Posts Tagged ‘self-build’

2Q25 IB: Supply and demand imbalance marker of healthy demand profile, supply constraints

August 22, 2025
Philbert Shih

The supply and demand balance continues to persist and is not likely to correct itself any time soon...

Read more...

Meta partners with PIMCO, Blue Owl on $29b Louisiana data centre financing; signals shift to asset-light model

August 18, 2025
Ainsley Woods

Meta is working with PIMCO and Blue Owl Capital to raise $29b to support its data centre build-out i...

Read more...

WSS: Earnings season reveals health of webscale, neocloud and managed infrastructure segments as demand permeates ecosystem

August 18, 2025
Philbert Shih

Another week saw the peak of earnings season as a significant cross-section of the cloud and manage...

Read more...

Microsoft opening cloud region in Vienna, Austria

August 14, 2025
Sacha Kavanagh

Microsoft plans to open an Azure cloud infrastructure region in Vienna, Austria this month. ...

Read more...

CoreWeave reports 2Q25 results; strong demand and aggressive growth increases guidance

August 12, 2025
Philbert Shih

CoreWeave reported its 2Q25 results, with top-line revenue growth exceeding expectations and crossin...

Read more...

WSS: Data centre earnings reflect AI and hypercale cloud growth impact

August 11, 2025
Philbert Shih

A busy week saw reports from earnings season, more hyperscale CapEx increases and neocloud and AI i...

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 reveals plans for Stargate initiative expansions in partnership with Oracle Cloud; aiming to build out 4.5GW

July 28, 2025
Philbert Shih

OpenAI confirmed plans to develop a significant amount of infrastructure capacity as part of the Sta...

Read more...

WSS: Hyperscale earnings show signs of cloud growth acceleration and healthy demand even as pullbacks still happen

July 28, 2025
Philbert Shih

The past week was another busy one as earnings season kicked off and we got our first look at the r...

Read more...

QTS doubling down in northern Netherlands

July 24, 2025
Sacha Kavanagh

Local media reports QTS Data Centers is under construction of a second data centre in Eemshaven in n...

Read more...

Pennsylvania sees rush of development activity driven by sector tailwinds; involves CoreWeave, Google, Blackstone, QTS, Brookfield, PowerHouse, Microsoft, AWS

July 23, 2025
Philbert Shih

Pennsylvania has seen a flurry of activity in the past several months that can be traced back to AWS...

Read more...

PowerHouse Data Centers adds to senior management team

July 22, 2025
Philbert Shih

PowerHouse Data Centers expanded its senior management team. ...

Read more...