Archive for the ‘Hyperscale’ Category

Microsoft, True IDC, CP Group partner for cloud data centre development in Thailand

November 11, 2025
Philbert Shih

Microsoft, Thai conglomerate Charoen Pokphand Group (CP Group), True Corporation and True Internet D...

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Sharon AI signs 50MW lease agreement with NEXTDC in Melbourne, Australia

November 11, 2025
Jabez Tan

Australia-based neocloud Sharon AI signed a 50MW lease agreement with NEXTDC at its M3 data centre i...

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Core Scientific reports 3Q25 results; acquisition cancelled, continuing efforts to bring capacity online for CoreWeave

November 10, 2025
Vivian Kong

Core Scientific reported its 3Q25 results, with some data points on its power capacity. ...

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Meta reports 3Q25 results; CapEx outlays still climbing

November 10, 2025
Philbert Shih

Meta reported its 3Q25 results and shared important data points about its data centre requirements a...

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Microsoft contracts 200k NVIDIA GPUs from Nscale in US, Europe

November 10, 2025
Sacha Kavanagh

Nscale and Microsoft signed an expanded deal that will see Nscale deliver ~200k NVIDIA GB300 GPUs to...

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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...

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QTS partners with Lumen for network capacity to serve hyperscale, AI requirements

November 7, 2025
Philbert Shih

QTS Data Centers and Lumen confirmed a partnership to build out next-generation network capacity to ...

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OpenAI partners with AMD for GPUs; accelerating compute build-out

November 7, 2025
Philbert Shih

OpenAI and AMD confirmed a new strategic partnership that will aim to deploy 6GW of GPUs built by AM...

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Google to invest $9b into South Carolina and expand data centre footprint

November 7, 2025
Vivian Kong

Google confirmed that it will invest $9b in South Carolina through 2027. ...

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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. ...

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TeraWulf, Fluidstack form JV to build data centre campus in Abernathy, Texas; expanding footprint

November 6, 2025
Philbert Shih

Bitcoin miner and data centre operator TeraWulf formed a JV with its tenant neocloud provider Fluids...

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Anthropic reported to have raised revenue projections

November 5, 2025
Philbert Shih

Media reports indicate AI company Anthropic has raised its revenue projections as growth continues t...

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