Analyst Notes

NTT DATA acquires The Cloud People Group; adds ServiceNow management capabilities

January 14, 2026
Philbert Shih

NTT DATA acquired The Cloud People Group AS, based in Oslo, Norway. ...

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UK startup becomes NVIDIA partner, plots network of AI data centres

January 14, 2026
Sacha Kavanagh

A UK startup, Carbon3.ai, is a new NVIDIA Cloud Partner that has an agreement to deploy NVIDIA HGX B...

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Ark Data Centres details plans for latest London campus

January 14, 2026
Sacha Kavanagh

Ark Data Centres applied for planning permission for a campus on a 7.3ha site of a former hotel in W...

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Vultr rolls out service capabilities for public sector

January 13, 2026
Philbert Shih

Vultr recently rolled out a line of cloud infrastructure services tailored for the public sector. ...

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EU signs MoU to support AI gigafactories

January 13, 2026
Ainsley Woods

The European Investment Bank (EIB) and the European Commission have signed an MoU to accelerate fina...

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Telehouse Canada partners with Megaport for cloud connectivity

January 13, 2026
Vivian Kong

KDDI’s Telehouse Canada entered a partnership with Megaport to bring cloud connectivity options to...

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Cloudflare acquires Replicate; simplifying AI model deployment on cloud

January 13, 2026
Philbert Shih

Cloudflare recently acquired Replicate, a cloud-based platform that enables developers to run, deplo...

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Crusoe brings in former MongoDB executive to take over COO, CFO roles

January 12, 2026
Philbert Shih

Crusoe brought in former MongoDB executive Michael Gordon as COO and CFO. ...

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AWS rolls out DevOps Agent driven by AI

January 12, 2026
Philbert Shih

AWS rolled out a new product called DevOps Agent, an AI-driven tool that helps end users understand ...

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Applied Digital reports FY2Q26 results; leasing success pushing momentum forward with active pipeline

January 12, 2026
Philbert Shih

Applied Digital reported its FY2Q26 results for the period ending November 30, 2025. ...

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Lambda working on another capital raise; reports on revenue base and growth rate

January 12, 2026
Philbert Shih

Media reports indicate neocloud Lambda is working on a capital raise in advance of a potential IPO l...

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DayOne raises over $2b for Europe, APAC expansion

January 12, 2026
Sacha Kavanagh

Singapore-based DayOne Data Centers entered into definitive agreements for over $2b in Series C equi...

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