Analyst Notes

Flexential closes $800m in ABS financing

December 1, 2025
Vivian Kong

Flexential completed $800m in ABS financing to support the company’s growth and investment strateg...

Read more...

Nscale to take 15MW of capacity with Verne in Iceland

December 1, 2025
Ainsley Woods

Verne signed a 15MW agreement with Nscale to host ~4.6k NVIDIA Blackwell Ultra GPUs at its Iceland c...

Read more...

Edged breaks ground with new data centre in Chicago

December 1, 2025
Vivian Kong

Edged broke ground on its second data centre on the Edged Chicago campus in Aurora, Illinois. ...

Read more...

AEP reports 3Q25 earnings; 22GW of new data centre capacity prepating to come online by 2030

December 1, 2025
Vivian Kong

American Electric Power (AEP) reported its 3Q25 earnings with KPIs on data centre growth and demand....

Read more...

Alibaba reports FY2Q26 results; more growth acceleration amid aggressive AI uptake

December 1, 2025
Philbert Shih

Alibaba reported its FY2Q26 results, which included more details about the Alibaba Cloud infrastruct...

Read more...

WSS: More large cloud and data centre deals to build AI infrastructure personify the state of demand and the acceleration in sector growth

December 1, 2025
Philbert Shih

It was a slower week with the US Thanksgiving holiday and we reduced our publishing. But there were...

Read more...

MI: Large deals on data centre colocation and cloud side speak to AI demand profile and appetite for infrastructure

November 28, 2025
Philbert Shih

The past month saw a wave of large deals for both data centre colocation and hyperscale cloud infras...

Read more...

MI: Revenue growth acceleration kicking in across ecosystem

November 28, 2025
Philbert Shih

Earnings season revealed that revenue growth acceleration is coming from all corners of the ecosyste...

Read more...

MI: Hyperscale CapEx outlays set to increase yet again as demand exceeds supply and RPO builds

November 28, 2025
Philbert Shih

CapEx outlays continue to climb and in the past month there were clear signals that investment level...

Read more...

MI: AI platforms, service providers working with more than one chip vendor

November 28, 2025
Philbert Shih

The past month saw a number of AI platforms diversify GPU vendors and infrastructure service provide...

Read more...

MI: MEA region seeing development activity, investments for AI and hyperscale infrastructure

November 28, 2025
Philbert Shih

There has been more activity picking up in the MEA region, particularly around the UAE and Saudi Ara...

Read more...

MI: CoreWeave starts to self-build data centres

November 28, 2025
Philbert Shih

CoreWeave confirmed on its earnings call this month that it is moving more aggressively into self-bu...

Read more...