Posts Tagged ‘self-build’

WSS: Hyperscale landscape still in motion as neoclouds and AI labs keep building, while CapEx investments, capital raising continue unabated

June 15, 2026
Philbert Shih

The past week saw significant activity in hyperscale leasing and development as demand continues to ...

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Meta answers shareholder questions around cloud computing capability; the answer was not a flat no

June 8, 2026
Philbert Shih

Meta held its annual meeting of shareholders recently and one of the questions around the possibilit...

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WSS: Cryptocurrency firms continue transition to data centre colocation as demand profile remains strong in hyperscale, neocloud worlds

June 8, 2026
Philbert Shih

Earnings season has basically come to an end, but there were a few more companies that have now ente...

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G42, Cerebras initiative Condor Galaxy advances sovereign AI compute in India

June 5, 2026
Swapna Subramani

The UAE’s G42 and the Government of India formalised the commercial framework for Condor Galax...

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Nebius reports 1Q26 results; rising revenues, profitability, pipeline, customer base

June 5, 2026
Sacha Kavanagh

Amsterdam-based and Nasdaq-listed neocloud Nebius released its consolidated group results for the qu...

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Cipher Digital reports 1Q26 results; signs third hyperscale lease, progressing on construction in west Texas

June 3, 2026
Philbert Shih

Cipher Digital reported its 1Q26 results and shared details about the data centre colocation busines...

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Amazon commits over US$33b to Southeast Asia cloud and AI infrastructure build-out

June 3, 2026
Jason Zhou

Amazon disclosed plans to invest more than US$33b in cloud and AI infrastructure across Southeast th...

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Blackstone, Google form JV to build cloud service; but data centre capacity still the primary driver, not a new cloud business

June 2, 2026
Philbert Shih

Blackstone and Google established a joint venture to build a new company that will provide cloud in...

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WSS: Earnings season shows growth across ecosystem as neoclouds continue to sign deals and procure data centre capacity

May 25, 2026
Philbert Shih

As the sector continues to mature, earnings season is becoming more comprehensive for the sector. ...

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1Q26 IB: Neocloud providers still adding self-build elements

May 22, 2026
Philbert Shih

Neocloud infrastructure providers are considering how to self-build data centres even as they primar...

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1Q26 IB: More to the story of OpenAI walking away from expansion options; hyperscale demand taking up options quickly

May 22, 2026
Philbert Shih

OpenAI has walked away from a few options to expand its infrastructure build-out. ...

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1Q26 IB: Hyperscale CapEx commitments continue to climb amid rising demand; CapEx mix shifting

May 22, 2026
Philbert Shih

US hyperscale CapEx continues to be on the rise. ...

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