Posts Tagged ‘self-build’

AWS developing data centre campus in West Richland, WA

November 4, 2026
Vivian Kong

AWS is planning a data centre campus in West Richland, WA. ...

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Crusoe secures $700m facility for power equipment

November 4, 2026
Sacha Kavanagh

Crusoe disclosed a $700m financing facility with Neuberger Specialty Finance to fund the purchase of...

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Crux AI secures $22b in bank loans to buy Google GPUs

November 2, 2026
Sacha Kavanagh

Media reports indicate neocloud Crux AI, which launched recently as a JV between Blackstone and Goog...

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WSS: Hyperscale earnings show more growth acceleration with new entrants executing to support neoclouds

November 2, 2026
Philbert Shih

The past week saw earnings season move into full swing and the hyperscale category went first. AWS, ...

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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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Amazon CEO comments on capacity not overly helpful

October 26, 2026
Philbert Shih

Amazon CEO Andy Jassy, who was formerly the CEO of AWS, recently spoke on the a16z podcast hosted by...

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IREN sets up European subsidiary, outlines plans for first Spain capacity

October 26, 2026
Sacha Kavanagh

Neocloud and data centre operator IREN announced plans for its first Spain campus, building on its J...

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WSS: Earnings season underway with Meta reporting more CapEx spending as neocloud execution comes into focus amid ongoing demand

October 26, 2026
Philbert Shih

Earnings season is about to get rolling and the hyperscalers are usually among the first to report. ...

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Meta reports 3Q26 results; CapEx up again as Muse infrastructure requirements grow

October 22, 2026
Philbert Shih

Meta reported its 3Q26 results, which included details about CapEx outlays. CapEx was up again q/q. ...

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Google and Constellation sign PPA for nuclear energy in US

October 22, 2026
Vivian Kong

Google entered a 20-year PPA with Constellation to support the development and upgrades of 11 nuclea...

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SDP: Amazon secures 645 diesel generators in North Carolina amidst grid delays

October 21, 2026
Swapna Subramani

North Carolina regulators permitted 645 diesel generators for Amazon’s Hamlet data centre campus. ...

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