Posts Tagged ‘self-build’

MI: Hyperscalers opting for external capital resources to fund CapEx for data centre builds

October 31, 2025
Philbert Shih

Hyperscale investments in data centres is reaching a level where the CapEx can no longer be solely f...

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MI: Data points suggest AI platforms are building revenue base, gaining momentum

October 31, 2025
Philbert Shih

There has been a lot of discussion about a possible AI bubble that will result in the sector being o...

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MI: Hyperscale cloud showing acceleration in revenue growth; multi-faceted drivers

October 31, 2025
Philbert Shih

Earnings season kicked off towards the end of the recent month and the hyperscalers have already rep...

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AWS to invest additional $5b to develop data centres in South Korea

October 30, 2025
Jabez Tan

Media reports indicate that AWS is planning to invest a further US$5b in the construction of new AI ...

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WSS: Hyperscale, neocloud growth continues to drive infrastructure absorption; strategic M&A looking for global hyperscale data centre platforms

October 27, 2025
Philbert Shih

It was a busy week across the sector as hyperscale data centre and cloud infrastructure continues t...

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Meta, Blue Owl Capital form JV to development data centre campus in Louisiana

October 23, 2025
Philbert Shih

Meta and Blue Owl Capital disclosed formation of a JV to develop and own the Hyperion data centre ca...

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Meta breaks ground on new data centre in El Paso, Texas

October 23, 2025
Vivian Kong

Meta broke ground on its newest AI-focused data centre campus in El Paso, Texas. ...

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AIP acquires Aligned Data Centers; brings operating platform and flexibility to scale

October 20, 2025
Philbert Shih

A consortium made up of investors and strategic technology entities acquired all of the equity in Da...

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Crusoe partners with Tallgrass for data centre campus in Wyoming

October 20, 2025
Philbert Shih

Crusoe recently confirmed a partnership with energy infrastructure provider Tallgrass to develop a h...

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Crusoe brings in chief real estate officer

October 20, 2025
Philbert Shih

Data centre operator Crusoe named Matt Field as chief real estate officer. ...

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Google outlines two-year $5b investment in AI infrastructure, skills in Belgium

October 20, 2025
Sacha Kavanagh

Google confirmed plans to invest $5b in AI in Belgium over two years. ...

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WSS: infra / STRUCTURE 2025 debates the future of hyperscale infrastructure, coming out with measured optimism and realism

October 20, 2025
Philbert Shih

We had a slower publishing schedule this past week due to the sixth annual infra / STRUCTURE summit...

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