Analyst Notes

Equinix reports 3Q25 results; 900MW of expansion pipeline in the works to double footprint

November 5, 2025
Jabez Tan

Equinix reported its 3Q25 results, which reflected demand coming from both latency-sensitive AI and ...

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IREN secures $9.7b contract with Microsoft

November 5, 2025
Vivian Kong

IREN confirmed it has signed a new multi-year cloud GPU contract with Microsoft. ...

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Related Digital to build for Stargate initiative’s Oracle Cloud and OpenAI in Michigan

November 5, 2025
Philbert Shih

Related Digital confirmed plans to build a hyperscale data centre campus for the Stargate initiative...

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Eaton acquires Boyd Thermal; looking to enhance liquid cooling capabilities, technology

November 5, 2025
Philbert Shih

Summary: Power management company Eaton acquired the Boyd Thermal business, part of Boyd Corporation...

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Vantage Data Centers gets green light for third Cardiff campus

November 5, 2025
Sacha Kavanagh

Vantage Data Centers received planning permission for the first phase of a large development in Brid...

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Equinix acquires permitted and powered land for large North London campus

November 5, 2025
Sacha Kavanagh

Equinix acquired a site in Potters Bar in North London from DC01UK, which had secured the land, powe...

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Stargate UAE construction advances amid NVIDIA supply delays

November 4, 2025
Swapna Subramani

Construction of the 1GW Stargate UAE AI cluster is progressing toward its first 200MW phase slated f...

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Edged Energy breaks ground on new data centre in Iowa

November 4, 2025
Vivian Kong

Edged Energy broke ground on a new data centre in Council Bluffs, Iowa anchoring the Omaha-Council B...

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Digital Realty reports 3Q25 results; enterprise and AI-led demand underpin strong quarter

November 4, 2025
Ainsley Woods

Digital Realty reported its 3Q25 results, it was another strong quarter, driven by record interconne...

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OVHcloud reports FY25 results; breaks €1b revenue mark

November 3, 2025
Sacha Kavanagh

OVHcloud reported its FY25 results. ...

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OpenAI to use $37b of AWS cloud infrastructure

November 3, 2025
Philbert Shih

AWS and OpenAI confirmed a large cloud infrastructure deal. ...

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Applied Digital reports FY1Q26 results; time-to-market and focus on develop, operate driving leasing activity

November 3, 2025
Philbert Shih

Applied Digital reported its 1QFY26 results for the period that ended on August 31, 2025. ...

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