Posts Tagged ‘hyperscale’

MI: Execution increasingly visible among new data centre entrants

October 30, 2026
Philbert Shih

The recent month, with the start of earnings season, saw more evidence of execution and delivery of ...

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MI: Hyperscale cloud CapEx trends remain in motion

October 30, 2026
Philbert Shih

Hyperscale cloud CapEx continues to drive demand through the infrastructure ecosystem. ...

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MI: Hyperscale cloud earnings showed more recurring themes

October 30, 2026
Philbert Shih

The recent month saw earnings season kick off and we took a look at the results coming from Oracle, ...

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Amazon reports 3Q26 results; flywheel effect driving growth in both core and AI

October 29, 2026
Philbert Shih

Amazon reported its 3Q26 results, which included details for the AWS cloud business. The pace of gro...

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Alberta approves 920MW power plant for Beacon Data Centers

October 29, 2026
Vivian Kong

The Alberta Utilities Commission approved a 920MW power plant to serve a large data centre northeast...

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STACK names Jim Smith as EMEA chief executive

October 29, 2026
Ainsley Woods

STACK Infrastructure has appointed Jim Smith as chief executive of its EMEA business. ...

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Microsoft reports 1QFY27 results; more growth acceleration amid operating improvements

October 28, 2026
Philbert Shih

Microsoft reported its 1QFY27 (3QCY26) results, which included data points and perspective on the Az...

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Google reports 3Q26 results; more growth acceleration as silicon increases contributions

October 28, 2026
Philbert Shih

Google’s parent company Alphabet reported its 3Q26 results, which included details about the G...

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Galaxy Digital reports 3Q26 results; CoreWeave first phase leased and delivered

October 27, 2026
Philbert Shih

Galaxy Digital reported its 3Q26 results, which saw a full quarter of data centre leasing revenue fo...

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Bitdeer expands AI cloud capacity pipeline to 333.5MW; secures an additional 127MW in Malaysia

October 27, 2026
Jabez Tan

Bitdeer’s management disclosed an AI cloud pipeline of 333.5MW of critical IT capacity, including ...

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CoreWeave brings most of planned 22.5MW Danish deployment online; expands global backbone

October 27, 2026
Ainsley Woods

CoreWeave brought most of its planned 22.5MW of IT capacity online at atNorth’s DEN01 data centre ...

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Digital Realty starts construction of 24MW addition to Osaka campus; targets 4Q28 RFS

October 27, 2026
Jabez Tan

Digital Realty started construction of KIX15, a 24MW critical IT load data centre at its KIX campus...

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