Archive for the ‘Hyperscale’ Category

1Q25 IB: Pauses in data centre builds not likely to be correlated to demand and supply dynamics

June 6, 2025
Philbert Shih

The rise of bearish sentiment towards the hyperscale and data centre sector has made every data poin...

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1Q25 IB: Executive Summary

June 6, 2025
Philbert Shih

The first quarter of the year was an eventful one to say the least. Bearish sentiment emerged as the...

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Duke Energy shares demand data points in 1Q25 earnings report

June 5, 2025
Vivian Kong

Duke Energy, which serves geographies in the southeast and midwest US, shared some insights on its b...

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Core Scientific reports 1Q25 earnings; data centre status update

June 4, 2025
Vivian Kong

Summary: Core Scientific reported its 1Q25 results, which included notable data points for its coloc...

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Exowatt raises $70m in Series A; targeting data centres, hyperscale

June 4, 2025
Philbert Shih

Renewable energy startup Exowatt closed a $70m Series A round. ...

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Applied Digital brings in CoreWeave as anchor tenant for Ellendale, North Dakota data centre

June 2, 2025
Philbert Shih

Applied Digital confirmed that it has signed data centre colocation lease agreements with GPU cloud ...

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Microsoft launches cloud infrastructure region in Kuala Lumpur, Malaysia

June 2, 2025
Philbert Shih

Microsoft brought online the Malaysia West cloud infrastructure region in Kuala Lumpur, Malaysia. ...

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Blue Owl Capital, Chirisa, PowerHouse push forward with JV in Chesterfield, VA

June 2, 2025
Philbert Shih

Blue Owl Capital, Chirisa Technology Parks and PowerHouse Data Centers disclosed the next phase of t...

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Microsoft opens cloud infrastructure region in Jakarta, Indonesia

June 2, 2025
Philbert Shih

Microsoft confirmed the opening of its first cloud infrastructure region in Jakarta, Indonesia. ...

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MGX, NVIDIA, Mistal AI plot huge AI campus in Paris

June 2, 2025
Sacha Kavanagh

MGX, NVIDIA, Mistral AI and Bpifrance (a French public sector investment bank) formed a JV to build ...

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WSS: Earnings season brings more evidence of stability from across ecosystem as GPU infrastructure investments and builds accelerate

June 2, 2025
Philbert Shih

The past week saw more returns from earnings season that were in line with the consistent results p...

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MI: Healthy demand drives expansion initiatives on a global basis

May 30, 2025
Philbert Shih

Demand continues to be steady and that is translating into growth and expansion initiatives on the d...

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