Posts Tagged ‘AI’

3Q25 IB: Cryptocurrency firms continue to cross over into data centre space and are winning deals

December 12, 2025
Philbert Shih

Cryptocurrency companies continue to move aggressively into the data centre colocation market. ...

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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 ...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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 ...

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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...

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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...

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