Analyst Notes

AWS outage in UAE, Bahrain highlights regional cloud vulnerability, need for contingency plans

March 2, 2026
Swapna Subramani

AWS reported disruptions across its UAE and Bahrain cloud infrastructure regions after unidentified ...

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Digital Edge secures 83MW solar PPA for Navi Mumbai data centre campus

March 2, 2026
Swapna Subramani

Digital Edge’s 83MW solar power purchase agreement with Hexa Climate Solutions marks a meaningful ...

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CoreWeave reports 4Q25 results; demand continues to outpace supply as capacity construction pushes forward

March 2, 2026
Philbert Shih

CoreWeave reported its 4Q25 results, which showed more aggressive growth backed by strong contracted...

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Rackspace reports 4Q25 results; shifting away from infrastructure to more DevOps-oriented and engineering posture

March 2, 2026
Philbert Shih

Rackspace reported its 4Q25 results, which was relatively even compared to the previous quarter, but...

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Ada Infrastructure under construction in London Docklands

March 2, 2026
Sacha Kavanagh

Ada Infrastructure began construction of the first of three planned 70MW data centres at a new Londo...

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Nebius plans to open new data centre in northern France this summer

March 2, 2026
Sacha Kavanagh

Some more details were revealed about one of the nine new data centres confirmed by Amsterdam-based ...

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WSS: Growth acceleration continues across ecosystem as AMD looks to build out delivery channel

March 2, 2026
Philbert Shih

The past week saw earnings season continue, with results coming from the neocloud, webscale and man...

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MI: Evolution of data centre business model continues to slant in direction of pre-development value chain

February 27, 2026
Philbert Shih

There continues to be evolution in the data centre colocation business model. ...

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MI: OpenAI, Anthropic continue to show unprecedented growth rates

February 27, 2026
Philbert Shih

There were reports in the past month that revealed data points about the unprecedented pace of growt...

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MI: Neoclouds using colocation, hyperscalers overflowing to neoclouds in pursuit of GPU capacity

February 27, 2026
Philbert Shih

Neoclouds and hyperscalers continue to search for capacity to house GPU infrastructure. In the past ...

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MI: Hyperscale CapEx also going to fibre builds

February 27, 2026
Philbert Shih

Hyperscale CapEx investments are driving demand across the sector and the bulk of it is going to sil...

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MI: M&A activity reflects strategic shifts to AI

February 27, 2026
Philbert Shih

The past month saw notable M&A activity that reflects the strategic moves both operators and ve...

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