Track Record

2026

March 2026 — Singapore DC-CFA2

Prediction: At least one winner will not be among the top ten global colocation operators by capacity. At least one will be Chinese or Chinese-linked again.

Made in: Singapore's DC-CFA Is Not a Tender. It Is a Geopolitical Filter

Resolution: Q3/Q4 2026, upon IMDA announcement

Assessment: — (link to follow)