Analyst Notes

Perplexity to use CoreWeave for inference workloads, fine-tuning

March 11, 2026
Philbert Shih

CoreWeave confirmed that AI platform Perplexity will run on its cloud infrastructure platform. ...

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Applied Digital offering notes to support data centre construction

March 11, 2026
Philbert Shih

Applied Digital confirmed it would offer $2.15b in senior secured notes due 2031 to support construc...

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Digital Realty hosts university DLC deployment in London

March 11, 2026
Sacha Kavanagh

Imperial College London selected Digital Realty’s Woking data centre in south London to host its f...

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Equinix names new MD for Spain; predecessor takes on VP role

March 11, 2026
Sacha Kavanagh

Equinix named Valentin Pinuaga as MD for Spain. ...

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AirTrunk secures US$1.2 green loan financing in Japan for data centre campus build-out

March 10, 2026
Jabez Tan

AirTrunk secured a JP¥191.6b (US$1.24b) green loan to support the refinancing and continued develop...

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Submer acquires telco GPUaaS provider Radian Arc; plots European data centres, makes moves in India

March 10, 2026
Philbert Shih

There have been a few developments at Barcelona-based Submer recently as it moves up the stack from ...

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Stellanor Datacenters hires new CCO

March 10, 2026
Sacha Kavanagh

New venture Stellanor, backed by DWS and launched last October when it agreed to acquire Redcentric�...

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Core Scientific reports 4Q25 results; more capacity coming online, expansion in Texas

March 10, 2026
Vivian Kong

Core Scientific reported its 4Q25 results, with notable data points on its growing high-density colo...

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Nscale raises $2b in Series C funding

March 10, 2026
Sacha Kavanagh

UK-based neocloud Nscale raised $2b in Series C funding, less than a month after securing $1.4b in G...

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US-Israel war on Iran; implications for data centres and AI infrastructure

March 10, 2026
Swapna Subramani

The US-Israel-Iran war has reached its 1-week threshold with no signs of de-escalation from either s...

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Equinix reports 4Q25 results; record bookings of $474m as AI workloads drive 60% of largest deals

March 9, 2026
Jabez Tan

Equinix reported its 4Q25 results, which reflected record bookings, accelerating MRR growth and stro...

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American Tower reports 4Q25 results; steady growth in data centre business

March 9, 2026
Vivian Kong

American Tower reported its 4Q25 results, including data points and KPIs around the CoreSite data ce...

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