Analyst Notes
2Q26 IB: Earnings season shows growth acceleration across the board
The recent quarter’s earnings season showed growth acceleration essentially across the board, ...
Read more...DataVita scores debt facility to fulfil CoreWeave leases in Scotland’s first AI Growth Zone
Scotland’s DataVita secured a £300m debt facility from a syndicate of lenders. ...
Read more...Bitdeer locations under conversion from crpto to colo; energy pipeline includes other locations
Read more...Megaport reports FY26 results; cloud computing driving growth pushed by large new customer contracts
Read more...Cerebras reports 2Q26 results; secures over 600MW of data centre capacity, disaggregated inference commentary
Read more...Firmus raises $2b in equity round; building in Australia, APAC
Neocloud Firmus in Australia raised US$2b in an equity investment round. ...
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