Analyst Notes

Applied Digital reports FY1Q27 results; more execution and leasing

October 15, 2026
Philbert Shih

Applied Digital reported its FY1Q27 results, which showed more forward momentum as Applied Digital c...

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General Compute to stand up cloud services built on Cerebras wafer-scale silicon

October 15, 2026
Philbert Shih

Neocloud General Compute, based in San Francisco, disclosed a new multi-year agreement to procure wa...

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Brazil ONS awards 228MW of grid capacity to three data centre projects

October 15, 2026
Vivian Kong

Brazil’s National Electric System Operator (ONS) allocated 228MW of grid capacity to three data ce...

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Sarv moves multiple workloads to Akamai Cloud in India

October 15, 2026
Philbert Shih

Akamai disclosed unified communications provider Sarv as a new customer. ...

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Finland’s Verda raises $189m to expand its GPU platform and services

October 15, 2026
Sacha Kavanagh

Finland-based Verda raised $189m in an oversubscribed Series B round led by Emergence Capital, as we...

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Crux AI hires chief development officer from Meta

October 14, 2026
Philbert Shih

Crux AI, the cloud provider formed by Blackstone and Google, brought in Alan Duong as chief developm...

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Ontario municipalities move to pause data centre development

October 14, 2026
Ainsley Woods

Several Ontario municipalities have introduced temporary moratoriums on data centre development, whi...

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Lambda closes financing for infrastructure builds supported by customer deployments; chatter around more raises, IPO

October 14, 2026
Philbert Shih

Neocloud Lambda confirmed closing of a delayed-draw term loan of $1b, backed by institutional lender...

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Google ordered to pause two new Finland self-builds

October 14, 2026
Sacha Kavanagh

Google has been directed to stop work on new data centres in two locations in Finland. ...

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CoreWeave enters India with 240MW lease at AdaniConneX

October 13, 2026
Swapna Subramani

Cloud provider CoreWeave confirmed plans to enter India with 240MW of capacity at AdaniConneX’...

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Sesterce makes €10b Finland investment

October 13, 2026
Sacha Kavanagh

French neocloud Sesterce announced plans to invest over €10b in an AI campus in Jämsä, Finland, ...

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QTS names ex-Microsoft executive to head up Europe

October 13, 2026
Sacha Kavanagh

QTS Data Centers appointed Val Walsh as president, Europe. ...

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