Archive for the ‘Colocation’ Category

1Q25 IB: Capital continues to pour into sector to support growth and expansion

June 6, 2025
Philbert Shih

The sector continues to see unprecedented levels of capital pour in to support growth and expansion ...

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1Q25 IB: GPU cloud provider growth rates reaching unprecedented heights

June 6, 2025
Philbert Shih

GPU cloud providers continue to scale at unprecedented rates, surpassing previous standards set by t...

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1Q25 IB: Master-planned data centre segment expanding even as more overlap with other segments of colocation business arises

June 6, 2025
Philbert Shih

The pre-development phase within the process of building hyperscale data centres continues to become...

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1Q25 IB: Chinese clouds continue rebound and recovery

June 6, 2025
Philbert Shih

Picking up where we left off last quarter, the Chinese hyperscalers continued to show signs of stabi...

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1Q25 IB: Hyperscale CapEx levels to remain as projected, with some adjustments for global trade issues

June 6, 2025
Philbert Shih

We noted last quarter how CapEx projections have held steady even as bearish sentiment towards the s...

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1Q25 IB: Edge-hyperscale can complement and be the answer to self-build

June 6, 2025
Philbert Shih

The hyperscale self-build continues to be a challenge to data centre colocation operators. ...

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1Q25 IB: Supply and demand imbalance continues to persist

June 6, 2025
Philbert Shih

Picking up from where we left off last quarter, all signs point to a continued imbalance between sup...

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1Q25 IB: Sector holds serve with stabilization reinforced amid another set of solid earnings results

June 6, 2025
Philbert Shih

The recent quarter again showed how the sector has stabilized after a few years of bumpiness and gro...

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1Q25 IB: Pauses in data centre builds not likely to be correlated to demand and supply dynamics

June 6, 2025
Philbert Shih

The rise of bearish sentiment towards the hyperscale and data centre sector has made every data poin...

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1Q25 IB: Executive Summary

June 6, 2025
Philbert Shih

The first quarter of the year was an eventful one to say the least. Bearish sentiment emerged as the...

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Soluna signs PPA for new 75MW facility in Texas

June 5, 2025
Vivian Kong

Soluna, a crypto hosting and HPC data centre provider, signed a PPA for its new development in north...

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AirTrunk brings in new MD from AWS

June 5, 2025
Philbert Shih

AirTrunk brought in AWS executive Carly Wishart as managing director, corporate & international....

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