Archive for the ‘Hyperscale’ Category

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. ...

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Cloudflare reports 3Q25 results; growth acceleration amid a convergence of tailwinds

November 17, 2025
Philbert Shih

Cloudflare reported its 3Q25 results, which showed growth rate acceleration as both add-on service a...

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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...

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OpenAI, Broadcom partner on custom AI accelerators

November 14, 2025
Sacha Kavanagh

OpenAI is collaborating with Broadcom on 10GW of custom AI accelerators. ...

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Vantage Data Centers invests $2b for new data centre campus in Virginia

November 13, 2025
Vivian Kong

Vantage Data Centers shared plans to invest $2b for a new data centre campus in Fredericksburg, Virg...

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Zoom CX to run on OCI cloud platform

November 13, 2025
Philbert Shih

Zoom confirmed an infrastructure partnership with Oracle Cloud. ...

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The age of fake data centres: complexity, people and tools

November 12, 2025
Daniel Golding

In the last several months, I have seen it all, including several projects that are failing in slow ...

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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...

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GTR confirms second, larger London campus

November 12, 2025
Sacha Kavanagh

KKR-backed Global Technical Realty received planning permission for the GB Two campus in the Hayes a...

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Applied Digital to draw on facility for development resources

November 12, 2025
Philbert Shih

Applied Digital confirmed it would draw $787.5m from its $5b preferred equity financing facility wit...

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Meta expanding in Montgomery, Alabama

November 11, 2025
Philbert Shih

Meta recently confirmed new expansion plans for its data centre campus in Montgomery, Alabama. ...

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Akamai reports 3Q25 results; cloud infrastructure growth, AI inferencing opportunity opening up

November 11, 2025
Philbert Shih

kamai reported its 3Q25 results, which saw the cloud infrastructure arm drive growth with new custom...

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