Local Zones edge node

August 4, 2026
Ainsley Woods

AWS launched its Athens Local Zones node, marking its first cloud infrastructure deployment in Greec...

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atNorth selects YIT to build latest Finland data centre

August 4, 2026
Sacha Kavanagh

atNorth and Finnish construction company YIT agreed the design and construction of a new data centre...

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Microsoft reports 4QFY26 results; accelerating growth pushed forward by operating improvements that brought additional capacity online

August 3, 2026
Philbert Shih

Microsoft reported its 4QFY26 results, which showed more Azure revenue growth acceleration. Demand l...

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Iron Mountain breaks ground on Richmond, VA data centre campus

August 3, 2026
Vivian Kong

Iron Mountain has started construction on RCH-1, the first data centre of its 66-acre campus in Rich...

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Meta brings online new data centre in Temple, Texas

August 3, 2026
Vivian Kong

Meta went live with its newest data centre campus in Temple, Texas. ...

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CoreWeave wins quantitive trading firm Flow Traders for cloud infrastructure services

August 3, 2026
Philbert Shih

CoreWeave disclosed Amsterdam-based trading firm Flow Traders as a new cloud infrastructure customer...

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Amazon reports 2Q26 results; more growth acceleration and CapEx increases

August 3, 2026
Philbert Shih

Amazon reported its 2Q26 results, which showed more growth acceleration and a CapEx increase amid on...

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Yondr sells stake in London data centres

August 3, 2026
Sacha Kavanagh

Yondr Group agreed to sell agreed to sell a majority stake in two of its operational data centres in...

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WSS: Hyperscale growth acceleration building as hunt for capacity continues to intensify

August 3, 2026
Philbert Shih

The past week saw earnings season pick up pace and we took a closer look at the results coming from ...

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MI: Ability to execute still being evaluated, but there are success cases emerging

July 31, 2026
Philbert Shih

Execution on delivering data centre capacity remains a challenge as requirements rise, time-to-marke...

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MI: Early returns from earnings season points to more growth acceleration across cloud platforms

July 31, 2026
Philbert Shih

Earnings season is getting underway and the early returns suggest the sector is set to see even more...

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MI: APAC data centre operators continue to raise capital for data centre builds, expansion

July 31, 2026
Philbert Shih

There was a material volume of capital raising activity from APAC-based data centre operating platfo...

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