3Q25 IB: CoreWeave to start self-building data centres sooner than expected December 12, 2025 Philbert Shih One of the main reasons CoreWeave tried to acquire Core Scientific was to accelerate its ability to ... Read more...
3Q25 IB: Executive Summary December 12, 2025 Philbert Shih The past quarter picked up on trends that were building in 2Q25. Growth across the ecosystem is star... Read more...
Oracle reports 2QFY26 results; cloud infrastructure growth acceleration driving more CapEx investments December 11, 2025 Philbert Shih Oracle reported its 2QFY26 results, which showed more cloud infrastructure growth acceleration. Orac... Read more...
Tencent reports 3Q25 results; shares CapEx numbers, cloud growth December 10, 2025 Philbert Shih Tencent reported its 3Q25 results, which included an update on CapEx numbers and insights on the pac... Read more...
Echelon, Iberdrola form JV for Europe data centres; Madrid first December 9, 2025 Sacha Kavanagh Starwood Capital-backed Echelon Data Centres and Spain-based energy company Iberdrola formalised the... Read more...
NEXTDC, OpenAI sign MoU to develop sovereign AI data centre campus in Sydney, Australia; direct hyperscale colocation deal December 9, 2025 Jabez Tan NEXTDC and OpenAI signed a Memorandum of Understanding (MoU), enabling Australia to become a regiona... Read more...
CoreWeave confirms no longer pursuing Core Scientific; continue leasing, self-building December 8, 2025 Philbert Shih A CoreWeave executive speaking on the record confirmed the company would not make a third attempt to... Read more...
WSS: Tail end of earnings season sees more hyperscale growth as global expansion activity shows no signs of slowing down December 8, 2025 Philbert Shih Things have picked up pace again as the US Thanksgiving holiday came to a close and we enter the st... Read more...
xAI, HUMAIN & Nvidia plan 500MW AI data centre in Saudi Arabia December 5, 2025 Swapna Subramani lon Musk’s xAI is partnering with Saudi-based HUMAIN and Nvidia to develop a 500MW AI data centre ... Read more...
OpCore data centre project progresses at former EDF site near Paris December 4, 2025 Ainsley Woods New details have emerged on the deal between French utility EDF and data centre operator OpCore to d... Read more...
Amazon to invest $3b for a new campus in Mississippi December 4, 2025 Vivian Kong Amazon confirmed plans to invest $3b for a new AI and cloud data centre in Warren County, Mississipp... Read more...
Nebius AI Cloud now available in the UK December 4, 2025 Sacha Kavanagh Amsterdam-based neocloud Nebius launched Nebius AI Cloud in the UK with what it claims is the first ... Read more...
