Archive for the ‘Hyperscale’ Category

MI: Evidence continues to pile up against overbuild thesis; Microsoft data points at the centre of it

May 30, 2025
Philbert Shih

Over the last several months, we have commented extensively on the issue of hyperscale pullbacks and...

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MI: M&A and investment levels remain high in hyperscale data centre space

May 30, 2025
Philbert Shih

There continues to be strong investment interest in data centre operating platforms and in the past ...

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MI: GPU cloud peer group continues to gain momentum; drive value through ecosystem

May 30, 2025
Philbert Shih

The GPU cloud space continues to see significant momentum. ...

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MI: Hyperscale CapEx, supply chains seeing impact from global trade issues

May 30, 2025
Philbert Shih

As global trade issues and uncertainty around the macroeconomic environment swirl, close attention i...

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QTS secures investment, shares timelines for major north England build

May 29, 2025
Sacha Kavanagh

There have been a few more developments at the 750MW QTS/Blackstone development near Newcastle in no...

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Prometheus Hyperscale partners with XL Batteries for long-term energy storage

May 29, 2025
Vivian Kong

Prometheus Hyperscale and XL Batteries entered a partnership to deploy on-site energy storage system...

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Oracle Cloud set to acquire $40b worth of NVIDIA GPUs

May 28, 2025
Philbert Shih

Oracle is reported to be set to spend $40b with NVIDIA. ...

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GDS reports 1Q25 results; signs over 220MW in new leasing across China, Europe and APAC

May 26, 2025
Jabez Tan

GDS reported its 1Q25 results, which showed continued strength in leasing from the China market as w...

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Bain Capital launches new hyperscale venture in EMEA; building on acquisition of majority stake in AQ Compute

May 26, 2025
Sacha Kavanagh

Bain Capital launched a new hyperscale venture in EMEA, building on its acquisition of a majority st...

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WSS: Earnings season shows more consistency, while outsourcing to cloud and colocation motivated by demand for AI

May 26, 2025
Philbert Shih

A busy week saw more from earnings season. We have looked at the results coming from the hyperscale...

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Ada Infrastructure names new business head

May 22, 2025
Philbert Shih

Ada Infrastructure named Adrian Olteanu as the business head, stepping in for departed president Jen...

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AEP reports 1Q25 earnings; data centre growth driving demand

May 20, 2025
Vivian Kong

American Electric Power (AEP) reported its 1Q25 earnings, which included useful data points on data ...

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