Archive for the ‘Hyperscale’ Category

MI: CapEx outlays rising further as hyperscalers invest to meet supply and demand imbalance

July 31, 2025
Philbert Shih

CapEx is a good indicator of addressable market for the hyperscale data centre sector. ...

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MI: Hyperscale pullbacks could be slowing down, but still no shift in fundamentals

July 31, 2025
Philbert Shih

There were reports in the past month that Google walked away from a self-build in Berlin, Germany. ...

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MI: Strategic investments, new company formation signalling sector health, investor interest

July 31, 2025
Philbert Shih

The past month saw significant strategic investment activity and new company formation. ...

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MI: Outsourcing uptake continues to climb amid push to AI and overall transformation trends

July 31, 2025
Philbert Shih

The past month saw more clues that enterprise demand for outsourced infrastructure is accelerating a...

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MI: Hyperscale leasing universe widening in AI ecosystem

July 31, 2025
Philbert Shih

The past month saw more momentum with hyperscale-level leasing. ...

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EdgeCore completes $235m in financing for future data centre development

July 30, 2025
Vivian Kong

EdgeCore has completed a $235m asset-backed securitization to refinance construction loans and fund ...

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SWI Group, part of Stoneweg, unveils new Europe AI and hyperscale platform AiOnX

July 30, 2025
Sacha Kavanagh

AiOnX debuted as European data centre platform backed by SWI Group. ...

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Aligned Data Centers to build new data centre campus in Conesville, OH

July 30, 2025
Vivian Kong

Aligned Data Centers shared plans for a new data centre campus in at the Conesville Industrial Park ...

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Digital Connexion brings in CEO to lead JV

July 29, 2025
Philbert Shih

Digital Connexion named C R Srinivasan as CEO. ...

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AirTrunk breaks ground on 40MW phase at its TOK1 campus in Inzai, Japan

July 29, 2025
Jabez Tan

AirTrunk broke ground on a new 40MW+ phase at its 300MW TOK1 campus. ...

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OpenAI reveals plans for Stargate initiative expansions in partnership with Oracle Cloud; aiming to build out 4.5GW

July 28, 2025
Philbert Shih

OpenAI confirmed plans to develop a significant amount of infrastructure capacity as part of the Sta...

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Google to build Sol cable to connect Florida, Spain via Bermuda, Azores

July 28, 2025
Sacha Kavanagh

Google announced a new transatlantic subsea cable, Sol, that will be the only cable between Florida ...

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