Analyst Notes

New supercomputer for fusion energy at UK’s first AI Growth Zone

April 16, 2026
Sacha Kavanagh

Some details have been released about the UK government’s first AI Growth Zone at the Culham Campu...

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BDx Data Centers secures $320m debt facility

April 16, 2026
Philbert Shih

BDx Data Centers confirmed securing a US$320m debt facility ...

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Microsoft to invest $7.5b into Canada; committing $19b since 2023

April 15, 2026
Vivian Kong

Microsoft has shared some more details about its commitment to invest CA$19b into Canada that the co...

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Zonos deploys on CoreWeave for e-commerce inferencing

April 15, 2026
Philbert Shih

CoreWeave confirmed e-commerce technology provider Zonos as a cloud infrastructure customer. ...

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Oracle deploying Cerebras inference chips

April 15, 2026
Philbert Shih

Oracle confirmed on its recent earnings call that it has deployed chips from Cerebras to augment its...

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Galaxy Digital expands capacity at Helios campus in west Texas; on-ramping CoreWeave

April 15, 2026
Philbert Shih

Publicly listed Galaxy Digital is another firm that has moved into data centre infrastructure from t...

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CoreWeave to provide cloud services for Anthropic

April 15, 2026
Philbert Shih

CoreWeave confirmed a deal to provide cloud infrastructure services for Anthropic, developer of the ...

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Aligned breaks ground on new 540MW data centre campus in west Texas

April 15, 2026
Vivian Kong

Aligned Data Centers broke ground on its Project Caprock campus just outside of Abernathy, Texas. ...

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DataBank and Goodman Group forms JV; launching new data centre in Los Angeles

April 14, 2026
Vivian Kong

DataBank and Goodman Group formed a joint venture to launch a new 32MW data centre in Los Angeles, C...

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McKinsey, AWS launch partnership for cloud, AI transformation

April 14, 2026
Philbert Shih

Consultancy McKinsey and AWS launched the Amazon McKinsey Group (AMG). ...

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NVIDIA to supply 1m GPUs for AWS cloud

April 14, 2026
Philbert Shih

NVIDIA confirmed that it has reached a deal with AWS to sell it 1m GPUs by the end of 2027. ...

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Data4 brings online second 10MW facility at Warsaw campus

April 14, 2026
Ainsley Woods

Data4 has opened a second 10MW data centre at its Jawczyce campus near Warsaw, marking the next phas...

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