2Q25 IB: Hyperscale pullback debate continued, but still no solid evidence of overbuild situation or emerging bubble August 22, 2025 Philbert Shih There were a number of developments in the last quarter around hyperscale pullbacks, but things seem... Read more...
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... Read more...
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... Read more...
MERLIN Edged progress in Spain, Portugal, Madrid land banks; intel on CoreWeave leases August 18, 2025 Sacha Kavanagh Spain-based MERLIN Properties released its results for the six months ended 30 June 2025, which incl... Read more...
WSS: Earnings season reveals health of webscale, neocloud and managed infrastructure segments as demand permeates ecosystem August 18, 2025 Philbert Shih Another week saw the peak of earnings season as a significant cross-section of the cloud and manage... Read more...
CoreWeave reports 2Q25 results; strong demand and aggressive growth increases guidance August 12, 2025 Philbert Shih CoreWeave reported its 2Q25 results, with top-line revenue growth exceeding expectations and crossin... Read more...
WSS: Data centre earnings reflect AI and hypercale cloud growth impact August 11, 2025 Philbert Shih A busy week saw reports from earnings season, more hyperscale CapEx increases and neocloud and AI i... Read more...
Meta reports 2Q25 results; updated CapEx outlook, more AI infrastructure investments August 4, 2025 Philbert Shih Meta reported its 2Q25 results and shared important data points about its data centre requirements a... Read more...
WSS: Hyperscalers earnings show accelerating growth and investment levels as demand continues to outpace supply August 4, 2025 Philbert Shih The past week saw earnings season pick up pace and we got more visibility into the performance of t... Read more...
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... Read more...
WSS: Hyperscale earnings show signs of cloud growth acceleration and healthy demand even as pullbacks still happen July 28, 2025 Philbert Shih The past week was another busy one as earnings season kicked off and we got our first look at the r... Read more...
QTS doubling down in northern Netherlands July 24, 2025 Sacha Kavanagh Local media reports QTS Data Centers is under construction of a second data centre in Eemshaven in n... Read more...
