Analyst Notes

MI: Neoclouds busy with strategic activity to marshall resources for infrastructure builds

March 31, 2026
Philbert Shih

The past month saw a meaningful amount of strategic activity in the neocloud space. ...

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MI: More from earnings season show cloud computing growth acceleration is global and across the board

March 31, 2026
Philbert Shih

Earnings seasons spans over two months and we had a number of companies report in the recent month. ...

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Crusoe building second hyperscale campus in Abilene, TX for Microsoft

March 30, 2026
Philbert Shih

Data centre operator Crusoe confirmed that it would build a hyperscale data centre for Microsoft in ...

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Crusoe adds modular data centres to portfolio; launches Crusoe Edge Zones

March 30, 2026
Philbert Shih

Crusoe launched Crusoe Spark, a proprietary modular data centre unit, and will use the infrastructur...

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Cipher Digital confirms third hyperscale data centre lease; closes $250m credit facility

March 30, 2026
Philbert Shih

Newly re-branded and publicly listed Cipher Digital, formerly Cipher Mining, confirmed closing of a ...

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Aligned Data Centers closes on $2.58b to fund US expansion

March 30, 2026
Vivian Kong

Aligned Data Centers closed on a new $2.58b credit facility to expand its US data centre portfolio. ...

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maincubes breaks ground on second Berlin campus

March 30, 2026
Sacha Kavanagh

maincubes broke ground on BER2 campus, aka the mainHub Berlin campus, soon after securing funding fo...

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Equinix to build new Dublin data centre

March 30, 2026
Sacha Kavanagh

Equinix will build a new data centre in Dublin close to its DB3 and DB4 facilities in Blanchardstown...

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Templus discusses strategy, showcases liquid cooling in Madrid

March 30, 2026
Sacha Kavanagh

We recently toured one of Templus’s data centres in Madrid and sat down with management to get ins...

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Northern Data releases financial, operational update; hopes for better performance in 2026

March 30, 2026
Sacha Kavanagh

Germany-based Northern Data released its preliminary results for the quarter and year ended December...

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WSS: AI infrastructure demand, growth still pushing forward despite perceived challenges

March 30, 2026
Philbert Shih

The sector continues to push forward and the recent earnings season reflected the overall health of...

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Fleet Data Centers closes on $3.8b secured notes for Reno, Nevada data centre

March 27, 2026
Vivian Kong

Fleet Data Centers, the data centre development and operating arm of Tract Capital, closed on the pr...

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