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

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.
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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.
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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.
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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.
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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.
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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%.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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