QTS plans data centre campus in Wisconsin; partners with Alliant Energy for RECs December 2, 2025 Vivian Kong QTS confirmed it would move forward with plans to build a data centre campus in Dane County, Wiscons... Read more...
AWS acquires land for first Frankfurt self-build December 2, 2025 Sacha Kavanagh AWS acquired a seven hectare site in an industrial park in Schöneck to the north east of Frankfurt.... Read more...
Lambda raises $1.5b Series E round; looking to self-builds December 1, 2025 Philbert Shih Lambda raised over $1.5b in a Series E round. ... Read more...
Nscale to take 15MW of capacity with Verne in Iceland December 1, 2025 Ainsley Woods Verne signed a 15MW agreement with Nscale to host ~4.6k NVIDIA Blackwell Ultra GPUs at its Iceland c... Read more...
Alibaba reports FY2Q26 results; more growth acceleration amid aggressive AI uptake December 1, 2025 Philbert Shih Alibaba reported its FY2Q26 results, which included more details about the Alibaba Cloud infrastruct... Read more...
WSS: More large cloud and data centre deals to build AI infrastructure personify the state of demand and the acceleration in sector growth December 1, 2025 Philbert Shih It was a slower week with the US Thanksgiving holiday and we reduced our publishing. But there were... Read more...
MI: Large deals on data centre colocation and cloud side speak to AI demand profile and appetite for infrastructure November 28, 2025 Philbert Shih The past month saw a wave of large deals for both data centre colocation and hyperscale cloud infras... Read more...
MI: Revenue growth acceleration kicking in across ecosystem November 28, 2025 Philbert Shih Earnings season revealed that revenue growth acceleration is coming from all corners of the ecosyste... Read more...
MI: Hyperscale CapEx outlays set to increase yet again as demand exceeds supply and RPO builds November 28, 2025 Philbert Shih CapEx outlays continue to climb and in the past month there were clear signals that investment level... Read more...
MI: AI platforms, service providers working with more than one chip vendor November 28, 2025 Philbert Shih The past month saw a number of AI platforms diversify GPU vendors and infrastructure service provide... Read more...
MI: MEA region seeing development activity, investments for AI and hyperscale infrastructure November 28, 2025 Philbert Shih There has been more activity picking up in the MEA region, particularly around the UAE and Saudi Ara... Read more...
MI: CoreWeave starts to self-build data centres November 28, 2025 Philbert Shih CoreWeave confirmed on its earnings call this month that it is moving more aggressively into self-bu... Read more...
