Amazon updates infrastructure portfolio at re:Invent; shares progress updates December 16, 2025 Philbert Shih AWS hosted its annual re:Invent conference in Las Vegas and shared details about its infrastructure ... Read more...
Microsoft partners with Powertrust for renewable energy in Brazil and Mexico December 16, 2025 Vivian Kong Microsoft signed an agreement with Powertrust to deploy 270MW of solar projects across Mexico and Br... Read more...
Microsoft commits C$19b to Canadian AI and cloud infrastructure December 16, 2025 Ainsley Woods Microsoft confirmed plans to invest C$19b in Canada between 2023-2027 to expand digital and cloud in... Read more...
Hyperscale data centre with energy component proposed for Berlin December 16, 2025 Sacha Kavanagh Prime Capital acquired an energy project from and formed a JV for a 500MW data centre with WBS Power... Read more...
Cloudflare suffers two outages caused by software, configuration issues December 15, 2025 Philbert Shih Cloudflare suffered two outages in the last several weeks. ... Read more...
Hyperscale CEOs speak to the state of demand and supply amid skeptic concerns about bubble December 15, 2025 Philbert Shih There has been a lot of debate about whether AI is a bubble. We have published a report this week th... Read more...
AWS to invest $15b in northern Indiana for new data centre campuses December 15, 2025 Vivian Kong AWS confirmed plans to invest an additional $15b into Northern Indiana to build new data centre camp... Read more...
Argo Infrastructure Partners increases stake in TierPoint; acquires Tek Park, expanding portfolio December 15, 2025 Philbert Shih Argo Infrastructure Partners increased its ownership in TierPoint by buying out a majority of the mi... Read more...
Applied Digital leads $25m investment round in liquid cooling specialist Corintis December 15, 2025 Philbert Shih Applied Digital participated as the lead investor in a $25m funding round of Corintis, a Switzerland... Read more...
WSS: More hyperscale earnings show accelerating growth amid more infrastructure expansion December 15, 2025 Philbert Shih An eventful earnings season wound down, but there were two more hyperscale platforms reporting in r... Read more...
3Q25 IB: Energy and data centre operating world collaborating and converging December 12, 2025 Philbert Shih Data centre operators increasingly work in close collaboration with energy companies. ... Read more...
3Q25 IB: Hyperscale end user world expanding as multi-MW consumer demographic grows December 12, 2025 Philbert Shih The hyperscale market has been an exclusive group, but there are signs that universe is starting to ... Read more...