Posts Tagged ‘self-build’

1Q25 IB: Hyperscale CapEx levels to remain as projected, with some adjustments for global trade issues

June 6, 2025
Philbert Shih

We noted last quarter how CapEx projections have held steady even as bearish sentiment towards the s...

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1Q25 IB: Pauses in data centre builds not likely to be correlated to demand and supply dynamics

June 6, 2025
Philbert Shih

The rise of bearish sentiment towards the hyperscale and data centre sector has made every data poin...

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Microsoft launches cloud infrastructure region in Kuala Lumpur, Malaysia

June 2, 2025
Philbert Shih

Microsoft brought online the Malaysia West cloud infrastructure region in Kuala Lumpur, Malaysia. ...

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Microsoft opens cloud infrastructure region in Jakarta, Indonesia

June 2, 2025
Philbert Shih

Microsoft confirmed the opening of its first cloud infrastructure region in Jakarta, Indonesia. ...

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MGX, NVIDIA, Mistal AI plot huge AI campus in Paris

June 2, 2025
Sacha Kavanagh

MGX, NVIDIA, Mistral AI and Bpifrance (a French public sector investment bank) formed a JV to build ...

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MI: Healthy demand drives expansion initiatives on a global basis

May 30, 2025
Philbert Shih

Demand continues to be steady and that is translating into growth and expansion initiatives on the d...

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MI: Evidence continues to pile up against overbuild thesis; Microsoft data points at the centre of it

May 30, 2025
Philbert Shih

Over the last several months, we have commented extensively on the issue of hyperscale pullbacks and...

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MI: Hyperscale CapEx, supply chains seeing impact from global trade issues

May 30, 2025
Philbert Shih

As global trade issues and uncertainty around the macroeconomic environment swirl, close attention i...

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Crusoe, Blue Owl, Primary Digital JV moves into $15b second phase for data centre in Abilene, TX

May 26, 2025
Philbert Shih

The JV between data centre operator Crusoe Energy, Blue Owl Capital and Primary Digital Infrastructu...

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Microsoft brings back senior executive to focus on data centre development

May 23, 2025
Philbert Shih

Microsoft brought back Jennifer Weitzel as corporate VP of engineering, procurement and construction...

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Tract acquires 1,515 acres in Caldwell County, Texas

May 15, 2025
Vivian Kong

Data centre developer Tract acquired 1,515 acres in Caldwell County, between Austin and San Antonio....

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Nscale reportedly raising $2.7b and doing deal with ByteDance

May 14, 2025
Sacha Kavanagh

Media reports London-based GPUaaS provider Nscale is looking to raise ~$2.7b. ...

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