Analyst Notes

Nscale agrees to acquisition of AIPCorp for 8GW campus in West Virginia; 1.35GW BTS for Microsoft

March 24, 2026
Sacha Kavanagh

UK-based neocloud Nscale agreed to acquire American Intelligence & Power Corporation (AIPCorp, n...

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Carbon3.ai rebrands to Era4; names former Yondr executive as CFO

March 24, 2026
Sacha Kavanagh

The UK’s Carbon3.ai rebranded to Era4 and appointed Chester Reid as CFO. ...

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DE-CIX takes control of Bulgarian IX

March 24, 2026
Sacha Kavanagh

DE-CIX acquired a majority stake in Bulgarian IX operator BIX.BG, which will become a subsidiary in ...

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Polarise plots second Germany AI factory

March 24, 2026
Sacha Kavanagh

Germany-based neocloud Polarise, which recently took on a new majority owner, confirmed plans for a ...

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OpenAI ups commitment to AWS cloud, Amazon invests in OpenAI; land grab and hedging

March 24, 2026
Philbert Shih

Amazon made a significant investment in OpenAI. OpenAI will also expand its cloud infrastructure com...

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Google signs 1GW of data centre demand response capacity across the US

March 23, 2026
Vivian Kong

Google reportedly integrated 1GW of data centre demand response capacity into contracts with utility...

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Scaleway launches cloud region in Milan

March 23, 2026
Ainsley Woods

Iliad Group-owned and France-based cloud infrastructure provider Scaleway has launched a new cloud r...

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Rackspace partners with Rubrik for UK-based sovereign cloud security service

March 23, 2026
Philbert Shih

Rackspace partnered with security and backup provider Rubrik to enable a UK sovereign cloud offering...

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Google to build data centre campus near Detroit, Michigan

March 23, 2026
Vivian Kong

Google was revealed to be behind a data centre project nicknamed Project Cannoli in Van Buren Townsh...

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WSS: Chinese hyperscaler earnings show compute surge is global; AI is the driver and providing uplift for traditional cloud

March 23, 2026
Philbert Shih

The sector hit the end of earnings season this past week as the Chinese hyperscalers reported result...

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Digital Realty gets the green light for sixth and largest Marseille data centre

March 20, 2026
Sacha Kavanagh

Digital Realty received planning permission for its sixth data centre in Marseille, France. ...

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Nebius hires to drive growth in US, APAC markets

March 20, 2026
Sacha Kavanagh

Amsterdam-based and Nasdaq-listed neocloud Nebius is expanding globally with new hires to drive grow...

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