Analyst Notes

Zonos deploys on CoreWeave for e-commerce inferencing

April 15, 2026
Philbert Shih

CoreWeave confirmed e-commerce technology provider Zonos as a cloud infrastructure customer. ...

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Oracle deploying Cerebras inference chips

April 15, 2026
Philbert Shih

Oracle confirmed on its recent earnings call that it has deployed chips from Cerebras to augment its...

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Galaxy Digital expands capacity at Helios campus in west Texas; on-ramping CoreWeave

April 15, 2026
Philbert Shih

Publicly listed Galaxy Digital is another firm that has moved into data centre infrastructure from t...

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CoreWeave to provide cloud services for Anthropic

April 15, 2026
Philbert Shih

CoreWeave confirmed a deal to provide cloud infrastructure services for Anthropic, developer of the ...

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Aligned breaks ground on new 540MW data centre campus in west Texas

April 15, 2026
Vivian Kong

Aligned Data Centers broke ground on its Project Caprock campus just outside of Abernathy, Texas. ...

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DataBank and Goodman Group forms JV; launching new data centre in Los Angeles

April 14, 2026
Vivian Kong

DataBank and Goodman Group formed a joint venture to launch a new 32MW data centre in Los Angeles, C...

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McKinsey, AWS launch partnership for cloud, AI transformation

April 14, 2026
Philbert Shih

Consultancy McKinsey and AWS launched the Amazon McKinsey Group (AMG). ...

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NVIDIA to supply 1m GPUs for AWS cloud

April 14, 2026
Philbert Shih

NVIDIA confirmed that it has reached a deal with AWS to sell it 1m GPUs by the end of 2027. ...

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Data4 brings online second 10MW facility at Warsaw campus

April 14, 2026
Ainsley Woods

Data4 has opened a second 10MW data centre at its Jawczyce campus near Warsaw, marking the next phas...

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TeraWulf books HPC infrastructure revenue as leases start commencing; portfolio expanding

April 13, 2026
Philbert Shih

Publicly listed TeraWulf confirmed in its recent 4Q25 earnings report that it has leased 522MW of IT...

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KDDI-Telehouse land banks for future Docklands capacity

April 13, 2026
Sacha Kavanagh

Media reports indicate Telehouse owner KDDI bought a site in London’s Docklands for ~£250m. ...

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NVIDIA invests in, commits to buy from Coherent, Lumentum

April 13, 2026
Sacha Kavanagh

NVIDIA recently struck agreements with Coherent, manufacturer of advanced laser and optical networki...

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