Archive for the ‘Hyperscale’ Category

2Q25 IB: CoreWeave acquisition of Core Scientific could be idea for hyperscalers?

August 22, 2025
Philbert Shih

CoreWeave acquired data centre operator Core Scientific in the past quarter in deal valued at $9b. ...

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2Q25 IB: Growth in the sector is about to get more uneven and unpredictable

August 22, 2025
Philbert Shih

The growth trajectory of the sector has long been steady, incremental and somewhat predictable. ...

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2Q25 IB: Investors continue to acquire, support data centre operating platforms at unprecedented levels

August 22, 2025
Philbert Shih

Investor appetite for data centre operating platforms remains high and there was plenty of activity ...

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2Q25 IB: New company formation signs of investor interest and long-term opportunity in hyperscale infrastructure

August 22, 2025
Philbert Shih

The recent quarter saw an uptick in new company formation as investors continue to show strong inter...

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2Q25 IB: CapEx levels steady and on the rise

August 22, 2025
Philbert Shih

CapEx levels continue to rise and confirms the strong commitment hyperscalers have made to build out...

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2Q25 IB: Supply and demand imbalance marker of healthy demand profile, supply constraints

August 22, 2025
Philbert Shih

The supply and demand balance continues to persist and is not likely to correct itself any time soon...

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ODATA brings online new facility in Querétaro

August 21, 2025
Vivian Kong

ODATA, part of Aligned Data Centers, launched its new QR04 data centre in San Miguel de Allende in t...

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American Tower reports 2Q25 results; steady growth in data centre segment

August 20, 2025
Vivian Kong

American Tower reported its 2Q25 results, which included data points and KPIs around the CoreSite da...

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Digital Realty and Oracle expand collaboration to accelerate hybrid IT and AI adoption

August 20, 2025
Swapna Subramani

Digital Realty partnered with Oracle to integrate Oracle Cloud Solution Centers into its global data...

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Oracle Cloud deploying with DayOne in Batam, Indonesia

August 18, 2025
Philbert Shih

Multiple media reports confirm Oracle Cloud will deploy infrastructure in Batam, Indonesia with DayO...

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Iron Mountain reports 2Q25 results; signs 2.3MW of new leases, lowers full-year target

August 18, 2025
Ainsley Woods

Iron Mountain reported its 2Q25 results, signing a total of 2.3MW in new leasing during the quarter ...

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Meta partners with PIMCO, Blue Owl on $29b Louisiana data centre financing; signals shift to asset-light model

August 18, 2025
Ainsley Woods

Meta is working with PIMCO and Blue Owl Capital to raise $29b to support its data centre build-out i...

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