Archive for the ‘Colocation’ Category

MI: Hyperscalers looking to work more closely with cryptocurrency with resource pipelines, expertise

October 31, 2025
Philbert Shih

Hyperscale platforms try to self-perform as much as they can when it comes to data centre infrastruc...

Read more...

MI: Hyperscalers opting for external capital resources to fund CapEx for data centre builds

October 31, 2025
Philbert Shih

Hyperscale investments in data centres is reaching a level where the CapEx can no longer be solely f...

Read more...

MI: Data points suggest AI platforms are building revenue base, gaining momentum

October 31, 2025
Philbert Shih

There has been a lot of discussion about a possible AI bubble that will result in the sector being o...

Read more...

MI: Hyperscale cloud showing acceleration in revenue growth; multi-faceted drivers

October 31, 2025
Philbert Shih

Earnings season kicked off towards the end of the recent month and the hyperscalers have already rep...

Read more...

Goodman acquires land in Silicon Valley for data centre development

October 31, 2025
Vivian Kong

Goodman Group acquired a 45.8-acre property in San Jose, California. ...

Read more...

Amazon reports 3Q25 results; acceleration in growth pushed by capacity additions, alongside cloud and AI demand

October 31, 2025
Philbert Shih

Amazon reported its 3Q25 results, which saw AWS cloud revenue growth accelerate amid expansions in A...

Read more...

AWS to invest additional $5b to develop data centres in South Korea

October 30, 2025
Jabez Tan

Media reports indicate that AWS is planning to invest a further US$5b in the construction of new AI ...

Read more...

Google reports 3Q25 results; more growth acceleration, CapEx increases amid strong demand signals

October 30, 2025
Philbert Shih

Google reported its 3Q25 results, which showed more growth acceleration as demand signals remain str...

Read more...

Aligned and Calibrant partner for battery storage solutions

October 30, 2025
Vivian Kong

Aligned Data Centers and Calibrant Energy will partner for data centre energy solutions at Aligned&#...

Read more...

OpenAI transitions to for-profit company; Microsoft to own 27% stake and continue providing compute infrastructure

October 30, 2025
Jabez Tan

OpenAI completed a transition to a for-profit public benefit corporation called OpenAI Group PBC. ...

Read more...

Lambda building data centre in Kansas City for AI end user

October 30, 2025
Philbert Shih

Lambda confirmed plans to build a data centre in Kansas City, Missouri. ...

Read more...

CoreWeave acquisition of Core Scientific will not happen; implications for self-builds, colocation

October 30, 2025
Philbert Shih

Core Scientific confirmed that it has rejected the merger agreement with CoreWeave, bringing an end ...

Read more...