Posts Tagged ‘self-build’

WSS: Neoclouds raise capital amid strong demand and leasing activity as more from earnings season shows continued hyperscale acceleration

September 21, 2026
Philbert Shih

It was a busy week in the neocloud space as providers raised capital, secured capacity and strategi...

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WSS: Frontier labs driving neocloud leasing built on both third-party data centres and self-perform scenarios

September 14, 2026
Philbert Shih

It was a busy week as the sector came out of the Labour Day long weekend in the US and Canada. In th...

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WSS: Neocloud momentum translating into more data centre infrastructure consumption as self-builds continue

September 7, 2026
Philbert Shih

It was a busy week for the sector even with public holidays in the UK, US and Canada. The neocloud a...

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AWS self-building to support AWS European Sovereign Cloud in Berlin

September 2, 2026
Sacha Kavanagh

Local media reports AWS is self-building in Finsterwalde, 125km south of Berlin in eastern Germany a...

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Google breaks ground on $15bn Vizag AI hub

September 2, 2026
Swapna Subramani

Google is building a gigawatt-scale AI data centre hub in Visakhapatnam, Andhra Pradesh, anchored by...

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Singapore allocates 200MW under DC-CFA2 to Digital Realty, Equinix, Keppel and STT GDC; facilities to locate on Jurong Island

September 1, 2026
Jabez Tan

Singapore’s EDB and IMDA have provisionally allocated 200MW of new data centre capacity under DC-C...

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MI: AMD procures data centre capacity, becoming more proactive in helping service provider partners, major end users

August 31, 2026
Philbert Shih

The past month saw more activity from AMD as it looks to help its service providers and potentially ...

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MI: RPO and CapEx KPIs indicate state of backlog and demand and supply dynamics for hyperscalers

August 31, 2026
Philbert Shih

There continue to be indicators that confirm the intensity of demand levels. ...

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WSS: More growth from cloud and hyperscale coming out of earnings as neocloud continues to push growth and expansion

August 31, 2026
Philbert Shih

Earnings season continued to move along and in the past week we looked at the results coming from a ...

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2Q26 IB: ByteDance building regional serving hubs around Nordics, Brazil in LatAm

August 28, 2026
Philbert Shih

ByteDance recently opted against expansion of its data centre infrastructure in Dublin, Ireland as...

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2Q26 IB: Corning boosts connectivity infrastructure production capacity amid hyperscale demand

August 28, 2026
Philbert Shih

The supporting ecosystem is also a good source for signals of infrastructure demand. ...

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2Q26 IB: Executive Summary

August 28, 2026
Philbert Shih

The recent quarter saw the sector push forward to another level as revenue growth continued to accel...

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