Archive for the ‘Energy’ Category

WSS: More new company formation and vendor production levels signal growth trajectory of sector

June 29, 2026
Philbert Shih

Capital raising and new data centre operating company formation continues to take place across the l...

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AWS changes network design to drive operating efficiency

June 26, 2026
Philbert Shih

AWS released details about a new network design that is aimed at driving operating efficiency in the...

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Yondr finances to support North America, Europe expansion

June 24, 2026
Sacha Kavanagh

Yondr Group closed two different types of financing to fund expansion in North America and Europe. ...

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BDx Data Centers partners with PLN to secure 1.2GW of power capacity in Indonesia

June 24, 2026
Louise Seputra

BDX Data Centers, backed by I Squared Capital, confirmed securing a number of power commitments in p...

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NVIDIA launches DSX AI factory platform with data centres not quite at the centre yet; NAVER deploying 55MW in South Korea

June 23, 2026
Philbert Shih

NVIDIA launched the NVIDIA DSX platform, a template and blueprint for building AI factories. ...

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WSS: Oracle continues hyperscale cloud growth momentum as large-scale leasing continues and new operating groups form

June 22, 2026
Philbert Shih

A long earnings season has already come to a close, but different reporting cycles means Oracle rele...

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WSS: Hyperscale landscape still in motion as neoclouds and AI labs keep building, while CapEx investments, capital raising continue unabated

June 15, 2026
Philbert Shih

The past week saw significant activity in hyperscale leasing and development as demand continues to ...

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WSS: Cryptocurrency firms continue transition to data centre colocation as demand profile remains strong in hyperscale, neocloud worlds

June 8, 2026
Philbert Shih

Earnings season has basically come to an end, but there were a few more companies that have now ente...

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Blackstone, Google form JV to build cloud service; but data centre capacity still the primary driver, not a new cloud business

June 2, 2026
Philbert Shih

Blackstone and Google established a joint venture to build a new company that will provide cloud in...

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WSS: Large-scale cloud deals are moving into the webscale tier as the sector’s crosses the ecosystem

June 1, 2026
Philbert Shih

The sector had a somewhat slower week as there were public holidays in a number of countries. Earnin...

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MI: Earnings saw growth acceleration flow through the ecosystem; AI the catalyst

May 29, 2026
Philbert Shih

Earnings season saw significant revenue growth acceleration from across the infrastructure services ...

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IREN expanding to Spain with Nostrum acquisition

May 27, 2026
Sacha Kavanagh

IREN is expanding into Europe with an agreement to acquire Spain-based Nostrum Group (formerly Ingen...

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