Analyst Notes

Nscale raises $2b in Series C funding

March 10, 2026
Sacha Kavanagh

UK-based neocloud Nscale raised $2b in Series C funding, less than a month after securing $1.4b in G...

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US-Israel war on Iran; implications for data centres and AI infrastructure

March 10, 2026
Swapna Subramani

The US-Israel-Iran war has reached its 1-week threshold with no signs of de-escalation from either s...

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Equinix reports 4Q25 results; record bookings of $474m as AI workloads drive 60% of largest deals

March 9, 2026
Jabez Tan

Equinix reported its 4Q25 results, which reflected record bookings, accelerating MRR growth and stro...

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American Tower reports 4Q25 results; steady growth in data centre business

March 9, 2026
Vivian Kong

American Tower reported its 4Q25 results, including data points and KPIs around the CoreSite data ce...

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Digital Realty confirms plans for Lisbon, Portugal

March 9, 2026
Sacha Kavanagh

Digital Realty confirmed it would enter Lisbon, Portugal after announcing it had acquired land and a...

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WSS: Earnings seasons showing more growth acceleration, while leasing and expansion continues against backdrop of armed conflict in Middle East

March 9, 2026
Philbert Shih

The past few weeks have seen a number of companies from across the ecosystem report earnings. Last w...

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Equinix partners with Hanley Energy; aiming for faster lead times on key data centre equipment

March 6, 2026
Sacha Kavanagh

Equinix committed to spend at least $70m annually for five years, extendable to 10 years, on power e...

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EdgeConneX plans first Sweden data centre capacity

March 6, 2026
Sacha Kavanagh

EdgeConneX announced its planned entry into Sweden. ...

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Google partners with Xcel Energy to power new data centre in Minnesota

March 5, 2026
Vivian Kong

Google and Xcel Energy entered a partnership to build a new data centre in Pine Island, Minnesota. ...

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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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