Analyst Notes

Rowan Digital secures $3b for 300MW campus in Temple, Texas

June 9, 2026
Vivian Kong

Rowan Digital Infrastructure secured $3b in debt financing to support building its first of three da...

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DartPoints acquires enterprise data centre site in Lexington, Kentucky to convert to colocation campus

June 9, 2026
Vivian Kong

DartPoints has acquired a data centre campus in Lexington, Kentucky. ...

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Pure DC raises financing for Europe, Middle East expansion

June 9, 2026
Sacha Kavanagh

Pure Data Centres secured $2.7b in financing. ...

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Google Cloud, Thales partner for German sovereign cloud

June 9, 2026
Sacha Kavanagh

Google Cloud signed a strategic partnership with French aerospace and defence company Thales to deli...

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Pure DC begins second London data centre, awaits planning decision on third

June 9, 2026
Sacha Kavanagh

Pure Data Centres began construction of the second building at its LON01 campus in London’s Brent ...

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Goodman plans new data centre campus in Sagamihara, greater Tokyo

June 8, 2026
Jabez Tan

Goodman has been selected as lead development partner for a planned data centre campus in Sagamihara...

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DataBank confirms plans for change in CEO seat

June 8, 2026
Philbert Shih

DataBank confirmed plans for a CEO succession. ...

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Equinix opens latest Madrid data centre

June 8, 2026
Sacha Kavanagh

Equinix opened its MD5 data centre in Madrid, Spain, extending its campus in the popular Alcobendas ...

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Meta answers shareholder questions around cloud computing capability; the answer was not a flat no

June 8, 2026
Philbert Shih

Meta held its annual meeting of shareholders recently and one of the questions around the possibilit...

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ByteDance considering significant increase in CapEx for 2026 and 2027

June 8, 2026
Philbert Shih

Credible reporting confirmed that ByteDance is strongly considering more than doubling its CapEx spe...

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Applied Digital signs another hyperscale data centre lease in North Dakota with existing customer

June 8, 2026
Philbert Shih

Applied Digital signed another significant data centre colocation lease with an existing investment-...

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WSS: Cryptocurrency firms continue transition to data centre colocation as demand profile remains strong in hyperscale, neocloud worlds

June 8, 2026
Philbert Shih

Earnings season has basically come to an end, but there were a few more companies that have now ente...

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