Analyst Notes
Cloudflare partners with Anthropic to house Cloud-based agents on cloud
Cloudflare partnered with Anthropic to launch Cloudflare Environments for Claude Managed Agents. ...
Read more...Cipher Digital reports 1Q26 results; signs third hyperscale lease, progressing on construction in west Texas
Read more...NTT DATA acquires Microsoft shop WinWire; managed public cloud quickly adding AI elements
Read more...Kao Data unveils plans for London data centre in Park Royal AZ
Kao Data acquired land in the popular Park Royal area of London. ...
Read more...Blackstone, Google form JV to build cloud service; but data centre capacity still the primary driver, not a new cloud business
Read more...Galaxy Digital reports 1Q26 results; provides update on Helios campus build for CoreWeave
Read more...Microsoft Hyderabad data centre set for mid-year launch
Microsoft’s largest data centre in India, located in Hyderabad, is on schedule to become opera...
Read more...