Analyst Notes

Verne brings in ex-NTT executive as COO

March 12, 2026
Sacha Kavanagh

Verne named Wayne Louw as COO. ...

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Core Scientific secures up to $1b in financing

March 12, 2026
Vivian Kong

Core Scientific closed on an initial $500m loan facility provided by Morgan Stanley. ...

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Iron Mountain reports 4Q25 results; signs 43MW of new leasing as momentum builds into 2026

March 11, 2026
Ainsley Woods

Iron Mountain reported its 4Q25 results and signed a total of 43MW in new leasing during the quarter...

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GI Partners acquires two data centres in Baltimore

March 11, 2026
Vivian Kong

GI Partners has acquired two data centres in Laurel, Maryland and Severn, Maryland. ...

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Perplexity to use CoreWeave for inference workloads, fine-tuning

March 11, 2026
Philbert Shih

CoreWeave confirmed that AI platform Perplexity will run on its cloud infrastructure platform. ...

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Applied Digital offering notes to support data centre construction

March 11, 2026
Philbert Shih

Applied Digital confirmed it would offer $2.15b in senior secured notes due 2031 to support construc...

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Digital Realty hosts university DLC deployment in London

March 11, 2026
Sacha Kavanagh

Imperial College London selected Digital Realty’s Woking data centre in south London to host its f...

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Equinix names new MD for Spain; predecessor takes on VP role

March 11, 2026
Sacha Kavanagh

Equinix named Valentin Pinuaga as MD for Spain. ...

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AirTrunk secures US$1.2 green loan financing in Japan for data centre campus build-out

March 10, 2026
Jabez Tan

AirTrunk secured a JP¥191.6b (US$1.24b) green loan to support the refinancing and continued develop...

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Submer acquires telco GPUaaS provider Radian Arc; plots European data centres, makes moves in India

March 10, 2026
Philbert Shih

There have been a few developments at Barcelona-based Submer recently as it moves up the stack from ...

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Stellanor Datacenters hires new CCO

March 10, 2026
Sacha Kavanagh

New venture Stellanor, backed by DWS and launched last October when it agreed to acquire Redcentric�...

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Core Scientific reports 4Q25 results; more capacity coming online, expansion in Texas

March 10, 2026
Vivian Kong

Core Scientific reported its 4Q25 results, with notable data points on its growing high-density colo...

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