Analyst Notes

1Q26 IB: Service provider delivery channel gaining more support from suppliers

May 22, 2026
Philbert Shih

AMD continues to build out its service delivery ecosystem and like NVIDIA, is focused on infrastruct...

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1Q26 IB: Liquid cooling in planning stages mostly, but starting to go live

May 22, 2026
Philbert Shih

Liquid cooling environments are starting to come online. ...

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1Q26 IB: Executive Summary

May 22, 2026
Philbert Shih

The first quarter of the year was a busy one and carried forward trends already in motion throughout...

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Equinix reports 1Q26 results; strong sales activity as AI inferencing and agentic workloads drive broad-based demand

May 21, 2026
Jabez Tan

Equinix reported its 1Q26 results, which reflected continued broad-based demand, strong sales activi...

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Princeton Digital Group raises $856m for 120MW JC3 expansion in Jakarta

May 21, 2026
Louise Seputra

Princeton Digital Group raised $US856m in total financing to support the build-out of its 120MW JC3 ...

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Tecto Data Centers to invest US$2b for data centre buildout in Brazil

May 21, 2026
Vivian Kong

Tecto Data Centers shared plans to invest US$2b through 2028 to build out five data centres in Brazi...

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I Squared Capital acquires stake in Brazil’s Elea Data Centers

May 21, 2026
Philbert Shih

I Squared Capital acquired an undisclosed stake in Brazil-based data centre operator Elea Data Cente...

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DCI Indonesia secures US$976m for data centre expansions

May 20, 2026
Louise Seputra

PT Bank Central Asia Tbk extended a US$976m loan facility to hyperscale data centre operator DCI Ind...

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IREN acquires Mirantis, adding more cloud capacity; partners with NVIDIA to expand further in Texas, Oklahoma

May 20, 2026
Philbert Shih

IREN, a neocloud and data centre operator, acquired Mirantis, an infrastructure management software ...

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Major fire takes down NorthC data centre in the Netherlands for six days

May 20, 2026
Sacha Kavanagh

NorthC Datacenters had a fire at its facility in Almere near Amsterdam on May 7 which took down both...

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L&T Vyoma goes live with 12MW at Chennai

May 20, 2026
Swapna Subramani

Larsen & Toubro’s rebranded data centre arm, L&T Vyoma, disclosed on its Q4FY26 earn...

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Retelit begins new Milan data centre; larger than previously indicated amid AI-related demand

May 20, 2026
Sacha Kavanagh

talian telco and IT service provider Retelit, majority-owned by Asterion Industrial Partners, broke ...

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