Analyst Notes

WSS: Neocloud momentum accelerating on development and infrastructure side as sector transitions continue

July 6, 2026
Philbert Shih

A busy week saw more activity from the emerging neocloud space. Momentum is accelerating and provide...

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Amazon signs 600MW PPA in Germany

July 3, 2026
Sacha Kavanagh

Amazon signed a PPA for 600MW of renewable energy from a 977MW German offshore wind farm in the Balt...

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Schneider Electric delivers infrastructure for TeraWulf at Lake Mariner data centre campus in upstate New York

July 3, 2026
Philbert Shih

Schneider Electric and its liquid cooling division Motivair confirmed starting phased delivery of en...

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RETN implements new Poland-Baltics fibre

July 3, 2026
Sacha Kavanagh

RETN launched a new route linking Białystok and Suwałki in eastern Poland with Kaunas in Lithuania...

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DataBank closes on $1.45b for data centre development

July 2, 2026
Vivian Kong

DataBank closed on two financing transactions worth $1.45b. ...

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Equinix opens HK6 in Hong Kong with cross-border AI focus

July 2, 2026
Jason Zhou

Equinix recently opened HK6, its sixth data centre in Hong Kong, with an initial investment of $124m...

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Delhi data centre fire disrupts Google cloud across India

July 2, 2026
Swapna Subramani

A fire at a third party data centre in Delhi forced an emergency power shutdown, isolating Google Cl...

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Rackspace to cut workforce by 15% as it transitions to managed AI infrastructure

July 1, 2026
Philbert Shih

Rackspace disclosed plans for a significant workforce reduction. ...

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Rackspace, AMD partner for managed AI infrastructure; 30MW deployment

July 1, 2026
Philbert Shih

AMD and Rackspace confirmed a new partnership that will see Rackspace deploy 30MW of AMD-based compu...

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Alibaba Cloud launches France region

July 1, 2026
Ainsley Woods

Alibaba Cloud launched a new cloud infrastructure region in France. ...

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CoreWeave, Backblaze sign $335m cloud storage partnership

July 1, 2026
Philbert Shih

CoreWeave and cloud storage provider Backblaze signed a five-year storage agreement that is valued a...

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MI: New company formation continues; consortiums and JVs to be more common

June 30, 2026
Philbert Shih

New company formation remains a strong indicator of the sector’s long-term health and growth p...

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