Analyst Notes

Equinix, CPP Investments to acquire Nordics operator atNorth

March 4, 2026
Sacha Kavanagh

Equinix and CPP Investments reached an agreement to acquire Nordics data centre company atNorth from...

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Yondr refinances part of London campus with inaugural ABS financing

March 4, 2026
Sacha Kavanagh

Yondr Group secured £532m in securitised term notes. ...

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Riot Platforms converts cryptomining site to HPC, signs lease with AMD; AMD cloud delivery and colocation end user?

March 3, 2026
Vivian Kong

Cryptomining firm Riot Platforms has pivoted a part of their business to HPC data centres. The compa...

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British Columbia and BC Hydro introduces Bill 31 to limit data centre projects

March 3, 2026
Vivian Kong

The province of British Columbia and local utility provider BC Hydro are introducing a competitive p...

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Digital Realty enters Bulgaria with Telepoint acquisition

March 3, 2026
Sacha Kavanagh

Digital Realty entered the Bulgaria market with the acquisition of Telepoint, which operates two dat...

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NTT DATA secures enterprise and hyperscale lease agreements in US

March 3, 2026
Vivian Kong

NTT Global Data Centers secured four leases totalling nearly 115MW across its campuses in the US. ...

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DigitalOcean reports 4Q25 results; growth acceleration driven by agentic AI, inferencing

March 3, 2026
Philbert Shih

DigitalOcean reported its 4Q25 results, which showed meaningful growth acceleration. ...

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Echelon secures €1.7b to fund European expansion

March 3, 2026
Sacha Kavanagh

Ireland-based Echelon Data Centres close an initial €1.7b loan financing from Morgan Stanley to fu...

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AWS outage in UAE, Bahrain highlights regional cloud vulnerability, need for contingency plans

March 2, 2026
Swapna Subramani

AWS reported disruptions across its UAE and Bahrain cloud infrastructure regions after unidentified ...

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Digital Edge secures 83MW solar PPA for Navi Mumbai data centre campus

March 2, 2026
Swapna Subramani

Digital Edge’s 83MW solar power purchase agreement with Hexa Climate Solutions marks a meaningful ...

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CoreWeave reports 4Q25 results; demand continues to outpace supply as capacity construction pushes forward

March 2, 2026
Philbert Shih

CoreWeave reported its 4Q25 results, which showed more aggressive growth backed by strong contracted...

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Rackspace reports 4Q25 results; shifting away from infrastructure to more DevOps-oriented and engineering posture

March 2, 2026
Philbert Shih

Rackspace reported its 4Q25 results, which was relatively even compared to the previous quarter, but...

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