Analyst Notes

Digital Realty acquires Columbia Capital, increases stake in South Africa’s Teraco, picks up energized land parcel in KC

July 6, 2026
Philbert Shih

Digital Realty made a number of moves, acquiring Columbia Capital, purchasing a powered land parcel ...

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AWS brings online Local Zones node in Hanoi, Vietnam

July 6, 2026
Philbert Shih

AWS rolled out a new Local Zones node in Hanoi, Vietnam. ...

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Hut 8 partners with Cylix for managed AI infrastructure in Canada

July 6, 2026
Philbert Shih

Data centre and managed infrastructure provider Hut 8 confirmed a new partnership with Toronto-based...

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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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QTS targets former IBM site for Milan data centre campus

July 4, 2026
Ainsley Woods

QTS is considering a three-building data centre campus in Vimercate, around 25km northeast of Milan....

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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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