Archive for the ‘AI’ Category

Meta shares CapEx update amid plans to build GW-scale data centre in Louisiana

January 29, 2025
Philbert Shih

Meta shared some data points about its AI infrastructure plans moving into 2025. The information was...

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AWS commits $8.3b to expand data centres for Mumbai cloud region in Maharashtra

January 29, 2025
Swapna Subramani

Amazon Web Services confirmed making an investment of $8.3b to expand its cloud infrastructure in th...

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DeepSeek not going to deep-six infrastructure sector; optimization wave will moderate demand, but also have many benefits

January 28, 2025
Philbert Shih

There has been plenty of chatter, or more accurately a collective freak out, around Chinese AI start...

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Stargate Project launches; building hyperscale, AI infrastructure in Abilene, Texas

January 28, 2025
Philbert Shih

The Stargate Project is a new company launched last week that aims to invest $500b in infrastructure...

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Jim Chanos misses again with warnings of data centre infrastructure overbuild

January 27, 2025
Philbert Shih

Renowned hedge fund manager Jim Chanos, who a couple years back shorted data centre REITs and warned...

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Social media hyperscaler said to be planning deployment of edge-hyperscale data centres in multiple US markets

January 27, 2025
Philbert Shih

An expert inquiry call (made available to research services) conducted with an investment profession...

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MERLIN, Edged Energy plot two 1GW campuses in Spain

January 27, 2025
Sacha Kavanagh

Spain’s MERLIN Properties and Edged Energy are plotting two huge campuses in the Extremadura regio...

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WSS: Launches, JVs and investments driven by demand and capital requirements for expansion, while geopolitics lurks in the background

January 27, 2025
Philbert Shih

An eventful week saw the sector gather at the PTC event in Hawaii, while there were various develop...

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AI campus with BESS proposed for Anglesey in the UK

January 24, 2025
Sacha Kavanagh

A pre-application consultation has been opened for a large data centre and BESS (battery energy stor...

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IBM hosts supercomputer on CoreWeave, partners for storage

January 24, 2025
Philbert Shih

CoreWeave confirmed IBM as a cloud infrastructure customer. ...

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Applied Digital partners with Macquarie Asset Management; financing facility for data centre development, hyperscale customer

January 23, 2025
Philbert Shih

Applied Digital and Macquarie Asset Management (MAM) formed a partnership that will see MAM provide ...

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Microsoft to deploy Azure Extended Zone in Perth, Australia

January 22, 2025
Jabez Tan

Microsoft confirmed plans to deploy an Azure Extended Zone in Perth, Australia by mid-2025. ...

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