Archive for the ‘Self-Build’ Category

MI: Neocloud data centre expansion activity shows no signs of slowing down

October 31, 2025
Philbert Shih

Neocloud infrastructure expansion activity continued to accelerate over the past month. ...

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MI: Hyperscalers looking to work more closely with cryptocurrency with resource pipelines, expertise

October 31, 2025
Philbert Shih

Hyperscale platforms try to self-perform as much as they can when it comes to data centre infrastruc...

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MI: Hyperscalers opting for external capital resources to fund CapEx for data centre builds

October 31, 2025
Philbert Shih

Hyperscale investments in data centres is reaching a level where the CapEx can no longer be solely f...

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MI: Data points suggest AI platforms are building revenue base, gaining momentum

October 31, 2025
Philbert Shih

There has been a lot of discussion about a possible AI bubble that will result in the sector being o...

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MI: Hyperscale cloud showing acceleration in revenue growth; multi-faceted drivers

October 31, 2025
Philbert Shih

Earnings season kicked off towards the end of the recent month and the hyperscalers have already rep...

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AWS to invest additional $5b to develop data centres in South Korea

October 30, 2025
Jabez Tan

Media reports indicate that AWS is planning to invest a further US$5b in the construction of new AI ...

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Vantage Data Centers building data centre for Stargate in Wisconsin

October 30, 2025
Philbert Shih

Vantage Data Centers confirmed plans to build the Lighthouse data centre campus in Wisconsin for the...

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Microsoft reports 1QFY26 results; Azure demand levels remain high as CapEx climbs and imbalance persists

October 29, 2025
Philbert Shih

Microsoft reported its 1QFY26 (CY3Q25) results, which showed sustained growth acceleration from the ...

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WSS: Hyperscale, neocloud growth continues to drive infrastructure absorption; strategic M&A looking for global hyperscale data centre platforms

October 27, 2025
Philbert Shih

It was a busy week across the sector as hyperscale data centre and cloud infrastructure continues t...

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Meta, Blue Owl Capital form JV to development data centre campus in Louisiana

October 23, 2025
Philbert Shih

Meta and Blue Owl Capital disclosed formation of a JV to develop and own the Hyperion data centre ca...

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Meta breaks ground on new data centre in El Paso, Texas

October 23, 2025
Vivian Kong

Meta broke ground on its newest AI-focused data centre campus in El Paso, Texas. ...

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Applied Digital lands second hyperscaler for North Dakota data centres

October 22, 2025
Philbert Shih

Applied Digital confirmed signing a major lease with a second hyperscale cloud infrastructure platfo...

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