Applied Digital raises debt for pre-development costs; negotiating with hyperscaler December 30, 2025 Sacha Kavanagh Applied Digital entered into a $100m debt facility with Macquarie Group to fund pre-lease developmen... Read more...
Deutsche Telekom, NVIDIA partner on Munich AI Factory and Industrial AI Cloud December 30, 2025 Sacha Kavanagh German telco Deutsche Telekom and NVIDIA announced what they claim is the world’s first Industrial... Read more...
OpenAI acquires Neptune; technology addition to enhance model training analysis December 30, 2025 Philbert Shih OpenAI acquired Neptune, a provider of monitoring, tracking and de-bugging tools used to help train ... Read more...
WSS: As bubble debates continues, more expansion, strategic activity and hyperscale leasing December 29, 2025 Philbert Shih The sector remains remarkably busy even as the year starts to wind down. We recently published a rep... Read more...
UK announces North Wales AI zone, SMR project, new measures to speed AIGZ delivery December 19, 2025 Philbert Shih The UK government announced another AI Growth Zone, along with the country’s first SMR project and... Read more...
Reports of Oracle, OpenAI alleged challenges with build timelines early and a bit over the top December 19, 2025 Philbert Shih Media reports citing unnamed sources say that Oracle has pushed back completion dates for some of th... Read more...
Cassava Technologies secures NVIDIA investment; rolls out Africa’s first GPUaaS December 18, 2025 Sacha Kavanagh NVIDIA made an undisclosed investment in UK-HQd Cassava Technologies, soon before Cassava announced ... Read more...
Renewable energy company Forestalia latest to get into Zaragoza data centre market in Spain December 18, 2025 Sacha Kavanagh Local media reports indicate Spanish renewable energy company Forestalia will invest over €12b in ... Read more...
Brookfield and Qai launch $20b JV to build AI infrastructure in Qatar and beyond December 18, 2025 Swapna Subramani Brookfield and Qai, Qatar’s national AI company backed by the Qatar Investment Authority, formed a... Read more...
Microsoft commits $17.5b to scale India’s AI-ready cloud and sovereign capacity December 18, 2025 Swapna Subramani Microsoft confirmed plans to invest US$17.6b in India over 2026–2029 to expand AI-grade cloud skil... Read more...
Fluidstack reported to be targeting capital raise of $700m December 17, 2025 Philbert Shih Multiple media outlets have reported that neocloud provider Fluidstack is in the process of raising ... Read more...
Schneider Electric, Digital Realty partner for equipment capacity; future proofing supply chains December 17, 2025 Swapna Subramani Schneider Electric and Digital Realty signed a $373m supply capacity agreement to secure and shorten... Read more...
