Archive for the ‘Self-Build’ Category

CoreWeave gets expanded cloud infrastructure commitments from OpenAI, Meta

September 30, 2025
Philbert Shih

CoreWeave signed more cloud infrastructure deals with hyperscale clients. ...

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MI: Stargate initiative looks to expand globally with OpenAI and Oracle Cloud driving demand

September 30, 2025
Philbert Shih

It was a very busy month for the likes of NVIDIA, OpenAI and Oracle as they continue to plan for unp...

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WSS: AI infrastructure expansions in the UK point to global growth as overflow continues and more multi-MW consumers raise capital

September 29, 2025
Philbert Shih

Another busy week for the sector saw more investment and expansion activity in global markets for A...

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Stargate initiative expanding to multiple US locations; 5.5GW of capacity planned

September 24, 2025
Philbert Shih

OpenAI, Oracle and SoftBank confirmed plans to expand the Stargate initiative with five new data cen...

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NVIDIA, OpenAI partnering for gigawatt-level infrastructure builds; makes investment in OpenAI

September 24, 2025
Philbert Shih

NVIDIA and OpenAI disclosed intentions to establish a strategic partnership that will see them colla...

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Microsoft on track to complete AI data centre in Mount Pleasant, Wisconsin

September 24, 2025
Vivian Kong

Microsoft is finishing up the construction of Fairwater, the company’s new AI data centre in Mount...

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AVAIO Digital breaks ground on Taurus Data Center Hub in Mississippi

September 23, 2025
Vivian Kong

AVAIO Digital started construction on its $6b Taurus Data Center Hub in Brandon, Mississippi. ...

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Tract acquires 1,060 acres in Reno for data centre development

September 23, 2025
Vivian Kong

Tract acquired an additional 1,060 acres in Silver Springs, Nevada outside of Reno for data centre d...

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Meta, Oracle Cloud said to be actively working on $20b cloud infrastructure deal

September 23, 2025
Philbert Shih

Media reports say Oracle is actively working on a deal with Meta that would see it procure about $20...

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Duke Energy supporting AWS data centre campus build in North Carolina

September 18, 2025
Philbert Shih

Duke Energy recently reported its 2Q25 results and they included details about the work it has done ...

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Google opens London self-build; strikes energy management contract

September 17, 2025
Sacha Kavanagh

Google opened its first self-build in the UK, in Waltham Cross in north London. ...

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WSS: More hyperscale growth acceleration, backlogs signal upward trajectory as technology and energy acquisition strategies remain in motion

September 15, 2025
Philbert Shih

We have worked our way through a long earnings season and overall, the sector executed well. The pe...

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