Author Archive

WSS: AI infrastructure expansions in the UK point to global growth as overflow continues and more multi-MW consumers raise capital

September 29, 2025
Philbert Shih

Another busy week for the sector saw more investment and expansion activity in global markets for A...

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Stargate initiative expanding to multiple US locations; 5.5GW of capacity planned

September 24, 2025
Philbert Shih

OpenAI, Oracle and SoftBank confirmed plans to expand the Stargate initiative with five new data cen...

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NVIDIA, OpenAI partnering for gigawatt-level infrastructure builds; makes investment in OpenAI

September 24, 2025
Philbert Shih

NVIDIA and OpenAI disclosed intentions to establish a strategic partnership that will see them colla...

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BlackRock to invest £500m in UK data centres

September 23, 2025
Philbert Shih

BlackRock disclosed plans to roll out a £500m investment to support enterprise data centres in the ...

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Oracle names co-CEOs with cloud and AI top of mind

September 23, 2025
Philbert Shih

Oracle named two internal executives – Clay Magouyrk and Mike Sicilia – as co-CEOs of Or...

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Meta, Oracle Cloud said to be actively working on $20b cloud infrastructure deal

September 23, 2025
Philbert Shih

Media reports say Oracle is actively working on a deal with Meta that would see it procure about $20...

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CoreWeave to invest additional £1.5b in UK; build third data centre location with DataVita

September 22, 2025
Philbert Shih

CoreWeave confirmed plans to invest £1.5b in the next phase of its infrastructure expansion in the ...

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Tencent reports 2Q25 results: CapEx shifts, more growth acceleration

September 22, 2025
Philbert Shih

Tencent reported its 2Q25 results and included details about its CapEx investments and cloud revenue...

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Bain Capital sells China data centre operators of Chindata Group

September 22, 2025
Philbert Shih

Bain Capital confirmed the sale of Chindata’s data centre assets in China, now known as WinTri...

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WSS: AI growth driving hyperscale and neocloud demand a NVIDIA continues to seed delivery ecosystem

September 22, 2025
Philbert Shih

It was a busy week as demand for AI-oriented infrastructure drove consumption of hyperscale cloud a...

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Vultr rolls out new AMD GPUs

September 19, 2025
Philbert Shih

Vultr made available cloud instances enabled with the fourth generation AMD Instinct MI355X GPU. ...

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Duke Energy supporting AWS data centre campus build in North Carolina

September 18, 2025
Philbert Shih

Duke Energy recently reported its 2Q25 results and they included details about the work it has done ...

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