Analyst Notes

Greater scrutiny for US cloud providers to UK financial sector

August 14, 2026
Sacha Kavanagh

Effective July 13, the UK government designated four US cloud providers – AWS, Google Cloud, Micro...

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GoDaddy reports 2Q26 results; value-add growing faster than core

August 14, 2026
Philbert Shih

GoDaddy reported its 2Q26 results. ...

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CapitaLand India Trust gains first right on sponsor’s data centre pipeline

August 14, 2026
Swapna Subramani

CapitaLand India Trust (CLINT) secured an option to acquire up to one-third of any new data centre i...

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Together AI raises $800m Series C round

August 13, 2026
Philbert Shih

Neocloud Together AI raised $800m in a Series C round. ...

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Backblaze reports 2Q26 results; neocloud growth driving things forward

August 13, 2026
Philbert Shih

Publicly listed cloud storage provider Backblaze reported its 2Q26 results. ...

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CoreWeave partners with Solidigm to secure SSD capacity in the face of constrains and rapid growth

August 13, 2026
Philbert Shih

CoreWeave signed a multi-year agreement with Solidigm to give it access to storage infrastructure ca...

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Scaleway secures sovereign cloud contract from Airbus

August 13, 2026
Sacha Kavanagh

Airbus selected France-based webscaler Scaleway, part of iliad Group, as its sovereign cloud partner...

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Parks plans 5MW data centre in Rio Grande do Sul

August 13, 2026
Vivian Kong

Brazilian telecommunications equipment manufacturer Parks plans to invest R$500m (~US$97m) for a 5MW...

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True IDC to build seventh data centre in northern Bangkok

August 13, 2026
Louise Seputra

True IDC, part of the Charoen Pokphand Group in Thailand, disclosed plans to invest more than THB 6b...

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Galaxy Digital reports 2Q26 results; CoreWeave starting to ramp

August 12, 2026
Philbert Shih

Galaxy Digital reported its 2Q26 results, which included revenue from data centre leasing for the fi...

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Flexential acquires 110 acres in Dallas for data centre development

August 12, 2026
Vivian Kong

Flexential purchased 110 acres in Talty, Texas to the southeast of Dallas. ...

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AWS takes AWS Interconnect into GA; adds support for OCI, with Microsoft Azure to come

August 12, 2026
Philbert Shih

AWS moved AWS Interconnect – multicloud into GA, adding support for OCI. ...

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