Posts Tagged ‘self-build’

Cipher Digital confirms third hyperscale data centre lease; closes $250m credit facility

March 30, 2026
Philbert Shih

Newly re-branded and publicly listed Cipher Digital, formerly Cipher Mining, confirmed closing of a ...

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WSS: AI infrastructure demand, growth still pushing forward despite perceived challenges

March 30, 2026
Philbert Shih

The sector continues to push forward and the recent earnings season reflected the overall health of...

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Anthropic opens offices in APAC; India and Australia; compute implications

March 26, 2026
Swapna Subramani

Anthropic confirmed plans to establish permanent offices in India and Australia, to go along with th...

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CoreWeave managements comments on self-build strategy and progress

March 24, 2026
Philbert Shih

CoreWeave management made some notable comments about its self-build strategy. ...

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OpenAI, Oracle Cloud stop expanding further on Stargate data centre in Abilene, Texas; Microsoft reported to step and lease 700MW from Crusoe

March 24, 2026
Philbert Shih

OpenAI and Oracle Cloud will not proceed with further expansion at the Stargate data centre in Abile...

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Google signs 1GW of data centre demand response capacity across the US

March 23, 2026
Vivian Kong

Google reportedly integrated 1GW of data centre demand response capacity into contracts with utility...

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Google to build data centre campus near Detroit, Michigan

March 23, 2026
Vivian Kong

Google was revealed to be behind a data centre project nicknamed Project Cannoli in Van Buren Townsh...

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WSS: Chinese hyperscaler earnings show compute surge is global; AI is the driver and providing uplift for traditional cloud

March 23, 2026
Philbert Shih

The sector hit the end of earnings season this past week as the Chinese hyperscalers reported result...

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Nebius hires to drive growth in US, APAC markets

March 20, 2026
Sacha Kavanagh

Amsterdam-based and Nasdaq-listed neocloud Nebius is expanding globally with new hires to drive grow...

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Oracle reports FY3Q26 results; more revenue growth acceleration

March 16, 2026
Philbert Shih

Oracle reported its 3QFY26 results, which showed more revenue growth acceleration for the raw cloud ...

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WSS: Data centre segment continues strength of earnings season amid more AI deals and expansion activity

March 16, 2026
Philbert Shih

The tail end of a long earnings season is nearing and we took a closer look this past week at the re...

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4Q25 IB: Hyperscale CapEx outlays still on the rise

March 13, 2026
Philbert Shih

Hyperscale CapEx outlays continue to accelerate and projections increased again moving into 2026. ...

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