2Q25 IB: Investors continue to acquire, support data centre operating platforms at unprecedented levels August 22, 2025 Philbert Shih Investor appetite for data centre operating platforms remains high and there was plenty of activity ... Read more...
2Q25 IB: New company formation signs of investor interest and long-term opportunity in hyperscale infrastructure August 22, 2025 Philbert Shih The recent quarter saw an uptick in new company formation as investors continue to show strong inter... Read more...
2Q25 IB: CapEx levels steady and on the rise August 22, 2025 Philbert Shih CapEx levels continue to rise and confirms the strong commitment hyperscalers have made to build out... Read more...
2Q25 IB: Supply and demand imbalance marker of healthy demand profile, supply constraints August 22, 2025 Philbert Shih The supply and demand balance continues to persist and is not likely to correct itself any time soon... Read more...
ODATA brings online new facility in Querétaro August 21, 2025 Vivian Kong ODATA, part of Aligned Data Centers, launched its new QR04 data centre in San Miguel de Allende in t... Read more...
American Tower reports 2Q25 results; steady growth in data centre segment August 20, 2025 Vivian Kong American Tower reported its 2Q25 results, which included data points and KPIs around the CoreSite da... Read more...
Digital Realty and Oracle expand collaboration to accelerate hybrid IT and AI adoption August 20, 2025 Swapna Subramani Digital Realty partnered with Oracle to integrate Oracle Cloud Solution Centers into its global data... Read more...
Oracle Cloud deploying with DayOne in Batam, Indonesia August 18, 2025 Philbert Shih Multiple media reports confirm Oracle Cloud will deploy infrastructure in Batam, Indonesia with DayO... Read more...
Iron Mountain reports 2Q25 results; signs 2.3MW of new leases, lowers full-year target August 18, 2025 Ainsley Woods Iron Mountain reported its 2Q25 results, signing a total of 2.3MW in new leasing during the quarter ... Read more...
Meta partners with PIMCO, Blue Owl on $29b Louisiana data centre financing; signals shift to asset-light model August 18, 2025 Ainsley Woods Meta is working with PIMCO and Blue Owl Capital to raise $29b to support its data centre build-out i... Read more...
Cloudflare reports 2Q25 results; large customer and Workers compute momentum, acceleration August 18, 2025 Philbert Shih Cloudflare reported its 2Q25 results, which saw a continuation of healthy trends and some re-acceler... Read more...
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... Read more...
