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... Read more...
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... Read more...
KKR, Energy Capital Partners to develop hyperscale campus in Texas with CyrusOne, Calpine August 27, 2025 Vivian Kong Investment firm KKR and Energy Capital Partners will partner to develop a new data centre campus in ... Read more...
AirTrunk to develop new 70MW data centre in Singapore; secures $1.8b green loan August 26, 2025 Jabez Tan AirTrunk secured a S$2.25b (US$1.75b) green loan in Singapore to support the development of a new 70... Read more...
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... Read more...
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... Read more...
Apollo acquires Stream Data Centers August 14, 2025 Philbert Shih Apollo disclosed that funds it manages acquired a majority interest in Dallas-based Stream Data Cent... Read more...
AEP reports 2Q25 earnings; 18GW of data centre load in queue August 8, 2025 Vivian Kong American Electric Power (AEP) reported its 2Q25 earnings, including notable data points on data cent... Read more...
Ireland approves new policy for private connections; Digital Realty plans gas plant for Dublin data centre August 7, 2025 Sacha Kavanagh The Irish government approved a major reform to rules on electricity infrastructure, which could giv... Read more...
Ohio approves settlement agreement proposed by AEP Ohio July 21, 2025 Vivian Kong The Public Utilities Commission of Ohio (PUCO) has approved of the settlement proposal that was put ... Read more...
Energy companies plot 5GW of UK data centre capacity; early stage of master-planned campuses? July 10, 2025 Sacha Kavanagh Two UK power companies, Frontier Power and Ethos Green Energy, signed a joint development agreement ... Read more...
CyrusOne strikes partnership with E.ON; first project for local power generation at new Frankfurt data centre June 25, 2025 Sacha Kavanagh CyrusOne struck an agreement with energy company E.ON in the form of a preferred partnership. ... Read more...
