Analyst Notes

Duke Energy adds more data centre, hyperscale energy commitments

February 26, 2026
Philbert Shih

Duke Energy shared data points about data centre demand in its 4Q25 results. ...

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Vantage Data Centers secures $2.4b in debt financing

February 26, 2026
Vivian Kong

Vantage Data Centers has secured a $2.4b debt facility arranged by Ares Management. ...

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Ooredoo-Oracle advance sovereign AI cloud in Qatar with Oracle Alloy

February 26, 2026
Swapna Subramani

Ooredoo and Oracle confirmed expansion of a partnership and collaboration to deliver sovereign AI an...

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MediTerra rounds out Mediterranean platform with Barcelona plans, Sicily acquisition

February 26, 2026
Sacha Kavanagh

MediTerra Datacenters acquired a data centre in Sicily, Italy and confirmed its entry into the Barce...

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Oracle Database@AWS goes live in Canada, Australia

February 25, 2026
Philbert Shih

Oracle confirmed Oracle Database@AWS is now available in two additional AWS cloud regions: one in Ca...

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AMD partners with Meta and backstops Crusoe; pushing go-to market for AI

February 25, 2026
Philbert Shih

AMD is pushing forward and trying to build out market share through hyperscale customers and a young...

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CleanArc Data Centers develops 245MW campus in Dallas

February 25, 2026
Vivian Kong

CleanArc Data Centers shared plans for a new 245MW data centre campus in central Dallas. ...

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India shares blueprint, initiatives for AI development at AI Impact Summit 2026

February 25, 2026
Swapna Subramani

The India AI Impact Summit 2026 was hosted February 16-20 in New Delhi. Prime Minister Modi inaugura...

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Adani commits $100b to build India’s sovereign AI infrastructure

February 25, 2026
Swapna Subramani

Adani Group committed $100b to develop renewable-powered, hyperscale and AI-ready data centres and a...

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STT GDC expands Chennai data centre capacity; still evaluating strategic options

February 25, 2026
Swapna Subramani

STT GDC India confirmed commissioning of a new data centre in Chennai. ...

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ESR marks India debut with 60MW Navi Mumbai data centre

February 25, 2026
Swapna Subramani

ESR marked its India data centre market entry debut with confirmation of a 60MW data centre developm...

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Amazon to invest $12b in Louisiana for new data centre campuses

February 24, 2026
Vivian Kong

Amazon shared plans to invest $12b to build out new campuses in Louisiana. ...

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