Archive for the ‘Self-Build’ Category

Oracle shares plans for infrastructure financing in 2026

February 10, 2026
Philbert Shih

Oracle disclosed details about its financing plans for 2026 as it looks to provide more transparency...

Read more...

TA Digital Group sells two hyperscale data centre buildings in Leesburg, VA; proves template

February 9, 2026
Philbert Shih

TA Digital Group confirmed the sale of two hyperscale data centre buildings in Leesburg, Virginia to...

Read more...

WSS: Hyperscalers kick off earnings season and show more growth acceleration, raise CapEx commitments

February 9, 2026
Philbert Shih

Earnings season is now well underway as reporting for the last quarter of the previous calendar yea...

Read more...

India offers 20-year tax break to anchor data centres onshore

February 5, 2026
Swapna Subramani

India has announced a 20-year tax holiday for foreign firms that serve Indian users through locally ...

Read more...

Corning to support Meta with $6b in fibre, cable and connectivity infrastructure

February 2, 2026
Philbert Shih

Corning and Meta confirmed a $6b agreement that will see Corning supply Meta with optical fibre, cab...

Read more...

Meta reports 4Q25 results; CapEx expected to climb further as AI build-out picks up pace

February 2, 2026
Philbert Shih

Meta reported its 4Q25 results, which included guidance for CapEx in 2026 and useful comments about ...

Read more...

Microsoft reports 2QFY26 results; more Azure growth, CapEx investments, with spin-off into traditional compute infrastructure

February 2, 2026
Philbert Shih

Microsoft reported its 2QFY26 (CY4Q25) results, which showed more growth for the Azure cloud infrast...

Read more...

WSS: More concerns around AI infrastructure build-out play out in investments, legal action; more leasing and builds

February 2, 2026
Philbert Shih

The past week saw more activity in the emerging neocloud space. NVIDIA made a $2b investment in Core...

Read more...

MI: New operating company formation continues trending to pre-development phase

January 30, 2026
Philbert Shih

New operating platforms continue to enter the sector and many of them are increasingly focused on th...

Read more...

MI: Nuclear energy continues with momentum as Meta expands investment, partnerships

January 30, 2026
Philbert Shih

Nuclear energy continues to see momentum in the sector. ...

Read more...

MI: The next hyperscaler clouds make moves in different directions

January 30, 2026
Philbert Shih

The past month saw two companies that could potentially become hyperscale cloud infrastructure platf...

Read more...

MI: Behind the metre continues to develop momentum in early stages

January 30, 2026
Philbert Shih

There continues to be momentum towards behind the metre energy solutions. ...

Read more...