Posts Tagged ‘data centre’
ByteDance reported to be raising CapEx
Media reports indicate ByteDance will increase its CapEx this year to $30b. ...
Read more...WSS: Earnings season shows growth across ecosystem as neoclouds continue to sign deals and procure data centre capacity
Read more...1Q26 IB: Executives hires at hyperscalers notable for compute infrastructure emphasis
The past quarter saw more movement in executive circles. ...
Read more...1Q26 IB: More to the story of OpenAI walking away from expansion options; hyperscale demand taking up options quickly
OpenAI has walked away from a few options to expand its infrastructure build-out. ...
Read more...1Q26 IB: Demand continues to outpace supply, but there is the question of how top-heavy the demand is
Demand continues to outpace supply in the hyperscale segment. ...
Read more...