Analyst Notes

Echelon begins DUB20 campus in Arklow, Ireland

September 10, 2025
Sacha Kavanagh

Echelon Data Centres began demolition work on its DUB20 campus in Arklow, ~80km south of Dublin. ...

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Data4 signs long-term contract for nuclear power in France

September 10, 2025
Sacha Kavanagh

Data4 signed a 12 year nuclear production allocation contract with EDF that will give it a share of ...

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Rackspace hires new CEO

September 9, 2025
Philbert Shih

Rackspace brought in Gajen Kandiah as its new CEO, replacing Amar Maletira, who has been the CEO sin...

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Oracle reports 1QFY26 results; raised cloud infrastructure guidance reflects backlog, pipeline positioned for aggressive growth

September 9, 2025
Philbert Shih

Oracle reported its 1QFY26 results, which showed the OCI cloud infrastructure business growing stead...

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Digital Halo signs energy supply agreement with Malaysia’s TNB 150MW Johor data centre build

September 9, 2025
Jabez Tan

Partners Group-backed Digital Halo signed an energy supply agreement with Malaysian utility Tenaga N...

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Equinix provides update on data centre energy strategy

September 9, 2025
Philbert Shih

Equinix provided an update on its global energy strategy. ...

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Silver Lake launches digital infrastructure platform with $400m to target powered land

September 9, 2025
Ainsley Woods

Silver Lake has partnered with Adam Fisher and Peter Rumbold of Commonwealth Asset Management to lau...

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Templus begins major upgrade to Barcelona data centre

September 9, 2025
Sacha Kavanagh

Spain-based Templus, which launched last summer, began upgrading the Barcelona data centre it acquir...

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EDGNEX Data Centers acquires site in Jakarta for data centre development

September 8, 2025
Philbert Shih

EDGNEX Data Centers, part of DAMAC Group in the UAE, disclosed plans to develop a second data centre...

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Atmosphere Data Centers receives investment from AGC Equity Partners; maiden project in Dickerson, MD

September 8, 2025
Philbert Shih

Atmosphere Data Centers received an equity investment from AGC Equity partners. ...

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CoreWeave acquires OpenPipe; adds fine tuning for agents to enhance vertically integrated approach

September 8, 2025
Philbert Shih

CoreWeave reached a definitive agreement to acquire AI startup OpenPipe. ...

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Flexential secures $1b in equity to accelerate AI-focused data centre expansion

September 8, 2025
Ainsley Woods

Flexential raised approximately $1b in primary equity through a combination of investments. ...

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