Analyst Notes

Syntys expands Qatar hyperscale footprint with Q Data acquisition

January 27, 2026
Swapna Subramani

Ooredoo’s digital infrastructure unit Syntys acquired Q Data QFZ LLC, incorporating two carrier-ne...

Read more...

TensorWave to use TECfusions for colocation in two US locations

January 26, 2026
Philbert Shih

Neocloud TensorWave chose to partner with TECfusions for two data centre sites in two US locations. ...

Read more...

PowerHouse Data Centers closes hyperscale lease in NoVA

January 26, 2026
Philbert Shih

PowerHouse Data Centers confirmed that it closed a long-term hyperscale lease at its data centre cam...

Read more...

V.tal plans new subsea cable connecting US to Brazil

January 26, 2026
Vivian Kong

V.tal is investing in a new subsea cable, Synapse, which will span approximately 9,700km to connect ...

Read more...

Global Switch signs PPA for UK clean energy

January 26, 2026
Sacha Kavanagh

Global Switch signed an eight-year PPA with RWE to power its London Docklands campus, which is being...

Read more...

WSS: PTC saw various conversations around the state of demand and potential solutions to addressing constraints and imbalances

January 26, 2026
Philbert Shih

It was a somewhat slower week as the sector gathered in Hawaii for the annual PTC event. Originally ...

Read more...

Polarise secures up to €117m from Macquarie for AI data centre build-out

January 23, 2026
Ainsley Woods

Polarise and Macquarie Group formed a strategic financing partnership for up to €117m. ...

Read more...

Vantage, Liberty Energy partner for natural gas energy

January 23, 2026
Vivian Kong

Liberty Energy and Vantage Data Centers partnered to develop and deploy power solutions for Vantage�...

Read more...

SDAIA breaks ground on 480MW Hexagon government data centre in Riyadh

January 23, 2026
Swapna Subramani

Saudi Arabia’s data and AI authority, SDAIA, launched construction of the Hexagon government data ...

Read more...

Google Cloud launches cloud infrastructure region in Thailand

January 22, 2026
Philbert Shih

Google Cloud launched a new cloud infrastructure region in Bangkok, Thailand. ...

Read more...

OpenAI data points on customer composition

January 22, 2026
Philbert Shih

Media reports shared data points about OpenAI’s customer composition. ...

Read more...

Anthropic data points on customer and end user base

January 22, 2026
Philbert Shih

Media outlets have shared a number of interesting data points about Anthropic’s customer base....

Read more...