Posts Tagged ‘data centre’

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: Chinese hyperscale recovery set to drive demand for data centre colocation

December 12, 2025
Philbert Shih

The Chinese hyperscale clouds continue to show improved performance levels. Bellwether Alibaba Cloud...

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3Q25 IB: Hyperscalers looking at external financing

December 12, 2025
Philbert Shih

Hyperscalers are starting to look at external financing resources to fund the massive infrastructure...

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3Q25 IB: Overbuild talk has dissipated as sector pushes forward with the absence of key red flag

December 12, 2025
Philbert Shih

The talk about an overbuild situation that dominated the first half of the year has for the most par...

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3Q25 IB: RPO numbers increasingly reported across the board and still climbing

December 12, 2025
Philbert Shih

The RPO metric has quickly become a standard metric being disclosed from infrastructure operators. ...

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3Q25 IB: Demand versus supply imbalance ongoing and impacting growth rates

December 12, 2025
Philbert Shih

Demand continues to exceed supply across the ecosystem. ...

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3Q25 IB: CapEx outlays continue to rise amid accelerating growth, strong demand profile

December 12, 2025
Philbert Shih

CapEx investments were on the rise again even as things picked up pace in the preceding quarter. ...

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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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Aker Nscale acquires land in Fauske, Norway

December 11, 2025
Ainsley Woods

Aker Nscale, the JV between neocloud Nscale and investment firm Aker, acquired land in Fauske, north...

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QTS gets green light for first phase of Cambois, UK campus

December 11, 2025
Sacha Kavanagh

QTS received approval for the first phase of its Cambois campus near Newcastle in northern England. ...

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Scaleway opens Germany cloud region, wins tenders for European projects

December 11, 2025
Sacha Kavanagh

France-based Scaleway, part of Iliad Group, opened a new single AZ cloud region in Germany. ...

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