Posts Tagged ‘Meta’

Meta reports 1Q25 results; CapEx guidance up amid steady demand outpacing supply

May 6, 2025
Philbert Shih

Meta reported its 1Q25 results, which were highlighted by an increase in CapEx guidance. ...

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Meta reported to be planning more data centres, raising capital for projects

March 3, 2025
Philbert Shih

Media reports suggest Meta is in talks with investors to fund $30-35b in data centre development. ...

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Meta reports 4Q24 results; CapEx rises again and no signs of slowing down in near-term

February 3, 2025
Philbert Shih

Meta reported its 4Q24 results, which provided more insights into where CapEx levels are at and how ...

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Meta shares CapEx update amid plans to build GW-scale data centre in Louisiana

January 29, 2025
Philbert Shih

Meta shared some data points about its AI infrastructure plans moving into 2025. The information was...

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Social media hyperscaler said to be planning deployment of edge-hyperscale data centres in multiple US markets

January 27, 2025
Philbert Shih

An expert inquiry call (made available to research services) conducted with an investment profession...

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Digital 9 continues wind-down with agreement to sell EMIC-1 subsea cable project

January 24, 2025
Sacha Kavanagh

London-listed Digital 9 Infrastructure agreed to sell its interest in the Europe Middle-East India C...

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Meta expands network capacity with Lumen

December 11, 2024
Jim Davis

Lumen Technologies and Meta recently confirmed an agreement that will expand Meta’s network capaci...

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Meta reports 3Q24 results; CapEx continues to climb, driven by servers, GPUs

November 11, 2024
Philbert Shih

Meta reported its 3Q24 results, which provided more insights into its CapEx investment levels. ...

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Edged Energy and Merlin break ground in Lisbon

October 21, 2024
Ainsley Woods

Merlin Properties and Edged Energy have begun construction on a 180MW data centre campus in Lisbon, ...

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Meta facing labour dispute at Dublin data centre

October 18, 2024
Sacha Kavanagh

An interesting story out of Ireland indicates hyperscalers and data centre operators may face more t...

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2Q24 IB: Separation emerging fast between data centre infrastructure for traditional cloud and AI

September 13, 2024
Philbert Shih

There is separation rapidly emerging between traditional hyperscale compute and storage infrastructu...

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Meta signs two PPAs with RWE for solar in US

September 12, 2024
Vivian Kong

RWE, said to be the third largest renewable energy company in the US, signed two long-term power pur...

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