Analyst Notes

Applied Digital reports FY3Q26 results; revenue growth picking up pace as capacity comes online, development pushes forward

April 28, 2026
Philbert Shih

Applied Digital reported its FY3Q26 results for the period ending February 28, 2026 as it continues ...

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OpenAI suspends Stargate UK, Norway projects; Microsoft steps in on one

April 28, 2026
Sacha Kavanagh

OpenAI paused its Stargate UK data centre project and a few days later did the same with Stargate No...

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Microsoft planning $10b investment in Japan; includes support for localized computing through service provider partners Sakura, SoftBank

April 28, 2026
Philbert Shih

Microsoft confirmed plans to invest $10b in Japan from 2026-2029, building on a $2.9b investment mad...

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Microsoft investing $25b in Australia; building out cloud infrastructure, security, skills

April 27, 2026
Philbert Shih

Microsoft committed to making an A$25b (US$18b) investment in Australia through 2029, building out d...

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DigitalOcean discloses AI customers; moving from hyperscale cloud

April 27, 2026
Philbert Shih

DigitalOcean disclosed a trio of AI startup customers that are notable for opting against or moving ...

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Amazon acquires Globalstar; sattellite connectivity for edge to cloud

April 27, 2026
Philbert Shih

Amazon acquired Globalstar, a mobile satellite services (MSS) operator. ...

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Applied Digital signs lease for Delta Forge 1 with US-based hyperscaler; third major customer

April 27, 2026
Philbert Shih

Applied Digital confirmed signing a third hyperscale-level customer for its Delta Forge 1 data centr...

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DataBank secures $2b for Red Oak, Texas campus

April 27, 2026
Vivian Kong

DataBank secured a $2b construction loan to fund the build-out of three data centres on its new Red ...

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Cloudflare rolls outs enhancements to Agent Cloud for agentic software

April 27, 2026
Philbert Shih

Cloudflare rolled out enhancements to its Agent Cloud, a cloud infrastructure service tailored for t...

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Edinburgh moots temporary moratorium on large-load data centres

April 27, 2026
Sacha Kavanagh

In Scotland, Edinburgh Council approved a motion to go ahead with plans for a temporary ban on the d...

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WSS: Amazon continues to innovate amid aggressive growth; India sees uptick in development activity

April 27, 2026
Philbert Shih

A busy week saw a lot of activity around Amazon and the AWS cloud infrastructure platform. CEO Andy ...

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Oracle Cloud, AWS expand interoperability with direct interconnection service

April 24, 2026
Philbert Shih

Oracle Cloud expanded its multi-cloud networking capabilities with AWS. ...

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