Analyst Notes

MI: The next hyperscalers made moves that provides clues to future steps to be taken

June 30, 2026
Philbert Shih

The identity of the next hyperscale cloud platforms will go a long way to determining what data cent...

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MI: Hyperscale CapEx levels continue to rise

June 30, 2026
Philbert Shih

The past month saw more evidence that CapEx investment level continue to rise. ...

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MI: Kuala Lumpur sees activity and market entry as Johor and hyperscale drive Malaysia market maturity

June 30, 2026
Philbert Shih

The past month saw a number of developments coming out of Kuala Lumpur, Malaysia. ...

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Hut 8 reports 1Q26 results; signs second major lease for 352MW

June 29, 2026
Philbert Shih

Hut 8 recently reported its 1Q26 results and disclosed details about a new data centre lease in west...

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Verne breaks ground on first phase of Mäntsälä campus

June 29, 2026
Ainsley Woods

Verne confirmed breaking ground on the first 70MW phase of its planned data centre campus in Mänts�...

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CtrlS secures $815m commitment from CPP Investments for operating platform and JV

June 29, 2026
Swapna Subramani

India-based data centre operator CtrlS Datacenters confirmed securing an investment commitment of up...

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Groq raises $650m to pivot business to cloud infrastructure service delivery

June 29, 2026
Philbert Shih

Groq confirmed a capital raise of $650m, led by Disruptive and Infinitum, along with existing invest...

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Crusoe shares details about contracted capacity levels and development pipeline

June 29, 2026
Philbert Shih

Crusoe disclosed details about its current development pipeline. ...

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SpaceXAI signs another customer for cloud infrastructure services at data centres in Memphis, TN

June 29, 2026
Philbert Shih

Various media outlets report that SpaceXAI has signed a third cloud infrastructure deal for its Colo...

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WSS: More new company formation and vendor production levels signal growth trajectory of sector

June 29, 2026
Philbert Shih

Capital raising and new data centre operating company formation continues to take place across the l...

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Oman five-party consortium signs JDA for 150MW green data centre

June 26, 2026
Swapna Subramani

Five companies, Italian firms RINA, Vitali and Forte Secur Group, alongside Oman’s Dream Group...

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AWS changes network design to drive operating efficiency

June 26, 2026
Philbert Shih

AWS released details about a new network design that is aimed at driving operating efficiency in the...

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