Analyst Notes

Cerebras planning Europe capacity in France, Finland, Norway; OpenAI will take some but not all

July 22, 2026
Sacha Kavanagh

Cerebras Systems plans to open its first European capacity this year and to have 200MW live by the e...

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Ineffable Intelligence selects Google as preferred cloud partner

July 22, 2026
Sacha Kavanagh

London-based frontier AI lab Ineffable Intelligence recently selected Google as its preferred cloud ...

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CapitaLand Ascendas REIT divests Kim Chuan Telecommunications Complex for S$200.4m

July 22, 2026
Jason Zhou

CapitaLand Ascendas REIT (CLAR) disclosed that it is divesting the Kim Chuan Telecommunications Comp...

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Azrieli seeks investor for Green Mountain

July 22, 2026
Sacha Kavanagh

Local media reports Israel-based Azrieli Group hired Goldman Sachs to find a partner for its data ce...

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Cirion breaks ground on new data centre in Rio de Janeiro

July 21, 2026
Vivian Kong

Cirion started construction on its second data centre in Rio de Janeiro. ...

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STT GDC opens data centre facility in Jaipur

July 21, 2026
Swapna Subramani

ST Telemedia Global Data Centres opened a 6MW enterprise data centre in Jaipur, Rajasthan. ...

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Ascenty brings online new facility in São Paulo; secures 150MW hyperscale contracts

July 21, 2026
Vivian Kong

Latin American data centre operator Ascenty shared its construction plans in São Paulo, Brazil, dri...

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IREN makes a trio of senior hires

July 21, 2026
Sacha Kavanagh

IREN hired Kambiz Aghili as chief product officer, Michael Nudelman as chief development officer and...

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Pure DC unveils Finland AI campus; first phase already let

July 20, 2026
Sacha Kavanagh

Pure Data Centres Group made its first move in the Nordics with a 370-acre site in Seinäjoki in wes...

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WSS: More clues to question of next hyperscalers as sector sees more signs of growth acceleration in advance of earnings season

July 20, 2026
Philbert Shih

There has been a lot of activity over the last several weeks that offer hints for answering the ques...

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Google plots Austria self-build expansion

July 17, 2026
Sacha Kavanagh

Google filed plans to expand its campus in north Austria, having broken ground on the first data cen...

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euNetworks adds speed, redundancy with new Paris-Milan route

July 17, 2026
Sacha Kavanagh

euNetworks launched a new 1,057km fibre route between Paris and Milan. ...

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