Archive for the ‘Self-Build’ Category

Microsoft pausing development of land banks in Columbus, Ohio

April 14, 2025
Philbert Shih

Microsoft is reported to be pausing a data centre project in Licking County, which is outside Columb...

Read more...

TA Digital Group pushing forward with master-planned and hyperscale colocation model; NoVA site on schedule

April 9, 2025
Philbert Shih

TA Realty shared some insights about its development pipeline. ...

Read more...

Provident, PowerHouse form JV to build hyperscale campus in DFW area; master-planned and powered shell model

April 7, 2025
Philbert Shih

Provident Data Centers, based in Dallas, Texas, is a new data centre operating arm launched by Provi...

Read more...

Google said to be working with CoreWeave for possible overflow capacity

April 7, 2025
Philbert Shih

Media outlets citing multiple sources are reporting that Google is in the process of negotiating and...

Read more...

Microsoft oversupply build situation seems to be near-term and the results of various dynamics; all signs point to little overall demand drop-off

April 7, 2025
Philbert Shih

In late February, various media outlets cited research commentary published by equity analysts that ...

Read more...

WSS: CoreWeave goes public as AI infrastructure builds move forward, while investment and CapEx outlays continue to climb

April 7, 2025
Philbert Shih

The sector continues to see steady levels of activity across segments and geographies. Just over a...

Read more...

Crusoe to start second phase construction of campus in Abilene, Texas; positive indicators, implications for Microsoft infrastructure decisions

April 1, 2025
Philbert Shih

AI infrastructure provider Crusoe confirmed starting the second phase construction of its data centr...

Read more...

MI: Master-planned campus model starting to spread, appears in APAC

March 31, 2025
Philbert Shih

The master-planned data centre is a new operating model that has only started to gain some traction....

Read more...

WSS: NVIDIA epitomizes optimistic side of the bull versus bear debate and the driving forces behind the marshalling of infrastructure resources

March 31, 2025
Philbert Shih

The sector continues to push forward amid multiple cross-currents. There are bearish opinions warni...

Read more...

Infrastructure takeaways from NVIDIA GTC 2025

March 26, 2025
Philbert Shih

The recent NVIDIA GTC conference included some interesting data points and insights on data centres ...

Read more...

AWS, GE Vernova partner on energy equipment, using cloud infrastructure

March 26, 2025
Philbert Shih

AWS and energy equipment manufacturer GE Vernova shared details about a new strategic partnership. ...

Read more...

Microsoft pauses Mount Pleasant, Wisconsin construction for a second time

March 26, 2025
Vivian Kong

Microsoft’s data centre development in Mount Pleasant, Wisconsin has been paused for a second time...

Read more...