Analyst Notes
Akamai reports 2Q26 results; cloud growth set to accelerate after more momentum in large cloud deal wins
Read more...Cerebras reports 2Q26 results; strong growth as AWS, OpenAI contracts progress, driving demand for data centre capacity
Read more...WSS: Earnings seasons shows growth acceleration across the board as CoreWeave moves global expansion to APAC in pursuit of land and energy in a constrained environment
Read more...Yondr and Cerberus partner to develop 72MW data centre campus in Northern Virginia
Yondr has acquired a 40-acre site in Manassas, Virginia for a data centre campus. ...
Read more...CoreWeave to deploy 360MW in Indonesia for first APAC infrastructure node; set to alter regional infrastructure dynamics in Southeast Asia
Read more...Equinix reports 2Q26 results; raises long-term growth and CapEx outlook as bookings, revenue growth accelerate
Equinix’s reported its 2Q26 results, which pointed to accelerating growth, supported by strong...
Read more...Anant Raj de-merges data centre business into Ashok Cloud
Indian real estate developer Anant Raj Limited’s board approved a de-merger, splitting the co...
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