Analyst Notes

Aligned Data Centers closes on $2.58b to fund US expansion

March 30, 2026
Vivian Kong

Aligned Data Centers closed on a new $2.58b credit facility to expand its US data centre portfolio. ...

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maincubes breaks ground on second Berlin campus

March 30, 2026
Sacha Kavanagh

maincubes broke ground on BER2 campus, aka the mainHub Berlin campus, soon after securing funding fo...

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Equinix to build new Dublin data centre

March 30, 2026
Sacha Kavanagh

Equinix will build a new data centre in Dublin close to its DB3 and DB4 facilities in Blanchardstown...

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Templus discusses strategy, showcases liquid cooling in Madrid

March 30, 2026
Sacha Kavanagh

We recently toured one of Templus’s data centres in Madrid and sat down with management to get ins...

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Northern Data releases financial, operational update; hopes for better performance in 2026

March 30, 2026
Sacha Kavanagh

Germany-based Northern Data released its preliminary results for the quarter and year ended December...

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WSS: AI infrastructure demand, growth still pushing forward despite perceived challenges

March 30, 2026
Philbert Shih

The sector continues to push forward and the recent earnings season reflected the overall health of...

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Fleet Data Centers closes on $3.8b secured notes for Reno, Nevada data centre

March 27, 2026
Vivian Kong

Fleet Data Centers, the data centre development and operating arm of Tract Capital, closed on the pr...

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APG to acquire stake in NorthC alongside Antin Infrastructure Partners

March 27, 2026
Ainsley Woods

APG, on behalf of Dutch pension fund ABP and Swiss pension investors, has agreed to acquire a 37.5% ...

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UK mulls reform as speculative grid connection requests thwart viable data centre projects

March 27, 2026
Sacha Kavanagh

The UK government is planning to introduce reforms to the grid connection process to prioritise stra...

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OpenAI and Anthropic growth rates continue to push forward aggressively

March 26, 2026
Philbert Shih

Media reports provided updates on OpenAI and Anthropic’s growth trajectory. ...

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eStruxture raises CA$150m in ABS for data centre development

March 26, 2026
Vivian Kong

Canadian data centre provider eStruxture raised CA$150m in ABS securities. ...

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Anthropic opens offices in APAC; India and Australia; compute implications

March 26, 2026
Swapna Subramani

Anthropic confirmed plans to establish permanent offices in India and Australia, to go along with th...

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