WSS: Data centre segment continues strength of earnings season amid more AI deals and expansion activity March 16, 2026 Philbert Shih The tail end of a long earnings season is nearing and we took a closer look this past week at the re... Read more...
4Q25 IB: Hyperscale CapEx outlays still on the rise March 13, 2026 Philbert Shih Hyperscale CapEx outlays continue to accelerate and projections increased again moving into 2026. ... Read more...
4Q25 IB: Meta continues to build infrastructure aggressively March 13, 2026 Philbert Shih Meta continues to ramp up its CapEx spend and is developing data centre capacity at an aggressive pa... Read more...
4Q25 IB: AI platforms diversifying chip suppliers to manage supply constraints, time-to-market March 13, 2026 Philbert Shih AI platforms continue to diversify the chip suppliers they are using and this is also driving hypers... Read more...
US-Israel war on Iran; implications for data centres and AI infrastructure March 10, 2026 Swapna Subramani The US-Israel-Iran war has reached its 1-week threshold with no signs of de-escalation from either s... Read more...
WSS: Earnings seasons showing more growth acceleration, while leasing and expansion continues against backdrop of armed conflict in Middle East March 9, 2026 Philbert Shih The past few weeks have seen a number of companies from across the ecosystem report earnings. Last w... Read more...
Google partners with Xcel Energy to power new data centre in Minnesota March 5, 2026 Vivian Kong Google and Xcel Energy entered a partnership to build a new data centre in Pine Island, Minnesota. ... Read more...
Amazon, AWS make another significant investment in Spain; cloud, AI capacity, supply chain resources March 4, 2026 Sacha Kavanagh Amazon announced a €33.7b investment in Spain to expand cloud and AI infrastructure as well as bui... Read more...
Riot Platforms converts cryptomining site to HPC, signs lease with AMD; AMD cloud delivery and colocation end user? March 3, 2026 Vivian Kong Cryptomining firm Riot Platforms has pivoted a part of their business to HPC data centres. The compa... Read more...
CoreWeave reports 4Q25 results; demand continues to outpace supply as capacity construction pushes forward March 2, 2026 Philbert Shih CoreWeave reported its 4Q25 results, which showed more aggressive growth backed by strong contracted... Read more...
Nebius plans to open new data centre in northern France this summer March 2, 2026 Sacha Kavanagh Some more details were revealed about one of the nine new data centres confirmed by Amsterdam-based ... Read more...
WSS: Growth acceleration continues across ecosystem as AMD looks to build out delivery channel March 2, 2026 Philbert Shih The past week saw earnings season continue, with results coming from the neocloud, webscale and man... Read more...
