Analyst Notes

Digital Realty breaks ground on new Paris campus

May 26, 2026
Sacha Kavanagh

Digital Realty named Equans Data Centers as the general contractor for its PAR15 data centre in Pari...

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Megaport signs three more major cloud infrastructure deals

May 25, 2026
Philbert Shih

Megaport’s cloud arm Latitude.sh disclosed the signing of three new cloud infrastructure contr...

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ByteDance reported to be raising CapEx

May 25, 2026
Philbert Shih

Media reports indicate ByteDance will increase its CapEx this year to $30b. ...

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Aureon to deliver 100Tb route between Ellendale and Chicago

May 25, 2026
Vivian Kong

Fibre and digital infrastructure provider Aureon plans to deliver a new 100Tb long-haul route to sup...

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Hudson IX plans 1MW data hall expansion at 60 Hudson

May 25, 2026
Vivian Kong

Hudson IX confirmed plans to add another 1MW data hall expansion to the 60 Hudson Street carrier hot...

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Galaxy, Castleforge plan new south London data centre

May 25, 2026
Sacha Kavanagh

Galaxy Data Centers and Castleforge received full planning permission for a data centre in Redhill i...

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WSS: Earnings season shows growth across ecosystem as neoclouds continue to sign deals and procure data centre capacity

May 25, 2026
Philbert Shih

As the sector continues to mature, earnings season is becoming more comprehensive for the sector. ...

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1Q26 IB: Meta, NVIDIA made moves, but not yet in hyperscale cloud infrastructure delivery game

May 22, 2026
Philbert Shih

The recent quarter saw some interesting moves from hyperscale platforms that are not currently in th...

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1Q26 IB: CoreWeave customer concentration balancing out quickly

May 22, 2026
Philbert Shih

Customer concentration levels are down at CoreWeave and this signals a healthy diversification of it...

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1Q26 IB: Neocloud providers still adding self-build elements

May 22, 2026
Philbert Shih

Neocloud infrastructure providers are considering how to self-build data centres even as they primar...

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1Q26 IB: Executives hires at hyperscalers notable for compute infrastructure emphasis

May 22, 2026
Philbert Shih

The past quarter saw more movement in executive circles. ...

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1Q26 IB: More to the story of OpenAI walking away from expansion options; hyperscale demand taking up options quickly

May 22, 2026
Philbert Shih

OpenAI has walked away from a few options to expand its infrastructure build-out. ...

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