Author Archive

WSS: Earnings season shows flow through from hyperscale and AI growth as expansion activity shows no signs of slowing down

November 10, 2025
Philbert Shih

The sector had a busy week as earnings season is now in full swing. Last week, we took a look at th...

Read more...

QTS partners with Lumen for network capacity to serve hyperscale, AI requirements

November 7, 2025
Philbert Shih

QTS Data Centers and Lumen confirmed a partnership to build out next-generation network capacity to ...

Read more...

OpenAI partners with AMD for GPUs; accelerating compute build-out

November 7, 2025
Philbert Shih

OpenAI and AMD confirmed a new strategic partnership that will aim to deploy 6GW of GPUs built by AM...

Read more...

Vertiv acquires PurgeRite for thermal and liquid management capabilities

November 7, 2025
Philbert Shih

Vertiv acquired PurgeRite from Milton Street Capital for $1b in cash. ...

Read more...

Cloudflare integrates networking, security and performance capabilities with Oracle Cloud

November 6, 2025
Philbert Shih

Cloudflare integrated its connectivity, networking, security and performance optimization capabiliti...

Read more...

Brookfield invests $5b in Bloom Energy; deploying fuel cell technology to get behind grid

November 6, 2025
Philbert Shih

Brookfield made a $5b investment in Bloom Energy as part of its wider AI infrastructure strategy. ...

Read more...

TeraWulf, Fluidstack form JV to build data centre campus in Abernathy, Texas; expanding footprint

November 6, 2025
Philbert Shih

Bitcoin miner and data centre operator TeraWulf formed a JV with its tenant neocloud provider Fluids...

Read more...

Anthropic reported to have raised revenue projections

November 5, 2025
Philbert Shih

Media reports indicate AI company Anthropic has raised its revenue projections as growth continues t...

Read more...

Related Digital to build for Stargate initiative’s Oracle Cloud and OpenAI in Michigan

November 5, 2025
Philbert Shih

Related Digital confirmed plans to build a hyperscale data centre campus for the Stargate initiative...

Read more...

Eaton acquires Boyd Thermal; looking to enhance liquid cooling capabilities, technology

November 5, 2025
Philbert Shih

Summary: Power management company Eaton acquired the Boyd Thermal business, part of Boyd Corporation...

Read more...

OpenAI to use $37b of AWS cloud infrastructure

November 3, 2025
Philbert Shih

AWS and OpenAI confirmed a large cloud infrastructure deal. ...

Read more...

Applied Digital reports FY1Q26 results; time-to-market and focus on develop, operate driving leasing activity

November 3, 2025
Philbert Shih

Applied Digital reported its 1QFY26 results for the period that ended on August 31, 2025. ...

Read more...