Analyst Notes

SoftBank acquires DigitalBridge and ability to source and scale cloud, data centre infrastructure

February 5, 2026
Philbert Shih

SoftBank Group acquired digital infrastructure-focused investor and asset manager DigitalBridge Grou...

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Google reports 4Q25 results; cloud growth acceleration, CapEx expansion

February 5, 2026
Philbert Shih

Summary: Google parent Alphabet reported its 4Q25 results, which showed significant levels of growth...

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Microsoft signs on to Pure’s new Amsterdam data centre

February 5, 2026
Sacha Kavanagh

Microsoft confirmed it will be the sole tenant in the Amsterdam data centre recently acquired by Pur...

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India offers 20-year tax break to anchor data centres onshore

February 5, 2026
Swapna Subramani

India has announced a 20-year tax holiday for foreign firms that serve Indian users through locally ...

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Vantage Data Centers name new country director for Malaysia

February 5, 2026
Jabez Tan

Vantage Data Centers named Fitri Abdullah as its new MD for Malaysia, reporting directly to Jeremy D...

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atNorth to build 30MW Stockholm data centre

February 5, 2026
Sacha Kavanagh

Iceland-based atNorth confirmed plans to build a 30MW data centre in Stockholm. ...

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Tencent Cloud planning to expand cloud infrastructure footprint in Middle East

February 4, 2026
Philbert Shih

Tencent executives were quoted on the record confirming that the Tencent Cloud business would build ...

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Perplexity to deploy on Azure; $750m cloud infrastructure deal

February 4, 2026
Philbert Shih

AI startup Perplexity is reported to have signed a significant Azure cloud infrastructure deal with ...

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Batelco and Qareeb to launch edge data centre in Bahrain

February 4, 2026
Swapna Subramani

Bahrain-based telco Batelco and data centre operator Qareeb confirmed plans to deploy an edge data c...

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Digital Realty enters Malaysia market through the acqusition of CSF’s TelcoHub1 carrier hotel data centre

February 4, 2026
Jabez Tan

Digital Realty is entering the Malaysia market through the acquisition of CSF Advisers, which owns t...

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Empyrion Digital breaks ground on data centre in Taipei, Taiwan

February 3, 2026
Philbert Shih

Empyrion Digital confirmed it has broken ground on a new data centre build in Taipei, Taiwan. ...

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WellSpan migrating IT infrastructure, data centres to AWS cloud

February 3, 2026
Philbert Shih

Pennsylvania-based healthcare provider WellSpan confirmed plans to migrate its entire IT infrastruct...

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