Energy, APAC, Thailand, Malaysia, Europe, edge data centres, cloud, GPUs
The past week saw the sector push back into gear, with more developments around energy consumption and constraints, activity in APAC and Europe, along with various movements in cloud and edge.
Power constraints continue to shape the landscape and Carolinas-based energy provider Duke Energy shared how it is working on changing the way it contracts power to hyperscale platforms. Duke Energy also shared data points on how much demand for capacity is in its pipeline. Energy companies continue to push into the data centre space and some are building operating businesses. Gulf Energy in Thailand spun out a new operating arm called Gulf Edge that is set to build a sovereign cloud data centre for Google Cloud.
There were a number of notable developments in the APAC region, particularly in Johor Bahru. Princeton Digital Group completed the first phase of its campus, while Malaysia-based real estate firm Equalbase acquired land for a data centre development project here as well. Elsewhere in APAC, AirTrunk released plans for the last phases of development at its Melbourne data centre campus, while Oracle Cloud opened a second cloud region in Singapore and AWS confirmed plans to build sovereign cloud data centres for the Australian government.
In Europe, there were a number of notable developments. Ada Infrastructure is set to build in London, AQ Compute is building in Barcelona, while SEGRO is planning a data centre in Marseille, France.
There were edge data centre developments as well, with American Tower starting to build a new edge data centre in Raleigh, NC.
Finally, the cloud market saw movement. On the webscale side, Leaseweb rolled out a new cloud infrastructure service and GPU cloud provider Lambda Labs is looking to raise more capital. While growth in the sector is being driven by hyperscale cloud, there are other significant pockets that are also pushing forward and this speaks to the diversity and health of the market.
or