Archive for the ‘Hyperscale’ Category

Nebius upsizes $4.6b private offering

March 19, 2026
Sacha Kavanagh

Nebius announced the pricing of $4b private offering of convertible senior notes, upsized from the p...

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Tencent Cloud reports 4Q25 results; demand profile healthy, building supply to meet it

March 18, 2026
Philbert Shih

Tencent reported its 4Q25 results, which included some insights on the trajectory of the cloud infra...

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Digital Edge closes $655m green loan for data centre campus in Jakarta, Indonesia

March 18, 2026
Philbert Shih

Singapore-based DigitalEdge confirmed closing of a US$655m green loan. ...

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Bell Canada to build 300MW AI data centre in Regina; CoreWeave and Cerebras as tenants

March 18, 2026
Vivian Kong

Bell Canada shared plans to build a 300MW AI data centre in Sherwood, Saskatchewan just outside of R...

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Apto plans 240MW Madrid campus

March 18, 2026
Sacha Kavanagh

Apto confirmed plans to invest €2b in a data centre campus in Madrid, Spain. ...

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Princeton Digital Group targeting more debt for ongoing and newly committed development

March 17, 2026
Philbert Shih

rinceton Digital Group disclosed plans to raise up to $5b in debt this year. ...

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Oracle reports FY3Q26 results; more revenue growth acceleration

March 16, 2026
Philbert Shih

Oracle reported its 3QFY26 results, which showed more revenue growth acceleration for the raw cloud ...

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WSS: Data centre segment continues strength of earnings season amid more AI deals and expansion activity

March 16, 2026
Philbert Shih

The tail end of a long earnings season is nearing and we took a closer look this past week at the re...

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4Q25 IB: AI platforms seeing widespread uptake that is positively impacting infrastructure demand

March 13, 2026
Philbert Shih

AI platforms continue to show aggressive growth rates. ...

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4Q25 IB: Meta continues to build infrastructure aggressively

March 13, 2026
Philbert Shih

Meta continues to ramp up its CapEx spend and is developing data centre capacity at an aggressive pa...

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4Q25 IB: Earnings season saw yet more growth acceleration across the ecosystem

March 13, 2026
Philbert Shih

The recent quarter continued the trend of revenue growth acceleration that has been developing since...

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4Q25 IB: Demand and supply imbalance, RPO levels continue to persist

March 13, 2026
Philbert Shih

The fact that demand continues to outpace supply remains unchanged. ...

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