Archive for the ‘Self-Build’ Category

Google pushing forward with Austria data centre

September 3, 2025
Sacha Kavanagh

Local media reports, quoting local authorities, that Google is planning a data centre near Linz in n...

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WSS: Earnings season widens across ecosystem as AI pushes more neocloud leasing and hyperscale overflow

September 1, 2025
Philbert Shih

We have moved to the tail end of earnings season and last week, we took a closer look at the remain...

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Dominion Energy reports 2Q25 earnings; data centre development driving growth

August 27, 2025
Vivian Kong

Dominion Energy reported its 2Q25 earnings, which came with some data points on the company’s stra...

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AWS inks 80MW wind PPA with Gentari in Tamil Nadu

August 26, 2025
Swapna Subramani

AWS entered a long-term PPA with Gentari for an 80 MW wind energy project in Tamil Nadu’s Karur ...

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TeraWulf to host Fluidstack in data centre, takes option for 360MW in leases; strategic implications

August 25, 2025
Philbert Shih

Bitcoin miner and data centre operator TeraWulf signed a significant data centre colocation deal wit...

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Meta signs $10b cloud computing deal with Google Cloud; bridge capacity, immediate needs

August 25, 2025
Philbert Shih

Meta signed a large cloud computing deal with Google Cloud, according to multiple media outlets. ...

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WSS: Recurring themes coming out of earnings season extend across sector segments; AI uptake flowing through ecosystem

August 25, 2025
Philbert Shih

Earnings season has moved quickly with most of the sector having already reported. Last week, we lo...

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2Q25 IB: Executive Summary

August 22, 2025
Philbert Shih

The recent quarter saw the sector pick up from where it left off in the 1Q25 period. The larger deba...

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2Q25 IB: Neoclouds continue to drive colocation leasing activity

August 22, 2025
Philbert Shih

There was more neocloud data centre leasing activity in the recent quarter. ...

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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: 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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