Archive for the ‘Energy’ Category

WSS: Earnings season widens across ecosystem as AI pushes more neocloud leasing and hyperscale overflow

September 1, 2025
Philbert Shih

We have moved to the tail end of earnings season and last week, we took a closer look at the remain...

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Dominion Energy reports 2Q25 earnings; data centre development driving growth

August 27, 2025
Vivian Kong

Dominion Energy reported its 2Q25 earnings, which came with some data points on the company’s stra...

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KKR, Energy Capital Partners to develop hyperscale campus in Texas with CyrusOne, Calpine

August 27, 2025
Vivian Kong

Investment firm KKR and Energy Capital Partners will partner to develop a new data centre campus in ...

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AWS inks 80MW wind PPA with Gentari in Tamil Nadu

August 26, 2025
Swapna Subramani

AWS entered a long-term PPA with Gentari for an 80 MW wind energy project in Tamil Nadu’s Karur ...

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AirTrunk to develop new 70MW data centre in Singapore; secures $1.8b green loan

August 26, 2025
Jabez Tan

AirTrunk secured a S$2.25b (US$1.75b) green loan in Singapore to support the development of a new 70...

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TeraWulf to host FluidStack in data centre, takes option for 360MW in leases; strategic implications

August 25, 2025
Philbert Shih

Bitcoin miner and data centre operator TeraWulf signed a significant data centre colocation deal wit...

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WSS: Recurring themes coming out of earnings season extend across sector segments; AI uptake flowing through ecosystem

August 25, 2025
Philbert Shih

Earnings season has moved quickly with most of the sector having already reported. Last week, we lo...

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2Q25 IB: Executive Summary

August 22, 2025
Philbert Shih

The recent quarter saw the sector pick up from where it left off in the 1Q25 period. The larger deba...

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MERLIN Edged progress in Spain, Portugal, Madrid land banks; intel on CoreWeave leases

August 18, 2025
Sacha Kavanagh

Spain-based MERLIN Properties released its results for the six months ended 30 June 2025, which incl...

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Apollo acquires Stream Data Centers

August 14, 2025
Philbert Shih

Apollo disclosed that funds it manages acquired a majority interest in Dallas-based Stream Data Cent...

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WSS: Data centre earnings reflect AI and hypercale cloud growth impact

August 11, 2025
Philbert Shih

A busy week saw reports from earnings season, more hyperscale CapEx increases and neocloud and AI i...

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AEP reports 2Q25 earnings; 18GW of data centre load in queue

August 8, 2025
Vivian Kong

American Electric Power (AEP) reported its 2Q25 earnings, including notable data points on data cent...

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