Analyst Notes

Microsoft, Mistral AI deepen ties; Azure cloud customers to deploy on Mistral infrastructure, use Mistral models

August 12, 2026
Sacha Kavanagh

Microsoft deepened its partnership with France-based Mistral AI to expand its Europe-based GPU capac...

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5C Group raises $605m for US data centre development

August 12, 2026
Vivian Kong

5C Group confirmed it has closed on $605m in new debt financing led by Brookfield. This follows the ...

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Nscale acquires Anyscale; adding technology, managed services for full spectrum of AI development

August 12, 2026
Philbert Shih

Nscale acquired Anyscale, a software platform built on open source that helps end users build and sc...

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CoreWeave reports 2Q26 results; strong revenue growth set to accelerate with capacity and execution tracking

August 12, 2026
Philbert Shih

CoreWeave reported its 2Q26 results, which showed more aggressive top-line revenue growth, driven by...

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Fastly reports stable 2Q26 results

August 11, 2026
Philbert Shih

Fastly, a cloud infrastructure and CDN provider, reported its 2Q26 results. ...

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Microsoft opens fourth India cloud region in Hyderabad

August 11, 2026
Swapna Subramani

Microsoft launched India South Central, a new Azure cloud region in Hyderabad. ...

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TeraWulf reports 2Q26 results; moving contracts to operational and lease-generating capacity

August 11, 2026
Philbert Shih

TeraWulf reported its 2Q26 results, which showed more data centre revenue growth coming from the dat...

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STT GDC reveals plans to build out 360MW in Jakarta; tops off STT Jakarta 4, breaks ground on STT Jakarta 5, STT Jakarta 6

August 11, 2026
Louise Seputra

ST Global Data Centres confirmed plans for a significant expansion of its STT Jakarta data centre ca...

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Orange to contribute France data centres to new platform, JV with Morrison

August 11, 2026
Sacha Kavanagh

Orange is planning a 50:50 JV with global infrastructure investor Morrison to create a French data c...

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Cloudflare reports 2Q26 results; cloud infrastructure a driver behind growth acceleration, overall dynamics

August 10, 2026
Philbert Shih

Cloudflare reported its 2Q26 results, which showed more healthy growth trends as cloud infrastructur...

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DigitalOcean reports 2Q26 results; growth acceleration and flywheel effect building, footprint up to 155MW

August 10, 2026
Philbert Shih

DigitalOcean reported its 2Q26 results, which showed more revenue growth acceleration as DigitalOcea...

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Akamai reports 2Q26 results; cloud growth set to accelerate after more momentum in large cloud deal wins

August 10, 2026
Philbert Shih

Akamai reported its 2Q26 results, which included a break-out for the cloud infrastructure business. ...

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