Analyst Notes

Macquarie and KINX owner Gabia partner to develop hyperscale data centres in South Korea

March 4, 2026
Jabez Tan

Macquarie Asset Management (MAM) and Gabia (KINX) formed a partnership to develop hyperscale data ...

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Amazon, AWS make another significant investment in Spain; cloud, AI capacity, supply chain resources

March 4, 2026
Sacha Kavanagh

Amazon announced a €33.7b investment in Spain to expand cloud and AI infrastructure as well as bui...

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Tencent Cloud launches additional AZ in Frankfurt, Germany

March 4, 2026
Philbert Shih

Tencent Cloud launched a new availability zone in Frankfurt, Germany. ...

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Digital Realty expanding innovation labs to APAC, UK

March 4, 2026
Sacha Kavanagh

Digital Realty confirmed plans to roll out its Digital Realty Innovation Lab in Singapore, Japan (To...

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Equinix, CPP Investments to acquire Nordics operator atNorth

March 4, 2026
Sacha Kavanagh

Equinix and CPP Investments reached an agreement to acquire Nordics data centre company atNorth from...

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Yondr refinances part of London campus with inaugural ABS financing

March 4, 2026
Sacha Kavanagh

Yondr Group secured £532m in securitised term notes. ...

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Riot Platforms converts cryptomining site to HPC, signs lease with AMD; AMD cloud delivery and colocation end user?

March 3, 2026
Vivian Kong

Cryptomining firm Riot Platforms has pivoted a part of their business to HPC data centres. The compa...

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British Columbia and BC Hydro introduces Bill 31 to limit data centre projects

March 3, 2026
Vivian Kong

The province of British Columbia and local utility provider BC Hydro are introducing a competitive p...

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Digital Realty enters Bulgaria with Telepoint acquisition

March 3, 2026
Sacha Kavanagh

Digital Realty entered the Bulgaria market with the acquisition of Telepoint, which operates two dat...

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NTT DATA secures enterprise and hyperscale lease agreements in US

March 3, 2026
Vivian Kong

NTT Global Data Centers secured four leases totalling nearly 115MW across its campuses in the US. ...

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DigitalOcean reports 4Q25 results; growth acceleration driven by agentic AI, inferencing

March 3, 2026
Philbert Shih

DigitalOcean reported its 4Q25 results, which showed meaningful growth acceleration. ...

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Echelon secures €1.7b to fund European expansion

March 3, 2026
Sacha Kavanagh

Ireland-based Echelon Data Centres close an initial €1.7b loan financing from Morgan Stanley to fu...

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