Archive for the ‘Self-Build’ Category

Google to expand self-build capacity in Frankfurt

November 20, 2025
Sacha Kavanagh

Google plans to invest €5.5b to expand data centre capacity in Frankfurt between 2006 and 2029. ...

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Meta breaks ground on data centre in Beaver Dam, Wisconsin

November 18, 2025
Vivian Kong

Meta broke ground on its newest data centre in Beaver Dam, Wisconsin, and its 30th globally. ...

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CoreWeave reports 3Q25 results; data centre delivery delays have short-term impact, self-building data centres to de-risk capacity building

November 17, 2025
Philbert Shih

CoreWeave reported its 3Q25 results, which saw more revenue growth, but some slowing given data cent...

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WSS: Earnings shows more signs of growth acceleration as AI inferencing drives demand and strategic moves

November 17, 2025
Philbert Shih

A busy week saw earnings season in full swing and the results coming in from across the ecosystem s...

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The age of fake data centres: complexity, people and tools

November 12, 2025
Daniel Golding

In the last several months, I have seen it all, including several projects that are failing in slow ...

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Meta planning for $600b investment in US-based data centres

November 12, 2025
Philbert Shih

Meta confirmed plans to invest $600b to build AI data centres in the US. This investment is projecte...

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Meta expanding in Montgomery, Alabama

November 11, 2025
Philbert Shih

Meta recently confirmed new expansion plans for its data centre campus in Montgomery, Alabama. ...

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Microsoft, True IDC, CP Group partner for cloud data centre development in Thailand

November 11, 2025
Philbert Shih

Microsoft, Thai conglomerate Charoen Pokphand Group (CP Group), True Corporation and True Internet D...

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Meta reports 3Q25 results; CapEx outlays still climbing

November 10, 2025
Philbert Shih

Meta reported its 3Q25 results and shared important data points about its data centre requirements a...

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Microsoft contracts 200k NVIDIA GPUs from Nscale in US, Europe

November 10, 2025
Sacha Kavanagh

Nscale and Microsoft signed an expanded deal that will see Nscale deliver ~200k NVIDIA GB300 GPUs to...

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WSS: Earnings season shows flow through from hyperscale and AI growth as expansion activity shows no signs of slowing down

November 10, 2025
Philbert Shih

The sector had a busy week as earnings season is now in full swing. Last week, we took a look at th...

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Google to invest $9b into South Carolina and expand data centre footprint

November 7, 2025
Vivian Kong

Google confirmed that it will invest $9b in South Carolina through 2027. ...

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