Archive for the ‘Colocation’ Category

KIO Data Centers expands QRO2; plans new developments across Mexico

September 1, 2026
Vivian Kong

KIO Data Centers completed phases two and three of its 12MW QRO2 facility, bringing the total invest...

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MI: Neocloud deal volume on the rise and to hit balance sheets soon

August 31, 2026
Philbert Shih

The past month saw more momentum for neoclouds as they signed significant AI-oriented compute infras...

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MI: AMD procures data centre capacity, becoming more proactive in helping service provider partners, major end users

August 31, 2026
Philbert Shih

The past month saw more activity from AMD as it looks to help its service providers and potentially ...

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MI: More crypto to colo firms sign multi-MW deals for data centre colocation

August 31, 2026
Philbert Shih

More former cryptocurrency firms are actively pivoting to the data centre business, and they are get...

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MI: RPO and CapEx KPIs indicate state of backlog and demand and supply dynamics for hyperscalers

August 31, 2026
Philbert Shih

There continue to be indicators that confirm the intensity of demand levels. ...

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MI: Flywheel effect intensifying and AI is serving as an accelerant

August 31, 2026
Philbert Shih

One of the main takeaways from earnings season this past month was the ongoing flywheel effect from ...

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MI: CoreWeave expansion to APAC confirms primacy of land and energy availability, scalability

August 31, 2026
Philbert Shih

Neoclouds are at the early stages of global expansion. ...

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MI: Earnings season saw broad-based cloud infrastructure growth acceleration, which flowed through the ecosystem

August 31, 2026
Philbert Shih

Earnings season was in full swing this August as the increasingly wide range of companies participat...

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WSS: More growth from cloud and hyperscale coming out of earnings as neocloud continues to push growth and expansion

August 31, 2026
Philbert Shih

Earnings season continued to move along and in the past week we looked at the results coming from a ...

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2Q26 IB: Hyperscale cloud infrastructure growth increasingly a function of available inventory

August 28, 2026
Philbert Shih

Hyperscale cloud and AI infrastructure growth is now increasingly a function of the ability to bring...

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2Q26 IB: ByteDance building regional serving hubs around Nordics, Brazil in LatAm

August 28, 2026
Philbert Shih

ByteDance recently opted against expansion of its data centre infrastructure in Dublin, Ireland as...

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2Q26 IB: Several changes in CEO seat at infrastructure companies

August 28, 2026
Philbert Shih

The quarter saw more movement in executive circles and there were a number of new CEOs brought on bo...

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