Analyst Notes

DataBank closes on $1.45b for data centre development

July 2, 2026
Vivian Kong

DataBank closed on two financing transactions worth $1.45b. ...

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Equinix opens HK6 in Hong Kong with cross-border AI focus

July 2, 2026
Jason Zhou

Equinix recently opened HK6, its sixth data centre in Hong Kong, with an initial investment of $124m...

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Delhi data centre fire disrupts Google cloud across India

July 2, 2026
Swapna Subramani

A fire at a third party data centre in Delhi forced an emergency power shutdown, isolating Google Cl...

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Rackspace to cut workforce by 15% as it transitions to managed AI infrastructure

July 1, 2026
Philbert Shih

Rackspace disclosed plans for a significant workforce reduction. ...

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Rackspace, AMD partner for managed AI infrastructure; 30MW deployment

July 1, 2026
Philbert Shih

AMD and Rackspace confirmed a new partnership that will see Rackspace deploy 30MW of AMD-based compu...

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Alibaba Cloud launches France region

July 1, 2026
Ainsley Woods

Alibaba Cloud launched a new cloud infrastructure region in France. ...

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CoreWeave, Backblaze sign $335m cloud storage partnership

July 1, 2026
Philbert Shih

CoreWeave and cloud storage provider Backblaze signed a five-year storage agreement that is valued a...

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MI: New company formation continues; consortiums and JVs to be more common

June 30, 2026
Philbert Shih

New company formation remains a strong indicator of the sector’s long-term health and growth p...

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MI: More from earnings season; hyperscale momentum continues and cryptocurrency turned data centre operators showing results from shift

June 30, 2026
Philbert Shih

Earnings season came to a close moving into the past month, but there were still a number of other c...

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MI: Hyperscale overflow demand not slowing down

June 30, 2026
Philbert Shih

Hyperscale demand levels remain high and this is pushing them to look for capacity wherever they can...

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MI: The next hyperscalers made moves that provides clues to future steps to be taken

June 30, 2026
Philbert Shih

The identity of the next hyperscale cloud platforms will go a long way to determining what data cent...

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MI: Hyperscale CapEx levels continue to rise

June 30, 2026
Philbert Shih

The past month saw more evidence that CapEx investment level continue to rise. ...

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