Analyst Notes

KDDI rolls out GPU cloud service at newly operational Sakai data centre in Osaka, Japan

February 12, 2026
Jabez Tan

KDDI brought online its Osaka Sakai data centre, which reuses the power and cooling facilities at th...

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Australia neocloud Firmus secured US$10b in debt financing for nationwide AI compute

February 12, 2026
Jabez Tan

Australian neocloud Firmus secured US$10b in debt financing led by investment firms Blackstone and C...

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NVIDIA and others team up to pilot smaller, modular data centres for AI inference

February 12, 2026
Sacha Kavanagh

NVIDIA teamed up with EPRI, InfraPartners and Prologis to study the use of small-scale (5-20MW) data...

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Nautilus Data Technologies raises Series B round

February 12, 2026
Philbert Shih

Nautilus Data Technologies confirmed raising a Series B financing round led by Pangaea Ventures. ...

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Sparkle, VDPC ink deal for Spain-Italy subsea cable

February 12, 2026
Sacha Kavanagh

Sparkle and Spanish telco Valencia Digital Port Connect (VDPC) signed an agreement to land the plann...

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The PGA Tour expands partnership with AWS for more AI usage

February 12, 2026
Philbert Shih

The PGA Tour expanded its partnership with AWS that was first established in 2021. ...

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Bridge Data Centres acquires land in Kuala Lumpur for new data centre campus

February 11, 2026
Jabez Tan

Bridge Data Centres acquired land for data centre development at the IOI Industrial Park in Banting,...

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Cologix acquires 38 acres in Ashburn, Virginia

February 11, 2026
Vivian Kong

Cologix acquired a 38-acre plot in Ashburn, Virginia for data centre development. ...

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TeraWulf acquires sites in Kentucky, Maryland for data centre development

February 11, 2026
Philbert Shih

TeraWulf acquired two brownfield sites in Hawesville, Kentucky and Charles County, Maryland that it ...

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Nscale taps Armada containerised data centres for global edge deployments

February 11, 2026
Sacha Kavanagh

UK-based neocloud Nscale signed a LoI with San Francisco-based modular data centre developer Armada....

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Microsoft begins another Milan self-build

February 11, 2026
Sacha Kavanagh

Microsoft began construction of a two-building campus in Bornasco to the south of Milan. ...

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Aker Nscale plots another Norway data centre

February 11, 2026
Sacha Kavanagh

Media reports indicate Aker Nscale is planning a 96MW data centre in Skien, ~135km southwest of the ...

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