Analyst Notes

Nebius contracts Polarnode for Finland capacity

April 9, 2026
Sacha Kavanagh

Nebius will open the first capacity at a new AI factory in Finland in 2027. ...

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Servernah Cloud selects iXAfrica in Kenya for sovereign cloud, AI platform

April 9, 2026
Sacha Kavanagh

iXAfrica’s NBOX1 data centre in Nairobi, Kenya is hosting Servernah Cloud, a sovereign cloud and A...

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CoreWeave closes $8.5b credit facility to support contracted customer infrastructure build

April 8, 2026
Philbert Shih

CoreWeave confirmed closing a $8.5b credit facility. ...

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Airtel-backed Nxtra secures $1b for India data centre expansion

April 8, 2026
Swapna Subramani

Bharti Airtel and its partners committed $1b to expand Nxtra’s data centre business in India, in a...

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DigitalOcean acquires Katanemo Labs; acqui-hire and value-add push for purpose-build cloud

April 8, 2026
Philbert Shih

DigitalOcean acquired AI research firm Katanemo Labs and its open source project Plano. ...

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Fluidstack withdraws from France AI factory as it prioritises the US

April 8, 2026
Sacha Kavanagh

Media reports neocloud Fluidstack pulled out of plans to develop a €10b 1GW AI facility in norther...

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MERLIN Properties capital increase to fund next phase of MERLIN Edged expansion

April 8, 2026
Sacha Kavanagh

MERLIN Properties raised €767m through a capital increase equivalent to 10% of its share capital. ...

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Switch acquires over 300 acres in Las Vegas, Nevada

April 8, 2026
Vivian Kong

Switch has purchased a 140-acre plot in the Apex Industrial Park for $95m in North Las Vegas, Nevada...

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Sharon AI signs GPUaaS agreement with ESDS for cluster in NEXTDC’s Melbourne data centre

April 7, 2026
Jabez Tan

Australian neocloud Sharon AI disclosed signing an initial five-year contact with a total value of U...

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Pure DC plans for growth with multiple senior hires

April 7, 2026
Sacha Kavanagh

Pure Data Centres Group made a couple of key new hires, soon after naming Gary Wojtaszek as executiv...

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OVHcloud acquires Dragon LLM; fine-tuning for specialized, verticalized AI models

April 7, 2026
Philbert Shih

OVHcloud acquired a French startup called Dragon LLM, which formerly went by the name Lingua Custodi...

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Mistral AI secures $830m debt financing for Paris AI deployment

April 7, 2026
Ainsley Woods

France’s Mistral AI confirmed raised $830m in debt financing from a consortium of lenders to s...

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