Analyst Notes

Details emerge about QTS campus in northern England

September 11, 2024
Sacha Kavanagh

QTS submitted a scoping report for a campus on land acquired by its owner Blackstone near Newcastle ...

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Applied Digital raises $160m from investors, NVIDIA

September 10, 2024
Philbert Shih

Nasdaq-listed Applied Digital raised $160m in a private placement ...

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CoreWeave selects EcoDataCenter for Sweden capacity; EcoDataCenter with new campus

September 10, 2024
Sacha Kavanagh

CoreWeave selected EcoDataCenter for colocation in Sweden, and a few days later EcoDataCenter announ...

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Google’s plans for Dublin data centre rejected

September 10, 2024
Sacha Kavanagh

South Dublin County Council refused to grant Google permission for a 72k sqm data centre. ...

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AirTrunk completes third phase expansion at SYD2 data centre in Sydney

September 9, 2024
Jabez Tan

AirTrunk completed the third phase expansion of its SYD2 data centre campus in north Sydney, Austral...

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Blackstone, CPPIB acquire APAC hyperscale operator AirTrunk

September 9, 2024
Jabez Tan

Blackstone and Canada Pension Plan Investment Board (CPPIB) confirmed entering into a definitive agr...

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Fastly reports 2Q24 results; some bumps amid growth tracking forward

September 9, 2024
Philbert Shih

Fastly reported its 2Q24 results. ...

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American Tower reports 2Q24 results; steady forward progress

September 9, 2024
Philbert Shih

American Tower reported its 2Q24 results, which included a detailed look at the data centre operatin...

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‘Behind the Metre’ may mean ‘Front of the Line’

September 9, 2024
Daniel Golding

There is a tremendous amount of discussion about ‘behind the metre as well as ‘energy st...

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Tract acquires site in Buckeye, Arizona outside Phoenix

September 9, 2024
Philbert Shih

Master-planned data centre operator Tract confirmed acquisition of a site in Buckeye, Arizona. ...

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WSS: More energy company disclosures, new company formation point to sector’s healthy demand profile

September 9, 2024
Philbert Shih

We continue to push through earnings season, which takes us longer given the increasing diversity a...

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Duos Edge AI secures debt for first edge data centre builds

September 6, 2024
Philbert Shih

Recently launched Duos Edge AI, part of Duos Technologies Group, confirmed it secured $2.2m in debt ...

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