Posts Tagged ‘self-build’

Meta reports 2Q26 results; capacity building continues as compute business moves closer to reality

July 30, 2026
Philbert Shih

Meta reported its 2Q26 results, which included useful data points about CapEx and overall infrastruc...

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Meta reported to be in talks with Anthropic, possibly for cloud; hires AWS compute executive

July 27, 2026
Philbert Shih

Media reports point to more activity at Meta as it looks to build out cloud computing capabilities. ...

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WSS: Earnings season kicks off with growth acceleration as hyperscale and AI infrastructure demand continues to drive global data centre expansion

July 27, 2026
Philbert Shih

The past week saw the beginning of what promises to be a long but revealing earnings season. Google ...

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Google reports 2Q26 results; growth driving CapEx to build capacity being supported by third party data centres

July 24, 2026
Philbert Shih

Google reported its 2Q26 results, which showed more significant revenue growth acceleration. In resp...

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Meta invests another $50b into Richland Parish, Louisiana

July 23, 2026
Vivian Kong

Meta plans invest $50b to expand its Hyperion data centre campus in Richland Parish, Louisiana. ...

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AWS breaks ground in Telangana

July 23, 2026
Swapna Subramani

Amazon Web Services has began construction on a new data centre campus in Bharat Future City, on the...

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WSS: More clues to question of next hyperscalers as sector sees more signs of growth acceleration in advance of earnings season

July 20, 2026
Philbert Shih

There has been a lot of activity over the last several weeks that offer hints for answering the ques...

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Google plots Austria self-build expansion

July 17, 2026
Sacha Kavanagh

Google filed plans to expand its campus in north Austria, having broken ground on the first data cen...

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Meta reported to be building cloud computing infrastructure business; SpaceXAI template sign of opportunism or committed push into cloud?

July 16, 2026
Philbert Shih

Media reports indicate that Meta is pushing forward to build a cloud computing business that would s...

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Amazon expands Mumbai, India data centre footprint

July 14, 2026
Swapna Subramani

Amazon Data Services India pre-leased an additional four acres of land in Powai, Mumbai Metropolitan...

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Meta confirms 1GW data centre campus in Alberta

July 14, 2026
Ainsley Woods

Meta will build its first Canadian data centre to the northeast of Edmonton in Sturgeon County, Albe...

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Vertiv opens Johor manufacturing facility for AI infrastructure hardware

July 13, 2026
Jason Zhou

Vertiv opened a manufacturing facility in Senai, Johor, Malaysia, expanding its production base for ...

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