Analyst Notes

Lightedge acquires 3MW data centre in Kansas City, Missouri

May 14, 2026
Vivian Kong

Lightedge acquired a 3MW Tier III data centre in Kansas City, Missouri. ...

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Corning boosting US optical connectivity, fibre production on back of NVIDIA commitment

May 14, 2026
Sacha Kavanagh

NVIDIA struck another manufacturing agreement, this time with Corning for optical connectivity solut...

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Tencent reports 1Q26 results; CapEx rising, but AI and cloud infrastructure to be prioritized in 2H26 with more investments

May 13, 2026
Philbert Shih

Tencent reported its 1Q26 results, which provided insights into the Tencent Cloud business and its o...

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Yondr energizes 27MW Toronto data centre

May 13, 2026
Vivian Kong

Yondr Group shared that it has energized its Toronto data centre. ...

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365 Data Centers partners with Aphorio Carter to develop 200MW of AI data centres across multiple US markets; starting in Colorado, Kentucky

May 13, 2026
Vivian Kong

365 Data Centers and Aphorio Carter, the data centre segment of Carter Funds, formed a strategic par...

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Applied Digital completes spin-out of cloud arm ChronoScale

May 13, 2026
Philbert Shih

Applied Digital closed the transaction that spun out its cloud infrastructure business EKSO Bionics ...

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Lambda secures $1b senior credit facility

May 13, 2026
Philbert Shih

Lambda closed a $1b senior secured credit facility. ...

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Iron Mountain reports 1Q26 results; signs 22MW of new leasing as data centre revenue grows 47%

May 13, 2026
Ainsley Woods

Iron Mountain reported its 1Q26 results and signed a total of 22MW in new data centre leasing during...

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American Tower reports 1Q26 results; picking up future developments amid demand signals

May 13, 2026
Vivian Kong

American Tower reported its 1Q26 results with data points and KPIs around the CoreSite data centre b...

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Core Scientific plans 1.5GW expansion in Muskogee, Oklahoma; acquires power contract

May 13, 2026
Vivian Kong

Core Scientific plans to scale its Muskogee, Oklahoma data centre campus to 1.5GW of gross power, or...

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Dollar value reported for Anthropic commitment to Google Cloud and proprietary TPUs

May 12, 2026
Philbert Shih

Media outlets are reporting that Anthropic and Google Cloud’s partnership will see Anthropic s...

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DayOne named ex-CyrusOne executive to head up Nordics, Middle East

May 12, 2026
Sacha Kavanagh

Singapore-based DayOne Data Centers appointed Matthew Pullen as EVP, Nordics and Middle East. ...

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