Analyst Notes
Corning boosting US optical connectivity, fibre production on back of NVIDIA commitment
Read more...Tencent reports 1Q26 results; CapEx rising, but AI and cloud infrastructure to be prioritized in 2H26 with more investments
Read more...Yondr energizes 27MW Toronto data centre
Yondr Group shared that it has energized its Toronto data centre. ...
Read more...365 Data Centers partners with Aphorio Carter to develop 200MW of AI data centres across multiple US markets; starting in Colorado, Kentucky
Read more...Lambda secures $1b senior credit facility
Lambda closed a $1b senior secured credit facility. ...
Read more...Iron Mountain reports 1Q26 results; signs 22MW of new leasing as data centre revenue grows 47%
Read more...American Tower reports 1Q26 results; picking up future developments amid demand signals
Read more...Dollar value reported for Anthropic commitment to Google Cloud and proprietary TPUs
Media outlets are reporting that Anthropic and Google Cloud’s partnership will see Anthropic s...
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