Hyperscale

Cloud and hyperscale campuses: where capacity lands and what it does to local pricing.

2026-10-15 · Hyperscale

DayOne Upsizes Johor Financing to $7.2 Billion as Billings Pass 1GW

On October 14, 2026 DayOne said its Malaysia syndicated financing grew to about $7.2 billion, with billings above 1GW and bookings near 2.3GW — what is disclosed and what it means for Johor buyers.

2026-10-02 · Hyperscale

SoftBank Completes $3.1 Billion Acquisition of DigitalBridge

SoftBank closed its purchase of digital-infrastructure investor DigitalBridge on 30 September 2026 for about $3.1B. DigitalBridge stays a separately managed platform under Marc Ganzi.

2026-09-30 · Hyperscale

Samsung Group Commits $1 Billion to KKR-Backed Helix Digital Infrastructure

Samsung Electronics and five affiliates announced a combined $1B investment in Helix, the AI infrastructure platform KKR launched in June 2026. No capacity or valuation was disclosed.

2026-09-27 · Hyperscale

Data Center IPO Window Narrows: DayOne Pushes Ahead as SB Energy Delays

Reuters reports Singapore's DayOne is targeting a November IPO at a $20B valuation, even as SoftBank-backed SB Energy postpones its own listing over investor pushback.

2026-09-24 · Hyperscale

Digital Realty to Build New Subsea Cable Landing Station in Los Angeles

Digital Realty announced on 22 September 2026 that it will develop a new cable landing station at its LAX12 campus in El Segundo, aimed at Asia-Pacific–North America traffic and expected to support cables from 2028.

2026-09-20 · Hyperscale

CleanSpark Prices First Junk Bond Backed by a Meta Data Center Lease

CleanSpark's CSDC Finance priced $2.276B of senior secured notes at 7.875% on 18 September 2026 to fund a 175MW Georgia campus leased to Meta subsidiary Anviran for $6.6B over 20 years.

2026-09-17 · Hyperscale

CoreWeave Signs 15-Year Anchor Lease at Blockfusion's Niagara Falls AI Campus

Blockfusion's North East Data signed a definitive 15-year anchor lease with CoreWeave on 16 September 2026 for its hydro-powered Niagara Falls campus, converting a June LOI worth up to 300 MW.

2026-09-14 · Hyperscale

Data Center Market Update: Week of September 7, 2026

Anthropic discloses $517B in compute contracts across 11 months, NextDC raises its third capital round in four months, Zankore closes $3.1B for Indonesia, and Google signs a €13B Finland nuclear PPA.

2026-09-07 · Hyperscale

Data Center Market Update: Week of August 31, 2026

Anthropic books $35B with Nvidia-backed Lambda and Crusoe signs $13B with Jane Street, Flex buys EPC Power for $4.4B, Bangkok lands a hyperscaler, and California sends ratepayer bills to Newsom.

2026-09-06 · Hyperscale

Meta's $1.2B Kuna, Idaho Data Center Goes Live With Closed-Loop Cooling

Meta activated its Kuna, Idaho campus on 3 September 2026 — a $1.2B, 750,000 sq ft facility using a sealed water-cooling loop and 645 MW of new solar to meet its load.

2026-09-03 · Hyperscale

AWS Backs New Transpacific Cable Sta'O'Nuk, Landing Station Breaks Ground in Washington

AWS unveiled the 420 Tbps Sta'O'Nuk subsea cable to Japan on 2 September 2026, the same day partner Toptana broke ground on a new landing station in Ocean Shores, Washington — the state's first in nearly 30 years.

2026-09-02 · Hyperscale

Philippines Data Center Market: Manila and Cebu Guide

The Philippines has ~630-850MW of data center capacity, but Manila's colocation vacancy hit 43.6% in H1 2026 — the highest in Asia-Pacific — despite an 18GW government target.

2026-09-01 · Hyperscale

Keppel DC REIT to Acquire Two Tokyo Data Centres for JPY 190B ($1.19B)

Keppel DC REIT and Keppel Ltd. agreed on 1 September 2026 to buy 90% interests in Tokyo Data Centre 4 and 5 for JPY 190 billion, lifting Japan's share of portfolio rental income from 9% to 23%.

2026-08-28 · Hyperscale

SK Telecom Spins Off SK Horizon With $2.2B From KKR and IMM to Fund Korea's AI Data Center Buildout

SK Telecom announced on 27 August 2026 it will split off its data center and submarine cable operations into SK Horizon, backed by a KRW 3.08 trillion (~$2.2B) investment from KKR and an IMM-Stonebridge consortium.

2026-08-27 · Hyperscale

Hyperscale vs Colocation: How Big Tech Builds Data Centers

Hyperscalers build their own campuses at $11-20M per MW when scale and control justify a 24-36 month timeline; they lease colocation when speed and capital discipline matter more.

2026-08-20 · Hyperscale

UAE Data Centers: Dubai and Abu Dhabi Market Guide

UAE data center capacity spans 562MW across 16 tracked facilities. Stargate UAE lands 200MW in Q3 2026, and power stays near $0.11/kWh despite desert heat.

2026-08-19 · Hyperscale

India Data Center Market: Mumbai, Chennai, Hyderabad

India's colocation market hits $7.31B in 2026 (+25.5% YoY), Mumbai holds a 54% capacity share, and gigawatt AI campuses are landing in Vizag, Jamnagar, and Hyderabad.

2026-08-18 · Hyperscale

Johor Data Centers: The Complete 2026 Guide

Johor runs 1,110MW live IT capacity, 602MW under construction, and $110-150/kW/month wholesale rates — half Singapore's price, 1-2ms away across the causeway.

2026-08-18 · Hyperscale

Nvidia Puts $1.5B and a Financing Guarantee Behind OpenAI's 8 GW Ohio Campus

Nvidia will invest in SB Energy and guarantee AI compute infrastructure for an 8 GW single-tenant campus leased to OpenAI in Pike County, Ohio — announced August 17, 2026.

2026-08-16 · Hyperscale

Singapore Data Center Market: Prices, Moratorium, Alternatives

Singapore colocation runs $330-475/kW/month, the highest in APAC, on ~1.4% vacancy. DC-CFA2 adds 200MW+ from 2026-2028 — still tight versus demand.

2026-08-10 · Hyperscale

Data Center Market Update: Week of August 3, 2026

Nvidia's $500B SK Group deal, CoreWeave's Indonesia debut, AirTrunk's $2.3B Johor loan, and where B200 GPU rental prices stand this week.

2026-08-02 · Hyperscale

Bangkok vs Johor vs Singapore: Where to Place Data Center Capacity in 2026

Bangkok vs Johor vs Singapore for data center capacity in 2026: pipelines, power costs, Malaysia's non-AI freeze, Singapore's $330-475/kW rents, incentives.

2026-08-02 · Hyperscale

Thailand's Data Center Boom: THB 746 Billion Approved, and a Grid Racing to Keep Up

Thailand's BOI approved THB 746B in data center investment in 2025, led by TikTok's THB 842B program. The pipeline hit 2.87 GW — transmission is the risk.