Analyst Notes

Fleet Data Centers closes on $3.8b secured notes for Reno, Nevada data centre

March 27, 2026
Vivian Kong

Fleet Data Centers, the data centre development and operating arm of Tract Capital, closed on the pr...

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APG to acquire stake in NorthC alongside Antin Infrastructure Partners

March 27, 2026
Ainsley Woods

APG, on behalf of Dutch pension fund ABP and Swiss pension investors, has agreed to acquire a 37.5% ...

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UK mulls reform as speculative grid connection requests thwart viable data centre projects

March 27, 2026
Sacha Kavanagh

The UK government is planning to introduce reforms to the grid connection process to prioritise stra...

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OpenAI and Anthropic growth rates continue to push forward aggressively

March 26, 2026
Philbert Shih

Media reports provided updates on OpenAI and Anthropic’s growth trajectory. ...

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eStruxture raises CA$150m in ABS for data centre development

March 26, 2026
Vivian Kong

Canadian data centre provider eStruxture raised CA$150m in ABS securities. ...

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Anthropic opens offices in APAC; India and Australia; compute implications

March 26, 2026
Swapna Subramani

Anthropic confirmed plans to establish permanent offices in India and Australia, to go along with th...

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Update on MERLIN Edged expansion plans in multiple Iberian markets

March 26, 2026
Sacha Kavanagh

MERLIN Properties delivered an update to its Phase III plans, adding to detail on the first two phas...

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Ark Data Centres selects Barcelona for second international market

March 26, 2026
Sacha Kavanagh

The UK’s Ark Data Centres acquired a 30k plot of industrial land in Barcelona with plans to invest...

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SEGRO to develop powered shell data centre in Slough, London

March 26, 2026
Sacha Kavanagh

SEGRO signed an agreement to develop a powered shell facility on the Slough Trading Estate for an ex...

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Core Scientific closes on $500m from JPMorgan Chase

March 25, 2026
Vivian Kong

Data centre operator Core Scientific closed on a $500m commitment by JPMorgan Chase. ...

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Equinix signs virtual PPA with Japan’s ENEOS Renewable Energy

March 25, 2026
Philbert Shih

Equinix agreed to a virtual PPA with Japan-based ENEOS Renewable Energy Corporation. ...

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Duos Edge AI deploys second edge data centre in Amarillo, Texas

March 25, 2026
Vivian Kong

Duos Edge AI, a subsidiary of Duos Technologies Group, deployed its second edge data centre in Amari...

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