Posts Tagged ‘AI’

2Q25 IB: Neoclouds continue to drive colocation leasing activity

August 22, 2025
Philbert Shih

There was more neocloud data centre leasing activity in the recent quarter. ...

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2Q25 IB: CoreWeave acquisition of Core Scientific could be idea for hyperscalers?

August 22, 2025
Philbert Shih

CoreWeave acquired data centre operator Core Scientific in the past quarter in deal valued at $9b. ...

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2Q25 IB: Overflow capacity drawn to clouds by OpEx, supply chain redundancy

August 22, 2025
Philbert Shih

There continue to be overflow capacity requirements on the hunt for GPU cloud infrastructure. ...

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OpCore to develop data centre on former EDF power plant site outside Paris

August 19, 2025
Ainsley Woods

OpCore, French data centre firm backed by Iliad and InfraVia, has been selected to develop a new dat...

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Iron Mountain reports 2Q25 results; signs 2.3MW of new leases, lowers full-year target

August 18, 2025
Ainsley Woods

Iron Mountain reported its 2Q25 results, signing a total of 2.3MW in new leasing during the quarter ...

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Meta partners with PIMCO, Blue Owl on $29b Louisiana data centre financing; signals shift to asset-light model

August 18, 2025
Ainsley Woods

Meta is working with PIMCO and Blue Owl Capital to raise $29b to support its data centre build-out i...

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Cloudflare reports 2Q25 results; large customer and Workers compute momentum, acceleration

August 18, 2025
Philbert Shih

Cloudflare reported its 2Q25 results, which saw a continuation of healthy trends and some re-acceler...

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MERLIN Edged progress in Spain, Portugal, Madrid land banks; intel on CoreWeave leases

August 18, 2025
Sacha Kavanagh

Spain-based MERLIN Properties released its results for the six months ended 30 June 2025, which incl...

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WSS: Earnings season reveals health of webscale, neocloud and managed infrastructure segments as demand permeates ecosystem

August 18, 2025
Philbert Shih

Another week saw the peak of earnings season as a significant cross-section of the cloud and manage...

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Apple signals AI and private cloud investments in FY3Q25 results

August 15, 2025
Swapna Subramani

Apple reported its 3QFY25 results and shared data points about its AI and private cloud compute inve...

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OpenAI revenue base continues to climb

August 14, 2025
Philbert Shih

Media reports indicate OpenAI recently reached $12b in ARR. ...

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maincubes secures zoning, grid connection for Berlin campus

August 14, 2025
Sacha Kavanagh

maincubes confirmed details of its second development in Berlin. ...

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