Archive for the ‘Energy’ Category

WSS: Sector growth shows consistency, upward trajectory; hyperscale deals and more expansion

February 16, 2026
Philbert Shih

Earnings season is underway and last week we looked at the results coming from the hyperscale segmen...

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KDDI rolls out GPU cloud service at newly operational Sakai data centre in Osaka, Japan

February 12, 2026
Jabez Tan

KDDI brought online its Osaka Sakai data centre, which reuses the power and cooling facilities at th...

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TeraWulf acquires sites in Kentucky, Maryland for data centre development

February 11, 2026
Philbert Shih

TeraWulf acquired two brownfield sites in Hawesville, Kentucky and Charles County, Maryland that it ...

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Atos, National Grid develop new tool for electricity infrastructure planning; data centre implications

February 10, 2026
Sacha Kavanagh

The UK’s National Grid selected Atos to develop a digital twin and data visualisation tool to help...

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WSS: Hyperscalers kick off earnings season and show more growth acceleration, raise CapEx commitments

February 9, 2026
Philbert Shih

Earnings season is now well underway as reporting for the last quarter of the previous calendar yea...

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India offers 20-year tax break to anchor data centres onshore

February 5, 2026
Swapna Subramani

India has announced a 20-year tax holiday for foreign firms that serve Indian users through locally ...

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atNorth to build 30MW Stockholm data centre

February 5, 2026
Sacha Kavanagh

Iceland-based atNorth confirmed plans to build a 30MW data centre in Stockholm. ...

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Meta reports 4Q25 results; CapEx expected to climb further as AI build-out picks up pace

February 2, 2026
Philbert Shih

Meta reported its 4Q25 results, which included guidance for CapEx in 2026 and useful comments about ...

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WSS: More concerns around AI infrastructure build-out play out in investments, legal action; more leasing and builds

February 2, 2026
Philbert Shih

The past week saw more activity in the emerging neocloud space. NVIDIA made a $2b investment in Core...

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MI: New operating company formation continues trending to pre-development phase

January 30, 2026
Philbert Shih

New operating platforms continue to enter the sector and many of them are increasingly focused on th...

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MI: Nuclear energy continues with momentum as Meta expands investment, partnerships

January 30, 2026
Philbert Shih

Nuclear energy continues to see momentum in the sector. ...

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MI: M&A oriented to technology, capabilities continues and adds raw resources to list

January 30, 2026
Philbert Shih

During the past month, we picked up coverage of a number of M&A transactions that were disclose...

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