Archive for the ‘Colocation’ Category

Crusoe to start second phase construction of campus in Abilene, Texas; positive indicators, implications for Microsoft infrastructure decisions

April 1, 2025
Philbert Shih

AI infrastructure provider Crusoe confirmed starting the second phase construction of its data centr...

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firstcolo plans third, larger data centre in Frankfurt

April 1, 2025
Sacha Kavanagh

German data centre operator and MSP firstcolo confirmed plans for a third data centre in Frankfurt. ...

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Oracle planning $5b UK investment for cloud

April 1, 2025
Sacha Kavanagh

Oracle confirmed plans to invest $5b over five years in the UK to expand its Oracle Cloud Infrastruc...

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ODATA opens fourth Sao Paulo data centre in Brazil

April 1, 2025
Sacha Kavanagh

ODATA, an Aligned Data Centers company, confirmed that it will open its SP04 facility in Osasco, Sã...

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OpenAI raises another $40b; data points reported on infrastructure CapEx, OpEx commitment

April 1, 2025
Philbert Shih

OpenAI confirmed raising a $40b funding around that values the company at $300b. ...

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MI: CoreWeave has a busy month that sees its engage in M&A, go public amid accelerating growth

March 31, 2025
Philbert Shih

CoreWeave was at the centre of GPU cloud activity in the past month. ...

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MI: GPU cloud expansion and capital raising activity indicators for growth on global basis

March 31, 2025
Philbert Shih

CoreWeave has led the way in the GPU cloud space, but the field is growing and the past month saw mo...

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MI: NVIDIA continues to push envelope, but there is going to be a lag with infrastructure development to support it

March 31, 2025
Philbert Shih

Summary: The past month saw the NVIDIA GTC conference held in San Jose, CA. For the data centre and ...

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MI: Earnings season results, data points, trends show more signs of sector stabilization

March 31, 2025
Philbert Shih

The past month saw the peak of earnings season, with the sector bellwethers all performing steadily ...

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MI: Master-planned campus model starting to spread, appears in APAC

March 31, 2025
Philbert Shih

The master-planned data centre is a new operating model that has only started to gain some traction....

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WSS: NVIDIA epitomizes optimistic side of the bull versus bear debate and the driving forces behind the marshalling of infrastructure resources

March 31, 2025
Philbert Shih

The sector continues to push forward amid multiple cross-currents. There are bearish opinions warni...

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AirTrunk and ib vogt begin 30MW solar project in Malaysia

March 28, 2025
Jabez Tan

AirTrunk and energy developer ib vogt began construction of a ~30MW solar project located in Sungei ...

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