Moody’s said hyperscaler investment momentum is being supported by rapid growth in remaining performance obligations (RPOs), which represent contracted but undelivered products and services In sum – what to know: …
Microsoft
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The DC market in China will expand at a CAGR of 8.94%, as demand for digital infrastructure continues to scale across key hubs such as Beijing, Shanghai, and Guangdong In …
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Europe is the only region where the number of hyperscaler data centers in operation will decrease over time, according to ABI Research principal analyst Leo Gergs In sum – what …
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John Dinsdale, chief analyst at Synergy Research Group, told RCR Wireless News that energy access is now the dominant consideration for site selection In sum – what to know: Power …
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Does a commitment to AI infrastructure, cybersecurity, and workforce strengthen the ‘tech alliance’ between Washington and Tokyo? Microsoft is positioning itself as a trusted alternative to regional rivals in Japan with …
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In Thailand, Microsoft has committed to invest more than $1 billion between 2026 and 2028 to build and expand cloud and AI data center infrastructure In sum – what to …
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The rapid growth of AI workloads has helped drive expansion among smaller cloud companies, particularly those specializing in GPU-based infrastructure, according to Synergy Research Group In sum – what to …
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Microsoft noted that a significant portion of the investment will go toward expanding hyperscale cloud and AI data center capacity In sum – what to know: Microsoft commits US$17.5B to …
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CoreWeave added 120 MW of new data center capacity in Q3, bringing its total to 590 MW, and grew its contracted power portfolio to 2.9 GW In sum – what …
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The investment from Microsoft includes more than $10 billion in capital expenditure on AI data centers and infrastructure In sum – what to know: $15.2B investment through 2029 – Microsoft …