Calpine and CyrusOne plan second phase of development for hyperscale campus in Texas November 24, 2025 Vivian Kong Calpine Corporation shared details on the second phase of its 400MW power supply agreement with Cyru... Read more...
Anthropic investing $50b to build capacity in partnership with Fluidstack; Google angle the key November 24, 2025 Philbert Shih Anthropic confirmed it would invest $50b to build out data centres in the US in partnership with Flu... Read more...
WSS: More growth acceleration from earnings season as neocloud performs well; M&A driving more entries into compute space and self-building expanding November 24, 2025 Philbert Shih Another busy week saw more reports from earnings season that point to steady and even accelerating ... Read more...
nLighten discusses grid stabilisation progress at Frankfurt data centre November 21, 2025 Sacha Kavanagh We recently toured nLighten’s FRA1 data centre in Frankfurt, and sat down with management to get i... Read more...
Data4 contracts renewable energy for Spain data centres November 20, 2025 Sacha Kavanagh Data4 signed a 10 year contract with TotalEnergies to power its Spain data centres with renewable en... Read more...
SAMCA secures approval for €2.6b data centre campus in Zaragoza, Spain November 19, 2025 Ainsley Woods Spanish industrial group SAMCA received Project of General Interest of Aragon (PIGA) approval for it... Read more...
Cipher signs $5.5b data centre deal with AWS; developing more sites for AI, hyperscale infrastructure November 17, 2025 Philbert Shih Publicly listed Cipher and its Cipher Mining arm signed a 15-year deal with AWS worth $5.5b to provi... Read more...
Microsoft to invest $10b in Sines, Portugal AI data centre November 17, 2025 Ainsley Woods Microsoft confirmed plans to invest $10b in AI infrastructure at a data centre in Sines, Portugal. ... Read more...
WSS: Earnings shows more signs of growth acceleration as AI inferencing drives demand and strategic moves November 17, 2025 Philbert Shih A busy week saw earnings season in full swing and the results coming in from across the ecosystem s... Read more...
Meta planning for $600b investment in US-based data centres November 12, 2025 Philbert Shih Meta confirmed plans to invest $600b to build AI data centres in the US. This investment is projecte... Read more...
WSS: Earnings season shows flow through from hyperscale and AI growth as expansion activity shows no signs of slowing down November 10, 2025 Philbert Shih The sector had a busy week as earnings season is now in full swing. Last week, we took a look at th... Read more...
Brookfield invests $5b in Bloom Energy; deploying fuel cell technology to get behind grid November 6, 2025 Philbert Shih Brookfield made a $5b investment in Bloom Energy as part of its wider AI infrastructure strategy. ... Read more...
