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... Read more...
Meta reported to be building cloud computing infrastructure business; SpaceXAI template sign of opportunism or committed push into cloud? July 16, 2026 Philbert Shih Media reports indicate that Meta is pushing forward to build a cloud computing business that would s... Read more...
NVIDIA to share revenue with neocloud partners; attacking bottlenecks, accelerating time-to-market July 15, 2026 Philbert Shih NVIDIA confirmed plans for a new financing vehicle based on a revenue share model with its neocloud ... Read more...
Nscale secures $900m to accelerate data centre expansion July 15, 2026 Sacha Kavanagh Nscale closed a $900m revolving credit facility syndicated across a group of global financial instit... Read more...
Tata Communications adds two subsea cables on India-Singapore route July 15, 2026 Swapna Subramani Tata Communications confirmed new investments in subsea cable capacity linking India’s AI hubs of ... Read more...
Submer, Rubix plot AI campus in northeastern Spain July 15, 2026 Sacha Kavanagh Submer plans to invest over €1b in an AI campus in Flix in northeastern Spain, roughly midway (~17... Read more...
Amazon expands Mumbai, India data centre footprint July 14, 2026 Swapna Subramani Amazon Data Services India pre-leased an additional four acres of land in Powai, Mumbai Metropolitan... Read more...
TeraWulf signs Anthropic for long-term lease in Kentucky; monetizes JV with Fluidstack in sign of model flexibility July 14, 2026 Philbert Shih TeraWulf disclosed a pair of significant transactions, signing a hyperscale data centre lease with f... Read more...
Applied Digital keeps up execution pace with delivery of second building at Polaris Forge 1 July 14, 2026 Philbert Shih Applied Digital confirmed delivery of the first phase of the second building at the Polaris Forge 1 ... Read more...
DigitalOcean shares disclosure for accelerating growth in advance of 2Q26 earnings report July 13, 2026 Philbert Shih DigitalOcean made an early disclosure in advance of its 2Q26 earnings report as it has secured a num... Read more...
CoreWeave takes capacity at two Conapto campuses in Stockholm July 13, 2026 Ainsley Woods CoreWeave has taken down capacity with Swedish operator Conapto across two data centre campuses in S... Read more...
AWS commits additional $13b to expand cloud and AI infrastructure in Mumbai and Hyderabad July 13, 2026 Swapna Subramani Amazon confirmed an additional $13b investment in AI and cloud infrastructure in India. ... Read more...
