WSS: Hyperscale growth acceleration building as hunt for capacity continues to intensify August 3, 2026 Philbert Shih The past week saw earnings season pick up pace and we took a closer look at the results coming from ... Read more...
MI: Ability to execute still being evaluated, but there are success cases emerging July 31, 2026 Philbert Shih Execution on delivering data centre capacity remains a challenge as requirements rise, time-to-marke... Read more...
MI: Early returns from earnings season points to more growth acceleration across cloud platforms July 31, 2026 Philbert Shih Earnings season is getting underway and the early returns suggest the sector is set to see even more... Read more...
MI: APAC data centre operators continue to raise capital for data centre builds, expansion July 31, 2026 Philbert Shih There was a material volume of capital raising activity from APAC-based data centre operating platfo... Read more...
MI: Anthropic procuring cloud and data centre to support capacity requirements July 31, 2026 Philbert Shih Anthropic has been extremely busy and procured significant capacity in the last month through differ... Read more...
MI: Potential hyperscalers make moves that telegraph intentions, shaping data centre demand July 31, 2026 Philbert Shih There were more developments in the past month from companies that could end up being new entrants i... Read more...
Blackstone launches APAC infrastructure investment platform July 30, 2026 Swapna Subramani Blackstone confirmed the launch of a dedicated APAC infrastructure investment platform, bringing in ... Read more...
Meta reports 2Q26 results; capacity building continues as compute business moves closer to reality July 30, 2026 Philbert Shih Meta reported its 2Q26 results, which included useful data points about CapEx and overall infrastruc... Read more...
WellSpan Health going AI-native, but has to move from legacy data centres to cloud first July 30, 2026 Philbert Shih WellSpan Health, serving Maryland and Pennsylvania, completed the migration of its IT infrastructure... Read more...
Microsoft deploying AMD-based GPUs and CPUs July 29, 2026 Philbert Shih Microsoft confirmed it would deploy AMD-based silicon on the Azure cloud infrastructure platform. ... Read more...
NTT GDC begins latest Berlin data centre July 29, 2026 Sacha Kavanagh HOCHTIEF Infrastructure announced it had been awarded a construction contract for a new NTT GDC data... Read more...
AiOnX pre-leases Dublin campus; updates on other projects July 29, 2026 Sacha Kavanagh Financial reports from SWI Group and Stoneweg Europe Stapled Trust (SERT) indicate AiOnX has pre-lea... Read more...
