Analyst Notes

DigiCo Infrastructure REIT reels in 20MW of new leasing activity in Australia; driven by Sydney

October 9, 2025
Jabez Tan

ASX-listed DigiCo Infrastructure REIT (DGT) disclosed a number of customer wins across its Australia...

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Future Standard acquires Post Road Group digital infrastructure practice

October 8, 2025
Philbert Shih

Alternative investment manager Future Standard confirmed plans to acquire the digital infrastructure...

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OVHcloud launches VMware Cloud Foundation cloud infrastructure service

October 8, 2025
Philbert Shih

OVHcloud rolled out VMware Cloud Foundation (VCF) as-a-Service, a multi-tenant cloud infrastructure ...

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Ooredoo and DE-CIX launch Doha IX

October 8, 2025
Swapna Subramani

Ooredoo and DE-CIX launched Doha IX, Qatar’s first commercial Internet Exchange, now live with ini...

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Digital Realty, DXC and Dell align to speed enterprise AI deployments

October 8, 2025
Swapna Subramani

Digital Realty disclosed a three-way collaboration with DXC Technology and Dell to streamline privat...

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OpenAI considers Argentina for first Latin American Stargate project

October 8, 2025
Vivian Kong

OpenAI is exploring Argentina as the location to host the first Stargate project in LatAm. ...

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Cerebras Systems raises $1.1b in its battle against NVIDIA

October 8, 2025
Sacha Kavanagh

California-based Cerebras Systems completed an over-subscribed $1.1b Series G funding round at a $8....

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Lumen Technologies betting big on fibre network with expansions tailored for hyperscale, AI age

October 7, 2025
Philbert Shih

Lumen Technologies confirmed plans to build out its fibre network across the continental US. ...

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Elea Data Centers receives US$150m in sustainability-linked financing

October 7, 2025
Vivian Kong

Elea Data Centers completed an issuance of US$150m (R$790m) of sustainability-linked bonds, the comp...

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OpenAI data points on revenue growth reported

October 7, 2025
Philbert Shih

Media sources reported some details about OpenAI’s financial performance. ...

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CoreWeave acquires Monolith AI; vertical targeting, accelerating technology development

October 7, 2025
Philbert Shih

CoreWeave confirmed it has reached an agreement to acquire Monolith AI. ...

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Current Hydro partners with Digital Realty for renewable energy

October 7, 2025
Philbert Shih

Hydroelectric power provider Current Hydro signed a renewable energy purchase agreement with Digital...

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