Posts Tagged ‘data centre’

eStruxture secures financing for Canadian data centre development

August 4, 2025
Vivian Kong

Canadian operator eStruxture raised a total of CA$1.35b (~US$975m) in financing to fund the developm...

Read more...

Meta reports 2Q25 results; updated CapEx outlook, more AI infrastructure investments

August 4, 2025
Philbert Shih

Meta reported its 2Q25 results and shared important data points about its data centre requirements a...

Read more...

OpenAI chooses Nscale, Aker for Stargate Norway facility

August 4, 2025
Sacha Kavanagh

OpenAI will open a data centre in Norway in partnership with UK-based neocloud Nscale and Norwegian ...

Read more...

WSS: Hyperscalers earnings show accelerating growth and investment levels as demand continues to outpace supply

August 4, 2025
Philbert Shih

The past week saw earnings season pick up pace and we got more visibility into the performance of t...

Read more...

Switch Datacenters secures land, permits for Warsaw data centre

August 3, 2025
Sacha Kavanagh

Switch Datacenters confirmed it had acquired land and received permits for a data centre in Warsaw, ...

Read more...

Microsoft reports 4QFY25 and FY25 results; Azure growth, CapEx acceleration in face of strong demand signals

August 1, 2025
Philbert Shih

Microsoft reported its 4QFY25 results, which showed accelerating revenue growth for Azure even as th...

Read more...

EXA expands fibre connectivity between London, Frankfurt, Amsterdam, Brussels

August 1, 2025
Sacha Kavanagh

EXA Infrastructure deployed a new 1.2k km fibre route connecting London to Frankfurt, Amsterdam and ...

Read more...

Carrier Connect Data Solutions acquires two colocation data centres

August 1, 2025
Philbert Shih

Carrier Connect Data Solutions, based in Vancouver, BC, made a pair of acquisitions in recent weeks....

Read more...

MI: CapEx outlays rising further as hyperscalers invest to meet supply and demand imbalance

July 31, 2025
Philbert Shih

CapEx is a good indicator of addressable market for the hyperscale data centre sector. ...

Read more...

MI: Hyperscale earnings with common threads all pointing in a positive direction

July 31, 2025
Philbert Shih

The past month saw earnings season kick off with the ‘big four’ US hyperscalers – ...

Read more...

MI: Hyperscale pullbacks could be slowing down, but still no shift in fundamentals

July 31, 2025
Philbert Shih

There were reports in the past month that Google walked away from a self-build in Berlin, Germany. ...

Read more...

MI: Strategic investments, new company formation signalling sector health, investor interest

July 31, 2025
Philbert Shih

The past month saw significant strategic investment activity and new company formation. ...

Read more...