Analyst Notes

OpenAI raises revenue projections; infrastructure costs climbing even faster

February 24, 2026
Philbert Shih

Media reports indicate OpenAI has raised its revenue projections. ...

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Johnson Controls acquires Alloy Enterprises; advances thermal management, cooling portfolio

February 24, 2026
Philbert Shih

Johnson Controls acquired Boston-based Alloy Enterprises, a developer of thermal management systems ...

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CyrusOne tops out data centre in Frankfurt, Germany

February 24, 2026
Sacha Kavanagh

Yondr Group secured £532m in ABS financing to refinance the first two data centres at its London ca...

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Zilliz Cloud adds second European location with AWS

February 23, 2026
Philbert Shih

Zilliz Cloud, a cloud-based open source database provider based in California, launched infrastructu...

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Nscale scores $1.4b in GPU debt financing

February 23, 2026
Sacha Kavanagh

UK-based neocloud Nscale signed a $1.4b delayed draw term loan backed by GPUs. ...

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Akamai reports 4Q25 results; growth acceleration in cloud infrastructure

February 23, 2026
Philbert Shih

Akamai reported its 4Q25 and FY25 results, which again showed healthy growth for the cloud infrastr...

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WSS: Earnings season sees more revenue growth acceleration, with AI as a driver

February 23, 2026
Philbert Shih

Earnings season is moving along and there continue to be signs of more growth acceleration in cloud ...

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Metrobloks closes latest funding round

February 20, 2026
Philbert Shih

Data centre operator Metrobloks confirmed closing its latest funding round led by Canopy Generations...

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New Vantage Data Centers campus in Frankfurt, Germany in jeopardy

February 20, 2026
Sacha Kavanagh

Vantage Data Centers suffered a setback in its plans to develop a five building 174MW campus in Gro�...

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du invests in SING subsea cable at Kalba

February 20, 2026
Swapna Subramani

UAE operator du has partnered with Cyprus-based Datawave Networks to land and invest in the Singapor...

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Greystoke London planning permission refused (again); legal precedent for others to watch?

February 20, 2026
Sacha Kavanagh

In an embarrassing climbdown from the government and a victory for campaigners, the decision to awar...

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Microsoft to launch Saudi Arabia Azure region in 2026; enabling local cloud & AI workloads

February 20, 2026
Swapna Subramani

Microsoft confirmed that its Saudi Arabia East Azure data centre region will be RFS starting in 4Q26...

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