Posts Tagged ‘cloud’

MI: Neoclouds continues to gravitate to self-building data centres, though still large colo users

December 31, 2025
Philbert Shih

Neoclouds have been gradually making the shift to self-build strategies. ...

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MI: Stargate headed to APAC region; procuring infrastructure capacity directly

December 31, 2025
Philbert Shih

The Stargate initiative driving OpenAI’s infrastructure build-out is in the early stages of ex...

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MI: Hyperscale cloud growth continues to accelerate

December 31, 2025
Philbert Shih

There was more evidence in the past month that hyperscale cloud infrastructure growth is acceleratin...

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MI: Large-scale builds for AI infrastructure continue to push forward

December 31, 2025
Philbert Shih

There continue to be large-scale builds across the ecosystem, particularly around AI-oriented worklo...

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Amazon reported to be discussing investment in OpenAI

December 30, 2025
Philbert Shih

Media reports indicate Amazon is in talks to potentially invest $10b in OpenAI at a valuation that w...

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DigitalOcean signs significant customer deal for AI workloads, GPU infrastructure

December 30, 2025
Philbert Shih

DigitalOcean disclosed Persistent Systems as a significant cloud infrastructure customer. ...

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Applied Digital raises debt for pre-development costs; negotiating with hyperscaler

December 30, 2025
Sacha Kavanagh

Applied Digital entered into a $100m debt facility with Macquarie Group to fund pre-lease developmen...

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Kevlinx opens 32MW Brussels facility

December 30, 2025
Ainsley Woods

Kevlinx has brought online its first facility, a 32MW data centre in the Neder-Over-Heembeek area of...

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DayOne secures €500m facility from Brookfield for Finnish expansion

December 30, 2025
Ainsley Woods

Singapore-based DayOne secured a mezzanine financing facility of €500m, expandable up to €1b, fr...

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Deutsche Telekom, NVIDIA partner on Munich AI Factory and Industrial AI Cloud

December 30, 2025
Sacha Kavanagh

German telco Deutsche Telekom and NVIDIA announced what they claim is the world’s first Industrial...

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OpenAI acquires Neptune; technology addition to enhance model training analysis

December 30, 2025
Philbert Shih

OpenAI acquired Neptune, a provider of monitoring, tracking and de-bugging tools used to help train ...

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WSS: As bubble debates continues, more expansion, strategic activity and hyperscale leasing

December 29, 2025
Philbert Shih

The sector remains remarkably busy even as the year starts to wind down. We recently published a rep...

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