Analyst Notes

Hurricane Electric deploys two new PoPs in Toronto

March 5, 2026
Vivian Kong

Hurricane Electric, based in California, deployed two new PoPs at Telehouse’s Toronto data centre ...

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Vantage, Altarea plan AI, cloud campus in Bordeaux, France

March 5, 2026
Sacha Kavanagh

Vantage Data Centers is entering France in partnership with French real estate and renewable energy ...

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atNorth secures land for Sweden ‘mega campus’, plans Finland expansion

March 5, 2026
Sacha Kavanagh

atNorth secured land for a 300MW campus in the municipality of Sollefteå in central Sweden. ...

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German neocloud Polarise gets new majority investor

March 5, 2026
Sacha Kavanagh

SWI Stoneweg Icona Group agreed to take a majority stake in Germany-based neocloud and NVIDIA Cloud ...

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GlobalConnect plans new Sweden-Denmark subsea cable to boost Nordics connectivity

March 5, 2026
Sacha Kavanagh

GlobalConnect is building a 92km subsea cable between southern Sweden (Lerkil near Gothenburg) and n...

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Macquarie and KINX owner Gabia partner to develop hyperscale data centres in South Korea

March 4, 2026
Jabez Tan

Macquarie Asset Management (MAM) and Gabia (KINX) formed a partnership to develop hyperscale data ...

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Amazon, AWS make another significant investment in Spain; cloud, AI capacity, supply chain resources

March 4, 2026
Sacha Kavanagh

Amazon announced a €33.7b investment in Spain to expand cloud and AI infrastructure as well as bui...

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Tencent Cloud launches additional AZ in Frankfurt, Germany

March 4, 2026
Philbert Shih

Tencent Cloud launched a new availability zone in Frankfurt, Germany. ...

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Digital Realty expanding innovation labs to APAC, UK

March 4, 2026
Sacha Kavanagh

Digital Realty confirmed plans to roll out its Digital Realty Innovation Lab in Singapore, Japan (To...

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Equinix, CPP Investments to acquire Nordics operator atNorth

March 4, 2026
Sacha Kavanagh

Equinix and CPP Investments reached an agreement to acquire Nordics data centre company atNorth from...

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Yondr refinances part of London campus with inaugural ABS financing

March 4, 2026
Sacha Kavanagh

Yondr Group secured £532m in securitised term notes. ...

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Riot Platforms converts cryptomining site to HPC, signs lease with AMD; AMD cloud delivery and colocation end user?

March 3, 2026
Vivian Kong

Cryptomining firm Riot Platforms has pivoted a part of their business to HPC data centres. The compa...

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